Service Specialist (Group benefits)

Do you thrive in a fast-paced environment? Do you enjoy supporting multiple high-touch clients?

We are looking for an experienced Service Specialist to join SunSolutions and National Accounts within Group Benefits, Business Development. In this role, you will be responsible for servicing a block of business as well as participating in the acquisition and installation of new business. This role will report to the Service Manager, Business Development.

What will you do?

• Arrange service calls with clients and meet to discuss and proactively promote Sun Life group benefit products & services

• Prepare for and deliver plan member education sessions and benefit fairs

• Train and update Plan Administrators and Advisors on our E-Services and our Administrative Practices

• Participate in finalist presentations

• Provide on-going support to Plan Administrators and Plan Advisors by actively finding solutions to issues, and share ideas with team members that could improve service delivery and processes

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

• Work closely with Implementation Team and new clients during the implementation process to successfully install new business

• Meet with new clients to gather data critical to installation of new business

• Prepare revisions for plan design changes and implement new plan design changes

• Manage target dates with clients and Advisors with respect to plan design changes

• Actively participate in Training, Monthly Service Representative meetings, Educational training on new product offering and various process update

• Actively participates in huddles & team meetings and shares learnings in a constructive manner.

What will you need to succeed?

• 3 to 5 years relevant work experience in a service-related role

• Strong knowledge of Group Benefits

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

• Ability to build strong working relationships

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

• Strong analytical and problem solving abilities

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

• Excellent oral and written communication skills

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

• Strong time management and organizational skills

• Ability to manage deadlines and to work using influence and negotiation

• Strong conflict management skills

Requirements:

• Strong Group Benefits business knowledge with an understanding of products, processes and distribution

• Valid drivers license

• Some travel will be required in this role

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

• Post-secondary education

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

• A friendly, collaborative and inclusive culture

• A collaborative and interactive team environment

• Being part of our journey in developing the next greatest digital experience

• Working together, sharing common values and encouraging growth & achievement