Bilingual Document Specialist
4 weeks ago
Job Description:
Location : hybrid
The focus of this Documents Specialist role in Group Benefits Administration is to support a positive GB customer experience through the successful set up of New Business and Revision documents. This role demands strong technical skills, workflow management ability as well as a passion for both high quality customer service and relationship management.
What will you do?
- Process new business and/or revisions documents within established service standards (accuracy & timeliness)
- Respond to inquiries from internal business partners
- Interpretation of plan design details; seek clarification to ensure "right" outcome
- Understand and analyse of customer needs to recommend system setup that supports those needs
- Partner with Service Representatives, Implementation Specialists, Customers and Advisors to clarify plan design so that documents output is efficient and accurately reflects the customer expectations
- 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
- 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.
- Proven skills in customer service delivery
- Negotiation skills with the ability to work towards acceptable outcomes; offer solutions
- Analytical, organized and a self-starter
- Attention to detail
- Ability to multi-task to achieve delivery dates
- Effective in a team setting; also able to work independently
- Superior verbal and written communication skills; ability to "talk with a customer"
- Ability to work under pressure, meet customer needs and adapt to a changing environment
- In-depth knowledge of Group benefits and Group Division Structure
- In-depth understanding of Group Client Services procedures and available services
- In-depth knowledge of Plan administration systems and their interdependencies
- An understanding of the sales office distribution network, sales practices and procedures
- The opportunity to move along a variety of career paths with amazing networking potential
- A caring, supportive, and inclusive culture
- Time off giving you the flexibility to focus on the moments that matter. 15 days vacation per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office
- Occasional overtime may be required
- May require flexibility to adjust start/stop times
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. We welcome applications from qualified individuals from all backgrounds.
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 .
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.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Job Category: Customer Service / Operations
Posting End Date: 29/04/2024 #J-18808-Ljbffr
-
Bilingual Document Specialist
6 days ago
Montreal, Canada Options Consulting Solutions Full timeBILINGUAL DOCUMENT SPECIALIST (English & French) FULL-TIME, REMOTE MONTREAL, QC SHIFT PATTERN: M-F 1PM - 9PM EST Do you have 2+ years of experience in a role focused on formatting complex documents, reports, and presentations? Are you looking for an exciting opportunity to join a fantastic team at one of Canada’s TOP National Law Firms? Are you fluently...
-
Bilingual Document Specialist
6 days ago
Montreal, Canada Options Consulting Solutions Full timeBILINGUAL DOCUMENT SPECIALIST (English & French) FULL-TIME, REMOTE MONTREAL, QC SHIFT PATTERN: M-F 1PM - 9PM EST Do you have 2+ years of experience in a role focused on formatting complex documents, reports, and presentations? Are you looking for an exciting opportunity to join a fantastic team at one of Canada’s TOP National Law Firms? Are you fluently...
-
Bilingual Document Specialist
6 days ago
Montreal, Canada Options Consulting Solutions Full timeBILINGUAL DOCUMENT SPECIALIST (English & French) FULL-TIME, REMOTE MONTREAL, QC SHIFT PATTERN: M-F 1PM - 9PM ESTDo you have 2+ years of experience in a role focused on formatting complex documents, reports, and presentations?Are you looking for an exciting opportunity to join a fantastic team at one of Canada’s TOP National Law Firms?Are you fluently...
-
Bilingual Document Specialist
6 days ago
Montreal, Canada Options Consulting Solutions Full timeBILINGUAL DOCUMENT SPECIALIST (English & French)FULL-TIME, REMOTEMONTREAL, QCSHIFT PATTERN: M-F 1PM - 9PM ESTDo you have 2+ years of experience in a role focused on formatting complex documents, reports, and presentations?Are you looking for an exciting opportunity to join a fantastic team at one of Canada’s TOP National Law Firms?Are you fluently...
-
Bilingual Document Specialist
6 days ago
Montreal, Canada Options Consulting Solutions Full timeBILINGUAL DOCUMENT SPECIALIST (English & French) FULL-TIME, REMOTE MONTREAL, QC SHIFT PATTERN: M-F 1PM - 9PM EST Do you have 2+ years of experience in a role focused on formatting complex documents, reports, and presentations? Are you looking for an exciting opportunity to join a fantastic team at one of Canada’s TOP National Law Firms? Are you...
-
Bilingual Document Specialist
7 days ago
Montreal, Canada Options Consulting Solutions Full timeBILINGUAL DOCUMENT SPECIALIST (English & French)FULL-TIME, REMOTEMONTREAL, QCSHIFT PATTERN: M-F 1PM - 9PM ESTDo you have 2+ years of experience in a role focused on formatting complex documents, reports, and presentations?Are you looking for an exciting opportunity to join a fantastic team at one of Canada’s TOP National Law Firms?Are you fluently...
