Sun Life

Underwriter

• Evaluate, price, propose rate and strategy to acquire and renew National Account clients
• In-depth risk assessment and pricing of prospective and inforce customers
• Provide Customer reporting and analytics
• Partner with sales, national accounts practice leader and home office subject matter experts to develop comprehensive pricing and solutions
• Recommend changes in policies and procedures to be more responsive to the emerging client and market needs
• Proactively manage inforce block of business to maintain profit and persistency expectations
• Mentoring and underwriter development

Senior National Accounts Underwriting Consultant

Consultant

• Analyze complex business problems and develop effective solutions
• Define, track, and communicate pre- and post-implementation success metrics
• Support the development of a single source of truth for CCC metrics across teams, ensuring accuracy and consistency of data
• Create well-documented and organized deliverables for leaders with clear findings, actionable results and data visualizations
• Collaborate closely with teams across the CCC and other departments to foster innovative problem-solving
• Conduct in-depth quantitative analysis on large datasets to derive actionable insights and inform strategic decision-making

Learning and Development

• Reporting to the Director, the Instructional Designer will play a critical role in driving larger scale changes to enable advisors and field leaders to meet regulatory requirements.
• Responsible for creating engaging and effective learning experiences by analyzing learning needs, designing curriculum, and developing educational materials.
• Analyze learning needs, learning objectives and outcomes, creating instructional materials including e-learning modules, presentations, job aids and assessments.
• Partner with training specialists and subject matter experts to develop training materials such as online courses, software simulations, job aids, facilitator or learner guides, audio scripts, interactive PDFs, PowerPoint presentations.
• Ensure content aligns with learning objectives and goals, and provide quality assurance support of various deliverables to ensure correctness and consistency.

Instructional Designer, Regulatory Programs

Client Services Representative

• Provide service excellence to plan sponsors, members, advisors, and team members
• Review incoming Client requests to make sure all required information is included
• Send emails to Clients to request missing information
• Process Client requests, such as plan member information updates
• Follow process notes, Client service agreements, and quality guidelines to ensure that Client processes are handled without error
• Identify ways that we can improve how we work as a team to support Clients and business partners
• Participate actively in team huddles and communicate proactively with leaders and team members when working on requests that require collaboration or senior team member support

Senior Client Service Administrator

Administration

• Act as subject matter expert on the administration of defined benefit pension plans
• Engage in cross-functional planning, execution and validation of tasks related to defined benefit pension plan administration
• Calculate and validate benefits related to life events in accordance with applicable legislation
• Take part in the production and verification of annual statements
• Provide support to the DB Operations team on plan rules and other complex matters
• Take part in the various quality control and audit processes
• Review and analyse quotes, plan rules and data to ensure that information is complete and accurate
• Manage all aspect of the data upload to the source system to onboard all plan members
• Support and suggest continuous process improvement ideas

DB Pension Administration Manager

Analyst

• Manage, direct, facilitate, respond to, and complete Request for Proposals and Request for Information documents
• Collaborate with subject matter experts across all functions, Sales and Underwriting team to write individualized responses
• Support the growth and increased functionality of the RFP Response database
• Partner with SMEs to complete comprehensive annual reviews, update all responses in database, and add new responses
• Increase the visibility of the RFP Unit by participating in strategy calls; creating and maintaining RFP Unit page
• Proactively identify opportunities in offering solutions to customers

RFP Analyst

• Responsible for clinical interpretation of dental radiographs
• Independently interpret utilization reports to detect patterns and potential areas of fraud, waste or abuse
• Query data to conduct comprehensive drill down data analysis to detect patterns and trends of under and over utilization
• Investigate provider and member fraud and abuse in assigned markets
• Manage multiple clients and associated provider networks related to fraud, waste and abuse investigation
• Work with and in consultation with DentaQuest Dental Directors during the investigative process to assure accurate and defensible clinical decisions
• Responsible for the accuracy of all investigative decisions and that the decisions are clinically sound, supported by appropriate and documented authority and defensible
• Assure all audit decisions are in compliance with Medicare regulations, State Medicaid Guidelines, DentaQuest Office Reference Manual and plan benefit limitations
• Assist management in overpayment negotiations with providers related to the results and findings of an investigation
• Responsible for the implementation and updating of all client processes related to Fraud, Waste and Abuse
• Maintain the professional relationship with assigned client contacts related to fraud, waste and abuse investigation
• Responsible for all investigation and client related communications to providers for provision of investigative facts and findings
• Responsible for all client facing meetings related to fraud, waste and abuse
• Track all investigative cases in accurate timeline format in internal fraud tracking database
• Have the ability to independently manage workflow to meet business needs, assure contractual obligations for all clients are met and to meet departmental metrics
• Responsible for the development of interdepartmental relationships to assure all issues related to fraud, waste or abuse are identified and appropriately investigated
• Responsible for the preparation and accuracy of recovery documents for processing and assure that they are completed correctly and in a timely fashion
• Responsible for all assigned client contractual reporting requirements related to investigative activity and outcomes
• Maintain professional relationships with market assigned, state Medicaid agencies, and state and federal law enforcement agencies
• Assist in the ongoing evaluation of departmental policies and procedures

