Group Benefits - SunAdvantage Service 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:

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.

What will you do?

• Review and gather data needed for quoting and for the installation of new business or amendments to existing business

• Provide sales support to the Account Executive and Plan Advisors during/after installation of new and amended accounts

• Work closely with SunAdvantage business partners to successfully manage and support Advisor’s in force block of business

• Manage target dates with Advisors with respect to new business and/ or plan design changes

• Understand Advisor wants and needs and take action to meet and exceed them

• Share ideas with team members that could improve service delivery and processes

• Actively 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 update

What do you need to succeed?

• Minimum of 1 to 3 years relevant work experience in a Service-related role

• College Degree

• Strong knowledge of Group Benefits

• Client empathy and commitment to providing excellent service and Client experience

• Ability to build strong working relationships

• Ability to work independently and as part of a high functioning team

• Analytical and problem-solving abilities

• Ability to meet goals, manage high volumes of work and work collaboratively within the team, and across multiple teams

• Time management and organizational skills

• Excellent oral and written communication skills

• Proficient in technological systems such as Word, Excel, PowerPoint

• There may be times when additional work beyond the normal work day is required

• As 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's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential

• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential

• We’re honored to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada

• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

*LI-MS

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 thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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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