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Sun Life
Plan Specialist (ME)Sun Life • Sun Life Toronto One York
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Plan Specialist (ME)

Plan Specialist (ME)

Sun Life • Sun Life Toronto One York
7 days ago
Job type
  • Full-time
Job description

Job Description

:

The focus of this role is to support a positive Group Benefits customer experience via the successful set up and revision of group plans on various systems. This role demands strong technical skills, workflow management ability as well as a passion for high quality customer service. The ME/OASIS Setup Specialist is primarily responsible for setup of the Member Enrolment Site, testing and client technical support. Incumbents will spend a large portion of time working in a project management capacity to ensure the accurate and timely implementation of new Member Enrolment and annual re-enrolments for existing Member Enrolment clients.

What will you do?

  • Processing new business and/or revisions within established service standards (accuracy & timeliness).

  • Respond to inquiries from customers and internal business partners

  • Negotiate internally and externally to ensure Sun Life is able to accurately administer the benefit program

  • Understanding and analysis of customer needs to recommend system setup that supports those needs

  • Partnering with various other staff to clarify plan design so that system setup is efficient and accurate

  • Act as a subject matter expert for Member Enrolment and / or GBTA in various projects and initiatives as well as conduct Business Acceptance testing for system enhancements as relating to Member Enrolment.

What do you need to succeed?

  • Proven skills in customer service delivery, Analytical thinking, organization and a self-starter

  • Negotiation skills with the ability to work towards acceptable outcomes; offer solutions

  • Ability to multi-task to achieve delivery dates

  • Effective issue resolution skills and attention to detail

  • Knowledge of Group benefits and Group Division Structure

  • Understanding of Group Client Services procedures and available services;

  • In-depth knowledge of Plan administration systems and their interdependencies

  • Ability to work in a team setting; also able to work independently

  • Superior verbal and written communication skills; ability to "talk with a customer".

  • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is requiredfor Quebec onlyfor the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Asset:

  • Minimum 2 years of post-secondary education and at least 3 years of directly-related business experience

  • Bilingual in both French and English, written and spoken

  • Strong knowledge of Group systems and web application; Some proficiency with data management tools such as Excel, Access & MS Project

  • Knowledge of Group benefits and Group Division Structure and offered services

  • Proven ability to work effectively in a fast-paced environment with fluctuating work volumes and schedules

  • Positive attitude and strong team player

  • Strong organizational and time-management skills

  • Strong sense of initiative and ability to think outside the box

What's in it for you?

  • We’re proud to be recognized as a company with a 2026 Most Trusted Executive team by Great Place to Work® Canada

  • Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.

  • A collaborative and interactive team environment

  • Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions.

  • Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

Specific note:

Occasional over time is required during periods with high incoming volumes in order to meet client expectations

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Plan Specialist (ME) • Sun Life Toronto One York

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