Senior Financial Operations Specialist
7 days ago
We are seeking a skilled Senior Financial Operations Specialist to join our team at Sun Life. This role will play a critical part in the management of financial operations for our diverse clientele, including Insured, Policyholder-administered and Administrative Services only Group Benefit clients.
Responsibilities:- Code self-administered premiums by benefit and billing group.
- Audit the integrity of lives, volumes, rates, premiums, and taxes submitted by policy-administered clients.
- Review terminated policies and perform final financial reviews.
- Set up ASO cases on the mainframe system.
- Compare ASO agreements to actual case setups to ensure accurate billing.
- Process claims adjustments and related accounting transactions for claim write-offs and stop-loss.
- Manage collection of outstanding receipts, premiums, and ASO deposits while meeting daily, weekly, and monthly deadlines.
- Bilingualism (French, English) is required to handle client calls across Canada and worldwide.
- Excellent customer focus to handle difficult client-related issues.
- Strong time management skills to meet daily deadlines.
- Ability to work well under pressure to manage departmental project initiatives with customized deadlines.
- Proficiency in Excel, including experience with Macros.
- Knowledge of Group Benefits and administration of Self-Administered and ASO practices is an asset.
- Good knowledge of accounting principles for Insured and ASO arrangements is an asset.
Sun Life offers a supportive and inclusive culture, flexible benefits, and a hybrid work arrangement that allows you to choose between working from home or in the office. You'll also have access to 15 days of vacation per year and opportunities for career growth and development.
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Senior Financial Operations Specialist
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