Commission and Payroll Associate

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:

The Commission and Payroll Associate is responsible to provide advisor compensation services. The candidate will actively correspond with Brokers in the industry through all mediums of communication. The Commission Associate will also work with various internal partners and support to meet the established service standards.

Main Accountabilities:

• Ensure weekly pay periods close with successful release of compensation payments to advisors.
• Perform manual calculations, ensuring to apply appropriate processes, tools and techniques to perform the commission and disbursement functions.
• Respond to advisor and distribution firms' queries in a timely manner, to ensure a high degree of client satisfaction.
• Develop and maintain good client relationships by providing clear, concise and professional verbal and written descriptions/explanations in accordance with the Privacy and Confidentiality Guidelines.
• Support Regional Directors of Business Development and Client Relationship Executives/Managers in finding resolutions to commission issues
• Support Finance by investigating and resolving accounting discrepancies, variances and errors within the established turnaround time
• Process advisor-of-record changes within the established turnaround time.
• Investigate unprocessed activities and system error messages on a daily basis and take appropriate action to complete the necessary adjustments timely to meet the disbursement deadlines.
• Reconcile commissions for policy and advisor terminations
• Monitor and manage the collection of all advisor debt balances

Competencies:

• Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.
• Strong communication skills (written and verbal)
• Workflow and time management skills
• Solid ability to organize, prioritize and multi-task
• Strong sense of ownership
• Team oriented and service oriented with interpersonal skills
• Experience with Microsoft applications
• Ability to work under pressure
• Analytical thinking

Assets:

• Knowledge of Group Insurance
• Experience in a customer service environment
• Experience in a multitasking environment

What's in it for you?

• 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 lives.
• We're honoured to be recognized as a 2024 Best Workplaces by Great Place to Work Canada
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock, and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential

#LI-Hybrid

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.

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