Workflow Administrator

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.

Job Description:

Location: Hybrid

Client Data Solutions (CDSS) in Group & Wealth Operations supports both Group Benefit and Group Retirement Services clients with all their plan member data needs. 

We specialize in:

• Inbound bulk data files and automated file feeds from our clients into Sun Life (e.g. demographic data loads, GB HRIS feeds, claims history files, GRS demographic and contribution feeds)

• Outbound data files from Sun Life to our clients (e.g. payroll deduction files and custom reports)

The team is currently growing our scope of services, building new partnerships with internal teams to streamline our processes and better service our clients. We are looking for new team members with a drive to further strengthen this industry-leading team and contribute to our continued growth and success.

A major business objective is to change management; optimize and improve the way we process and deliver data services to all lines of business. The evolution of Client Data Solutions (CDSS) is a fundamental shift in the way we view data as a valuable corporate asset. With that main objective in mind, the strategy is to build a service-oriented, center of excellence model, which focuses on client (internal and external) service, recognizing the importance of all stakeholders and a centralized data management strategy. Key drivers to this strategy are the resources and staffing model we put in place to execute and implement our plan. The focus is on resources who possess a combination of business knowledge and strong communication and teamwork skills, a passion for service excellence, and a positive learning-oriented attitude to production support inquiries.

What will you do?

Workflow Coordination (85%)

• Manage & maintain multiple central team inbox's which support production and project work assignments for the Group Benefit team

• Triage, prioritize and assign work items based on team members skill set

• Support an environment that promotes team member accountability and autonomy

• Support multiple time tracking initiatives through work assignments

• Develop business knowledge related to CDSS to effectively conduct job responsibilities

• Assist team members in meeting specified Turn Around Time (TAT) standards (outstanding task daily team e-mail reminder, vacation preparation outstanding task team member e-mail reminder)

• Engage in the continuous improvement of your team and processes

• Influence the team direction through participation in strategic initiatives

Best practices and team development (15%)

• Work with the Best Practice Consultant and Manager on quality and service standard initiatives

• Manage or participate in different projects as they arise

What do you need to succeed?

• Strong written and verbal communication skills

• Post-secondary degree or 1-3 years of related work experience

• Excellent customer service skills

• Strong collaboration and negotiation skills

• Ability to work and demonstrate cooperation in a team environment

• Strong problem-solving and decision-making skills

• Proficient knowledge of Microsoft Excel

• Exceptional organizational skillsAs this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide

What would be nice to have?

• Knowledge of insurance industry including group benefits

• Experience with workflow management tools and processes

What's in it for you?

• We're proud to be recognized as a company with a 2025 Most Trusted Executive team by Great Place to  Work Canada

• Access to short-term assignments or 'Gigs' across the organization, to help you develop new skills and connections.

• A collaborative and interactive team environment

• Charitable giving through our You Give, We Give program lets you give back to your community – and in many  cases, we'll match your contributions.

• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to  support your well-being.

If you are passionate about delivering exceptional service, thrive in a dynamic team environment, and want to contribute to the success of a leading financial services organization, we encourage you to apply for the CDSS Workflow Administrator position at Sun Life.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you Several 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:

Job Category:

Posting End Date: