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Service Specialist
Service SpecialistSun Life • Sun Life Waterloo King
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Service Specialist

Service Specialist

Sun Life • Sun Life Waterloo King
24 days ago
Job type
  • Full-time
Job description

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

Specific 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

Why join Sun Life:

  • 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

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Service Specialist • Sun Life Waterloo King

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