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Service Specialist
2 weeks ago
Job Description :In Group Benefits, we serve more than 5 million Canadians - plan members and their dependents - through our more than 11,000 group benefit plans across the country. Our customers include employees, associations, affinity groups and creditors in virtually every industry in Canada, and we're proud to be their benefits provider.Do you thrive in a fast-paced environment? 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. What will you do?Arrange service calls with clients and meet to discuss and proactively promote Sun Life group benefit products & servicesPrepare for and deliver plan member education sessions and benefit fairsTrain and update Plan Administrators and Advisors on our E-Services and our Administrative PracticesParticipate in finalist presentationsProvide 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 processesUnderstand client wants and needs and take action to meet and exceed themWork closely with Implementation Team and new clients during the implementation process to successfully install new businessMeet with new clients to gather data critical to installation of new businessPrepare revisions for plan design changes and implement new plan design changesManage target dates with clients and Advisors with respect to plan design changesActively participate in Training, Monthly Service Representative meetings, Educational training on new product offering and various process updateActively participates in huddles & team meetings and shares learnings in a constructive manner.What do you need to succeed?3+ years of Group Benefits work experience in a service-related roleStrong Group Benefits business knowledge with an understanding of products, processes and distributionClient empathy and commitment to providing an excellent service and Client experienceAbility to build strong working relationshipsAbility to work independently and as part of a high functioning teamStrong analytical and problem-solving abilitiesProven ability to meet goals, manage high volumes of work and work collaboratively within the team, and across multiple teamsExcellent oral and written communication skillsProficient in technological systems such as Word, Excel, PowerPoint etc.Strong time management and organizational skillsAbility to manage deadlines and to work using influence and negotiationStrong conflict management skillsPost-secondary educationUnique requirements:Valid drivers license as some travel will be required in this roleThere may be times when overtime is requiredWhy join Sun Life: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 livesA friendly, collaborative and inclusive cultureA collaborative and interactive team environmentBeing part of our journey in developing the next greatest digital experienceWorking together, sharing common values and encouraging growth & achievement