Clinical Investigator Consultant

Data Engineer

• Design, build, and deploy data integration pipelines in our AWS/Informatica Cloud environment.
• Develop and maintain data applications and reusable frameworks under the guidance of senior team members.
• Participate in all phases of the development lifecycle - from design through implementation.
• Translate business requirements into technical solutions using modern, cloud-based technologies.
• Collaborate with cross-functional teams to deliver high-quality data solutions.
• Contribute to agile development practices and continuous improvement initiatives.
• Learn and grow through hands-on experience with enterprise-scale data systems.

Data Engineer, Informatica, AWS

Risk

• Conduct a formal investigation when there is suspected misrepresentation or alternate employment on a Disability claim.
• Engage in phone and email communication with plan sponsors, service providers, disability case managers and other third parties.
• Leverage advanced, open-source search techniques, data analytics tools, and digital investigation frameworks to support organizational objectives and inform strategic decision-making.
• Document findings utilizing technology platforms and formal reports
• Conduct phone interviews with plan members
• Prepare and deliver compelling presentations of investigative findings to internal stakeholders, across various levels.
• Engage in collaborative efforts between other FRM teams and Disability to identify and investigate claim misrepresentation or suspected fraud.
• Maintain accurate documentation of all case notes and findings in an internal case management system.
• Identify fraud trends and support data analytics solutions to mitigate the newly identified risk
• Remain current and up to date on industry trends/education/products/privacy laws/etc.
• Contribute to the ongoing evolvement of the Disability Investigations process.

Investigator, Fraud Risk Management, Disability Program

• Communicating with Disability Case Managers, Plan Sponsors and tipsters, utilizing the principles of clear language, and in a courteous and professional tone
• Setting up cases in Case Manager for Investigators
• Gathering additional plan member details
• Conduct preliminary, open source searches/research
• Manage inbox and triage of information
• Review referrals for accuracy and quality
• Communicating with the Disability Business Unit for various requests
• Assist with process improvements and maintaining team job aids
• Collaborating with colleagues to drive process improvements, which have a direct impact on the client experience

Bilingual Investigative Analyst – Disability

• Conduct a formal investigation when there is suspected misrepresentation or alternate employment on a Disability claim.
• Engage in phone and email communication with plan sponsors, service providers, disability case managers and other third parties.
• Leverage advanced, open-source search techniques, data analytics tools, and digital investigation frameworks to support organizational objectives and inform strategic decision-making.
• Document findings utilizing technology platforms and formal reports
• Conduct phone interviews with plan members
• Prepare and deliver compelling presentations of investigative findings to internal stakeholders, across various levels.
• Engage in collaborative efforts between other FRM teams and Disability to identify and investigate claim misrepresentation or suspected fraud.
• Maintain accurate documentation of all case notes and findings in an internal case management system.
• Identify fraud trends and support data analytics solutions to mitigate the newly identified risk.
• Remain current and up to date on industry trends/education/products/privacy laws/etc.
• Contribute to the ongoing evolvement of the Disability Investigations process.

Bilingual Investigator, Fraud Risk Management – Disability Program

Full-stack Engineer

• Work with senior team members to understand business problems and contribute to AI solution design
• Develop, test, and deploy AI applications under guidance of experienced engineers
• Assist in implementing monitoring and evaluation processes for AI systems
• Learn and apply AI tools, techniques, and best practices
• Stay current with emerging AI technologies and explore their potential applications
• Participate in technical design sessions and code reviews
• Create and maintain documentation including technical specifications and runbooks
• Collaborate with cross-functional teams to deliver AI initiatives
• Support efforts to ensure AI solutions adhere to security, privacy, and ethical AI guidelines