-
Bilingual Document Specialist
2 days ago
Montreal, Canada Options Consulting Solutions Full timeBILINGUAL DOCUMENT SPECIALIST (English & French) FULL-TIME, REMOTE MONTREAL, QC SHIFT PATTERN: M-F 1PM - 9PM EST Do you have 2+ years of experience in a role focused on formatting complex documents, reports, and presentations? Are you looking for an exciting opportunity to join a fantastic team
-
Document Specialist
3 weeks ago
Montreal, Canada Davies Ward Phillips & Vineberg LLP Full timeDocument Specialist About Davies Davies is a top-tier Canadian law firm focused on high-stakes matters. With offices in Montreal, Toronto and New York, we are consistently at the centre of the most challenging deals and cases in Canada and abroad. A position at Davies is more than just a job. When you join the firm, you will be welcomed by a team...
-
Document Specialist
4 weeks ago
Montreal, Canada Personnel Alter Ego Full timeA large-scale firm located in downtown Montreal, our client is looking for a document specialist. The incumbent will support professionals in document production with advanced skills and act as a resource person for any questions related to Microsoft Office suite, Acrobat and other desktop applications. The ideal candidate is a reference in the field, is...
-
Bilingual Payroll Specialist
2 days ago
Montreal, Canada Tundra Technical Solutions Full timeBilingual Payroll Specialist Since 2004, Tundra's mission has been to be a global leader in talent recruitment. We've evolved into a recognized leader in total talent management, challenging norms and exceeding expectations by sourcing top-tier talent for some of the world's most renowned brands. O
-
Mortgage Specialist--Bilingual
4 weeks ago
Montreal, Canada First National Financial LP Full timePosted Monday, March 25, 2024 at 4:00 AM | Expires Tuesday, April 9, 2024 at 3:59 AM The Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: March 25, 2024 Closing Date: April 8, 2024 Hours of Work: 8:30...
-
Mortgage Specialist-Bilingual
2 weeks ago
Montreal, Canada Montreal, QC, Canada Full timeThe Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: April 25, 2024 Closing Date: May 9, 2024 Hours of Work: 8:30 a.m. – 5:00 p.m. Grade: Office Location: 55.7 Montreal Great location! Steps away...
-
Mortgage Specialist--Bilingual
3 weeks ago
Montreal, Canada First National Financial LP Full timePosted Monday, March 25, 2024 at 4:00 AM | Expires Tuesday, April 9, 2024 at 3:59 AM The Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: March 25, 2024 Closing Date: April 8, 2024 Hours of Work: 8:30...
-
Mortgage Specialist-Bilingual
2 weeks ago
Montreal, Canada Montreal, QC, Canada Full timeThe Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: April 25, 2024 Closing Date: May 9, 2024 Hours of Work: 8:30 a.m. – 5:00 p.m. Grade: Office Location: 55.7 Montreal Great location! Steps away...
-
Mortgage Specialist--Bilingual
3 weeks ago
Montreal, Canada First National Financial LP Full timePosted Monday, March 25, 2024 at 4:00 AM | Expires Tuesday, April 9, 2024 at 3:59 AM The Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: March 25, 2024 Closing Date: April 8, 2024 Hours of Work: 8:30...
-
Mortgage Specialist-Bilingual
2 weeks ago
Montreal, Canada Montreal, QC, Canada Full timeThe Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: April 25, 2024 Closing Date: May 9, 2024 Hours of Work: 8:30 a.m. – 5:00 p.m. Grade: Office Location: 55.7 Montreal Great location! Steps away...
-
Bilingual Pricing Specialist
4 weeks ago
Montreal, Quebec, Canada McCarthy Tetrault Full timeAt McCarthy Tétrault, we offer challenging and rewarding career opportunities and are delighted to have been selected for the eleventh consecutive year in 2023 as one of Canada's Top 100 Employers and one of Canada's Best Diversity Employers. Our culture is built on professional excellence, collaboration, innovation, thought leadership and...
-
Montreal, Canada Canadian Imperial Bank of Commerce Full timeCIBC - Financial Planning Specialist - Montreal - Bilingual page is loaded CIBC - Financial Planning Specialist - Montreal - Bilingual Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id 2402956 We’re building a ...
-
Montreal, Canada Canadian Imperial Bank of Commerce Full timeCIBC - Financial Planning Specialist - Montreal - Bilingual page is loaded CIBC - Financial Planning Specialist - Montreal - Bilingual Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id 2402956 We’re building a ...
-
Montreal, Canada Canadian Imperial Bank of Commerce Full timeCIBC - Financial Planning Specialist - Montreal - Bilingual page is loaded CIBC - Financial Planning Specialist - Montreal - Bilingual Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id 2402956 We’re building a ...