Job Description
: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 & 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 do you need to succeed?
Minimum of 2 years experience / Strong knowledge of Group Benefits with an understanding of products, processes and distribution
3 to 5 years relevant work experience in a service-related role
Post-secondary education
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
Unique requirements:
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
What's in it for you?
The opportunity to move along a variety of career paths with amazing networking potential
Flexible Benefits from the day you join to meet the needs of you and your family
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 honoured to be recognized as a 2025 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
Service Specialist • Waterloo, Ontario
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