Plan Specialist

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

As a Plan Specialist, you will support a positive Group Benefits client experience via the successful set up and revision of group plans on various systems. This role requires strong technical skills, workflow management ability as well as a passion for high quality customer service.

What will you do?

• Processing new business and/or revisions within established service standards for quality and timeliness
• Interpret plan design details, seek clarification to ensure "right" outcome
• Partner with Service Specialists and Implementation Specialists to clarify plan design so that system setup is efficient and accurate
• Respond to inquiries from Clients and internal business partners
• Assess and negotiate target dates to meet Client expectations
• Share knowledge and technical expertise with colleagues and business partners
• Understand and analyze Client needs to recommend system setup that supports those needs
• Participate in projects as requested
• Contribute and be proactive in leading change.

What do you need to succeed?

• Proven skills in Client service
• Effective analytical and resolution skills
• Computer literacy and strong attention to details
• Ability to work independently with a sense of initiative and self-reliance
• Ability to multitask in a multi-functional environment with shifting priorities
• Strong organizational and time management skills

Preferred skills:

• Knowledge of Group Benefits is an asset
• Bilingualism in both French and English is an asset (outside of Quebec)
• Minimum 2 years of post-secondary education

Other:

• Overtime may be required during peak periods.
• Ability to work flexible hours during periods of peak volumes.

What's in it for you?

• A caring, supportive, and inclusive culture
• Opportunities to own your career development with programs to continuously learn, build skills, grow through coaching and more
• Pension, stock and savings programs to help build and enhance your future financial security
• Wellness programs that support the three pillars of your health – mental, physical and financial
• We're honoured to be recognized as a 2024 Best Workplaces in Ontario by Great Place to Work Canada
• Flexible Benefits from the day you join to meet the needs of you and your family

#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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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