Service Specialist

Sun Life • Montreal, QC

9d • $58,000 - $93,000 • Hybrid

About The Position

This is a contract opportunity for 18 months. We are looking for an experienced Service Specialist to join SunSolutions & 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.

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
• Strong Group Benefits business knowledge with an understanding of products, processes and distribution
• Valid drivers license
• French speaking and written skills (in Quebec)
• Post-secondary education
• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide

Nice To Haves

• Some travel will be required in this role
• 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

• Flexible Benefits from the day you join to meet the needs of you and your family
• The opportunity to move along a variety of career paths with amazing networking potential

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree