Bilingual Commission and Payroll Associate

2 weeks ago


Montréal QC HT B, Canada Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. 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. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

**Location**: Hybrid

Are you a numbers-driven professional with a passion for payroll and compensation? We are looking for a Commission and Payroll Associate to provide advisor compensation services for Individual Insurance. You will support independent brokers who are placing their first piece of business with Individual Insurance. You will collaborate with various internal partners and support our Regional Directors and Business Development Directors to meet the established service standards, ensuring timely and accurate release of compensation payments, resolving commission issues, and maintaining strong client relationships.

**What will you do?**
- Ensure weekly pay periods close with successful release of compensation payments to advisors.
- Respond to advisor and distribution firms’ queries in a timely manner, to ensure a high degree of client satisfaction.
- Develop and maintain good client relationships by providing clear, concise and professional verbal and written descriptions/explanations in accordance with the Privacy and Confidentiality Guidelines.
- Support Regional Directors of Business Development and Client Relationship Executives/Managers in finding resolutions to commission issues
- Support Finance by investigating and resolving accounting discrepancies, variances and errors within the established turnaround time
- Process advisor-of-record changes within the established turnaround time.
- Investigate unprocessed activities and system error messages on a daily basis and take appropriate action to complete the necessary adjustments timely to meet the disbursement deadlines.
- Reconcile commissions for policy and advisor terminations
- Monitor and manage the collection of all advisor debt balances

**What do you need to succeed?**
- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada
- Demonstrated communication and interpersonal skills
- Analytical skills and excellent attention to details
- Experience with Microsoft Office programs, particularly Excel
- Team-oriented and service-oriented
- Ability to work under pressure
- Solid ability to organize, prioritize and multi-task
- Overtime may be required during peak periods

**Assets**:

- Knowledge of Individual Insurance
- Experience in customer service in the financial industry
- Experience in a multitasking environment

**What’s in it for you?**
- 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.
- We’re honoured to be recognized as a 2024 Best Workplaces by Great Place to Work® Canada
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock, and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential

LI-Hybrid

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.

**Salary Range**:
47,000/47 000 - 77,000/77 000

**Job Category**:
Sales - Distribution Support

**Posting End Date**:
13/12/2024



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