Contracting & Licensing Associate

1 month ago

Waterloo, 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.

**Role Summary**:
Are you a team player who enjoys working in a fast-paced, evolving environment? Are you focused on providing excellent client service to our Distribution Channel? Are you independent and self-motivated? If yes, consider joining the Distribution Compensation Services team

The Contracting & Licensing Associate provides accurate and timely support, coaching, and administration of contracting processes, and is responsible for establishing and maintaining personal information across the Sun Life Financial Distribution (SLFD) channel. We work closely with advisors, District leaders & Staff, Compliance, recruiting and selection teams, and other internal business partners to provide technical and procedural advice with excellent client service on a daily basis. And we play keys role in supporting Contracting & Licensing projects/initiatives, and documenting and implementing new processes inline with evolving Business and Regulatory changes.

**Main Accountabilities**:

- Provide excellent client service and expertise through handling contracting related enquires from our Sun Life Financial Distribution channel, Insurance Council staff, Sun Life employees and internal partners
- Support Advisors, District leaders and their staff with understanding of contracting processes, such as role changes, terminations, appointments, address changes and other advisor updates.
- Update advisor data on client contracts
- Establish and maintain advisor information in our systems
- Identify and document process improvement opportunities

**Competencies**:

- Well organized, driven, and strong ability to work proactively and independently
- Superior customer service skills
- Advanced attention to detail with high level of data input accuracy
- Strong analytical and decision-making skills
- Excellent communication skills (written and oral)
- Results oriented and motivated to meet deadlines

**Assets**:

- Knowledge of Sun Life Financial Distribution structure
- Previous experience working with a wealth or insurance channel
- System knowledge of M2, EIM, and Salesforce
- Knowledge of Life Insurance industry

**Notes/Unique Requirements**:

- Overtime will be required during peak periods driven by workload

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**:
40,500/40 500 - 66,000/66 000

**Job Category**:
Sales - Distribution Support

**Posting End Date**:
22/08/2023

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