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Service Associate, SunAdvantage
2 weeks ago
Job Description :Do you thrive in a fast-paced environment? Do you enjoy supporting multiple high-touch clients?We are looking for a Service Associate to join SunAdvantage in the Group Benefits Business Development area. In this role, you will partner with an Account Executive in establishing and maintaining relationships for a portfolio of SunAdvantage Consultants and Advisors. You will have a joint responsibility of ensuring all aspects of the Advisor and Broker needs are met in a timely and satisfactory manner, as well supporting business development activities such as quotes activity, sales, etc. This role will report to the Service Manager, Business Development.Accountabilities:Review and gather data needed for quoting and for the installation of new business or amendments to existing businessProvide sales support to the Account Executive and Plan Advisors during/after installation of new and amended accountsWork closely with SunAdvantage business partners to successfully manage and support Advisor’s in force block of businessManage target dates with Advisors with respect to new business and/ or plan design changesUnderstand Advisor wants and needs and take action to meet and exceed themShare ideas with team members that could improve service delivery and processesActively participate in huddles & team meetings and share learnings in a constructive manner.Actively participate in Training, Monthly Service Representative meetings, Educational training on new product offering and various process updateSuccessful candidate:Minimum of 1 to 3 years relevant work experience in a Service-related roleStrong knowledge of Group BenefitsClient empathy and commitment to providing excellent service and Client experienceAbility to build strong working relationshipsAbility to work independently and as part of a high functioning teamAnalytical and problem-solving abilitiesAbility to meet goals, manage high volumes of work and work collaboratively within the team, and across multiple teamsTime management and organizational skillsExcellent oral and written communication skillsProficient in technological systems such as Word, Excel, PowerPointBilingualism (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.There may be times when additional work beyond the normal work day is requiredHigh School Diploma or higherWhy 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
