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Sun Life
Plan SpecialistSun Life • Waterloo, Ontario
Plan Specialist

Plan Specialist

Sun Life • Waterloo, Ontario
16 hours ago
Job type
  • Full-time
Job description

Job Description

:

12-month contract

Hybrid

Group Benefits Administration, Plan Specialist (band 4)

The Group Benefits Administration Plan Specialist provides a positive Client experience by completing the successful set- up and revisions of group plans by inputting data on various systems. Working in a production-oriented environment, this role demands strong technical skills, ability to manage multiple priorities simultaneously, an extreme focus on detail and quality, and completing work by necessary deadlines.

Main Accountabilities:

  • Process revisions within established service standards (accuracy & timeliness)
  • Set up and maintain plan coding on various systems
  • Promptly respond to inquiries from internal business partners, and Clients
  • Interpret plan design change requests; seeking clarification as necessary
  • Understand, analyze and make recommendations on system setups that support customer requirements
  • Partner with Service Representatives and Implementation Specialists to clarify plan design so that system setup is efficient and accurate
  • Manage work priorities in a multifunctional environment
  • Investigate and resolve escalated issues or complaints
  • Assess and negotiate target dates to meet customer expectations; demonstrate sensitivity to customer's business needs
  • Participate in business unit projects as requested

Competencies:

  • Highly focused attention to detail with a proven track record of superior quality working in a production environment
  • Superior English verbal and written communication skills
  • Proven skills in customer service delivery
  • Negotiation skills with the ability to work towards acceptable outcomes; offer solutions
  • Analytical, organized, and a self-starter
  • Ability to multi-task to achieve delivery dates
  • Effective issue resolution skills
  • Effective in a team setting; but also able to work independently
  • Ability to work under pressure, manage shifting priorities, meet customer needs, and adapt to an ever-improving environment

Assets:

  • 3+ years experience working in a production-oriented environment where high-quality data entry was required
  • Bilingual in both English and French
  • Comprehensive knowledge of Group benefits and familiarity with common plan designs
  • Knowledge of Plan administration systems and their interdependencies;
  • An understanding of the sales office distribution network, sales practices and procedures
  • Ability to work flexible hours during periods peak volumes

Location:

  • Waterloo or Montreal

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 .

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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Plan Specialist • Waterloo, Ontario

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