AI Software Engineer

• Drive Strategic Vision & Growth
• Identify and capitalize on strategic opportunities that strengthen our business model and create new revenue streams
• Develop compelling analyses and actionable strategies that influence C-suite decision-making
• Lead senior strategy sessions, partnering with cross-functional leaders to maintain and evolve our 5-year strategic plan
• Monitor competitive landscapes and anticipate 5-10 year industry trends, positioning Sun Life Health ahead of the curve
• Uncover strategic partnership and growth opportunities that accelerate our mission
• Lead Strategic Planning & Execution
• Facilitate development of business objectives and key results (OKRs), ensuring alignment across the organization
• Design executive-level dashboards tracking strategic metrics and translating insights into action
• Deliver impactful executive briefings that drive informed decision-making
• Connect strategy to execution, ensuring plans translate into measurable outcomes
• Build World-Class Risk & Governance Frameworks
• Design and implement governance structures that enable—rather than obstruct—strategic goals
• Champion operational risk culture throughout Sun Life Health, making risk management a competitive advantage
• Partner with Legal, Compliance, Risk, and Audit to create efficient, effective oversight that meets regulatory requirements
• Proactively identify emerging risks and opportunities, ensuring appropriate escalation and mitigation
• Lead regulatory compliance initiatives, managing working groups and ensuring business readiness for legislative changes
• Influence & Collaborate Across the Enterprise
• Communicate complex strategies clearly and compellingly to executive audiences
• Build strong partnerships across silos, connecting dots between Group Benefits, Sun Life Health, and Canada operations
• Tailor communication to maximize buy-in and foster productive relationships at all levels
• Develop High-Performing Teams
• Provide inspiring, collaborative leadership to strategy, governance, and risk professionals
• Foster a culture of innovation, continuous learning, and excellence
• Champion professional development, engagement, and well-being within your team

AVP, Strategy, Planning and Operational Risk

• Serve as the subject matter expert for Planview Portfolios—its configuration, data structures, workflows, and reporting capabilities
• Act as the Planview Portfolios system administrator for Canada, collaborating with the Global Administration team to troubleshoot issues and coordinate resolutions for end users
• Guide the Planview Portfolios support team toward operational excellence; monitor and maintain data quality across all modules, identifying gaps and driving process improvements
• Execute monthly and quarterly financial management processes within Planview Portfolios, including budgeting, forecasting, variance analysis, and cost allocation
• Oversee the initiative benefits tracking process, ensuring benefits are captured, validated, and reported with accuracy
• Lead project status reporting processes—ensuring timely, consistent, and reliable updates across portfolios
• Support OKR management, including setup, maintenance, and reporting of progress
• Partner with internal stakeholders and administrative teams to design and develop dashboards and reporting that enhance transparency and decision-making
• Collaborate with end users and stakeholders to deliver system enhancements, test new features, and support rollouts
• Document processes, standards, requirements, and technical specifications as needed

Senior Project & Portfolio Analyst

Vice President

• Direct leadership for a team of ~25 and indirect for over 300 team members within our agile delivery teams
• Align the delivery teams with the overall Health business unit and Operations team strategy and goals to ensure all initiatives contribute to the organization's success
• Understand client needs and Operations process flows to ensure the model delivers products or capabilities that meet or exceed expectations
• Build and oversee the medium/longer term execution and solution roadmap for technology investment to meet business unit and Operations strategic objectives / OKRs, in partnership with Technology Leads
• Define key results to assess the success and health of the delivery teams, allowing for data-driven decision making and performance evaluation
• Collaborate with journey/hub owners and tech leads to continuously monitor and analyze the flow of work identifying bottlenecks, delays and areas of improvements
• Serve as thought leader and trusted business advisor to senior management, value stream owners and various stakeholders as it pertains to execution/delivery expertise
• Partner with technology and platform leaders to deliver strategic solutions that drive value, align with the organization’s strategy and can be leveraged/reused across business units
• Collaborate with various departments and teams involved in delivery, acting as the primary Operations platform representative, fostering communication, and ensuring a seamless flow of work across different functions
• Make strategic decisions related to delivery, including resource allocation, prioritization of capabilities/features, and addressing impediments that may hinder progress
• Identify and mitigate risks associated with delivery, whether related to technology, processes, or external factors, to ensure smooth and reliable delivery
• Ensure that the necessary resources, including people, technology, and budget, are allocated appropriately to support business unit objectives through delivery of initiatives that have been prioritized at the portfolio level
• Work closely with the technology leads, architect and the journey/platform owners in end-to-end solution design to ensure technology/process solutions deliver maximum business value while considering user adoption, scalability and cross-platform capabilities