Service Specialist; Group

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients—who are at the heart of everything we do.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Do you thrive in a fast-paced environment? Do you enjoy supporting multiple high-touch clients?

We are looking for an experienced Service Specialist to join Sun Solutions and National Accounts within Group Benefits, Business Development. In this role, you will be responsible for servicing a block of business as well as participating in the acquisition and installation of new business. This role will report to the Service Manager, Business Development.

• Arrange service calls with clients and meet to discuss and proactively promote Sun Life group benefit products & services
• Prepare for 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 share ideas with team members that could improve service delivery and processes
• 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, Educational training on new product offering and various process update
• Actively participate in huddles & team meetings and shares learnings in a constructive manner

• 3 to 5 years relevant work experience in a service‑related role
• Strong knowledge of Group Benefits
• 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, manage high volumes of work and work collaboratively within the team, and across multiple teams
• 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
• Post‑secondary education

• Strong Group Benefits business knowledge with an understanding of products, processes and distribution
• Valid driver's license; some travel will be required in this role
• There may be times when additional work beyond the normal work day is required

• Being a member of the Sun Life family, a group of people united by our
  
  Purpose:
  
  to help Clients and Employees achieve lifetime financial security and live healthier lives
• A friendly, collaborative and inclusive culture
• A collaborative and interactive team environment
• Being part of our journey in developing the next greatest digital experience
• Working together, sharing common values and encouraging growth & achievement

Salary Range: 60,000 – 97,000. Base Pay is location dependent and may vary. Eligible Sun Life employees participate in incentive plans and payment under which is discretionary and subject to individual and company performance.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate…