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Bilingual Document Specialistsun life • Sun Life Montreal Metcalfe
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Bilingual Document Specialist

Bilingual Document Specialist

sun life • Sun Life Montreal Metcalfe
6 days ago
Job type
  • Full-time
Job description

Job Description

:

Join our Group Benefits Administration team as a Bilingual Document Specialist where you'll play a critical role in delivering exceptional customer experience through precise document creation and technical expertise.


In this role, you'll be at the heart of our Group Benefits operations, partnering with cross-functional teams to transform complex plan designs into accurate, customer-ready contracts and handbooks. This position offers a unique blend of technical document management, customer service, and strategic internal partnerships.

What will you do?

  • Processing new business and/or revisions documents within established service standards (accuracy & timeliness)
  • Create and modify client documents such as contracts and employee handbooks
  • Respond to inquiries from internal business partners
  • Interpretation of plan design details and seeking clarification to ensure right outcome
  • Understanding and analysis of customer needs to recommend system setup that supports those needs
  • Partnering with Service Representatives, Implementation Specialists and Advisors to clarify plan design so that documents output is efficient and accurately reflects the customer expectations
  • Manage work priorities in a multifunctional environment
  • Investigate and resolve escalated issues or complaints
  • Assess and negotiate target dates to meet customer expectations and demonstrate sensitivity to customer's business needs
  • Participate in projects, as needed.

What do you need to succeed?

  • Bilingualism (French, English)) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada
  • Strong verbal and written communication skills with proven customer service skills
  • Analytical, attention to detail and a self-starter with effective problem-resolution skills
  • Negotiation skills with the ability to work towards acceptable outcomes and propose solutions
  • Organized and ability to multitask to achieve deadlines
  • Ability to work well both independently and as part of a team
  • Ability to work under pressure, meet customer needs and adapt to a changing environment

Preferred skills

  • Knowledge of Group Benefits
  • Knowledge of Plan Administration systems and their interdependencies

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 2026 Best Workplaces in Canada 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

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Bilingual Document Specialist • Sun Life Montreal Metcalfe