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About the role
Key responsibilities & impact- Arrange service calls with clients and meet to discuss and proactively promote Sun Life group benefit products & services
- Prepare and deliver plan member education sessions and benefit fairs
- Train and update Plan Administrators and Advisors on our E-Services and our Administrative Practices
- Participate in finalist presentations
- Provide ongoing support to Plan Administrators and Plan Advisors by actively finding solutions to issues and sharing ideas with team members that could improve service delivery
- Understand client wants and needs and take action to meet and exceed them
- Work closely with Implementation Team and new clients during the implementation process to successfully install new business
- Meet with new clients to gather data critical to installation of new business
- Prepare revisions for plan design changes and implement new plan design changes
- Manage target dates with clients and Advisors with respect to plan design changes
- Actively participate in Training, Monthly Service Representative meetings, and Educational training on new product offering and various process updates
- Participate in huddles & team meetings and share learnings in a constructive manner
Requirements
What you’ll need- Minimum of 2 years experience
- Strong knowledge of Group Benefits with an understanding of products, processes and distribution
- 3 to 5 years relevant work experience in a service-related role
- Post-secondary education
- Client empathy and commitment to providing an excellent service and Client experience
- Ability to build strong working relationships
- Ability to work independently and as part of a high functioning team
- Strong analytical and problem solving abilities
- Proven ability to meet goals and manage high volumes of work
- Excellent oral and written communication skills
- Proficient in technological systems such as Word, Excel, PowerPoint etc.
- Strong time management and organizational skills
- Ability to manage deadlines and to work using influence and negotiation
- Strong conflict management skills
- Valid drivers license
- Some travel will be required
Benefits
Comp & perks- Flexible Benefits from the day you join to meet the needs of you and your family
- Commitment to creating an inclusive and respectful environment
- Recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
- Certification from Excellence Canada for prioritizing employee well-being
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Group BenefitsPlan Design ChangesData GatheringService DeliveryE-ServicesImplementation ProcessTraining SessionsClient Needs AssessmentGoal ManagementConflict Management
Soft Skills
Client EmpathyTeam CollaborationIndependenceNegotiation SkillsOrganizational Skills
Certifications
Valid Driver's License