Service Specialist (Group Benefits)
About The Position
We are looking for an experienced Service Specialist to join SunSolutions 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. We are a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
Requirements
- 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 drivers license is required
- Travel will be required in this role
Nice To Haves
- There may be times when additional work beyond the normal work day is required
Responsibilities
- 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 on-going 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 participates in huddles & team meetings and shares learnings in a constructive manner
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
1-10 employees
