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 an 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 high profile 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 high profile accounts/ Advisors

• 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 Monthly Service Representative meetings

• Participate in working group meeting for BD Best Practices project or other initiatives within BD or internal partners

What do you need to succeed?

• 3-5 years relevant work experience in a Service-related role within Group Benefits

• Post secondary education

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

• In-depth understanding of the group sales office distribution system, sales practices and procedures

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

• Demonstrated 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 time management and organizational skills

• Excellent oral and written communication skills

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

Other Requirements

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

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

• 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

• Wellness programs that support the three pillars of your health - mental, physical and financial

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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