Plan Specialist

Sun Life•Waterloo, ON

1d•CA$49,000 - CA$77,000•Hybrid

About The Position

The Group Benefits Administration Plan Specialist provides a positive Client experience by completing the successful set- up and revisions of group plans by inputting data on various systems. Working in a production-oriented environment, this role demands strong technical skills, ability to manage multiple priorities simultaneously, an extreme focus on detail and quality, and completing work by necessary deadlines.

Requirements

Highly focused attention to detail with a proven track record of superior quality working in a production environment
Superior English verbal and written communication skills
Proven skills in customer service delivery
Negotiation skills with the ability to work towards acceptable outcomes; offer solutions
Analytical, organized, and a self-starter
Ability to multi-task to achieve delivery dates
Effective issue resolution skills
Effective in a team setting; but also able to work independently
Ability to work under pressure, manage shifting priorities, meet customer needs, and adapt to an ever-improving environment

Nice To Haves

3+ years experience working in a production-oriented environment where high-quality data entry was required
Bilingual in both English and French
Comprehensive knowledge of Group benefits and familiarity with common plan designs
Knowledge of Plan administration systems and their interdependencies
An understanding of the sales office distribution network, sales practices and procedures
Ability to work flexible hours during periods peak volumes

Responsibilities

Process revisions within established service standards (accuracy & timeliness)
Set up and maintain plan coding on various systems
Promptly respond to inquiries from internal business partners, and Clients
Interpret plan design change requests; seeking clarification as necessary
Understand, analyze and make recommendations on system setups that support customer requirements
Partner with Service Representatives and Implementation Specialists to clarify plan design so that system setup is efficient and accurate
Manage work priorities in a multifunctional environment
Investigate and resolve escalated issues or complaints
Assess and negotiate target dates to meet customer expectations; demonstrate sensitivity to customer's business needs
Participate in business unit projects as requested