Commercial Services Specialist

3 weeks ago


Montréal QC, Canada Sun Life Financial Full time

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Do you enjoy supporting multiple high-touch clients?
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. 
Arrange service calls with clients and meet to discuss and proactively promote Sun Life group benefit products & services
Train and update Plan Administrators and Advisors on our E-Services and our Administrative Practices
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
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
Actively participate in Training, Monthly Service Representative meetings, Educational training on new product offering and various process update
3+ years relevant work experience in a service-related role
Client empathy and commitment to providing an excellent service and Client experience
Proficient in technological systems such as Word, Excel, PowerPoint etc.
Valid drivers license
There may be times when additional work beyond the normal work day is required
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
Flexible Benefits from the day you join to meet the needs of you and your family.
We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work Canada
Join one of our many Inclusion Networks. These voluntary, employee-led groups are dedicated to creating connection, fostering inclusivity, and building community.
Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions.
#In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, 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 and all of us as colleagues. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.
Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.



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