Service Representative, Sponsored Markets

Sun Life Financial - Toronto, ON (30+ days ago)

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You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:
Service Representative, Sponsored Markets

As the Sponsored Markets Service Representative, you are responsible for servicing an in-force block of business as well as participating in the acquisition of new business. You will communicate with clients, brokers/advisors/consultants, plan administrators, and internal Sun Life stakeholders, participate in project-related activities to support both client and internal team goals. Reporting to the Director, Sponsored Markets, you will also work closely with the Client Relationship Managers across all Sponsored Markets business segments (Association and Affinity, Creditor, and Students).

To be successful you will need to have worked in this area for a few years to know how to deliver timely and accurate responses and resolutions to all aspects of the client and/or intermediary needs, such as member eligibility, claim inquiries, and plan financials, be versatile and thrive in an everchanging business environment.

What’s in it for you?

For now you will work from home, and when this team returns to the office you will be based out of the One York, Toronto location.
Flexible Benefits from the day you join to meet the needs of you and your family
Working together, sharing common values and encouraging growth & achievement

What will you do?

Review and triage requests (e.g., coverage questions) from in-force block of business and Prepare, review, and assist Client Relationship Managers in presentation of client materials - including preparing and presenting at finalists presentations
Gather, manipulate, and present critical data such as premiums, claims, and demographic files to assist other functions of Sponsored Markets - Financial Underwriters, Product Managers, Finance, and Contracts
Manage target dates with clients and intermediaries with respect to plan design changes, renewals, and other critical client projects, where you also play a role in preparing those revisions or changes.
Work closely with implementation teams to successfully install new business and correspond with other Sun Life areas outside Sponsored Markets – Claims, Medical Underwriting, Administration, Marketing – as required to ensure satisfactory client service
Provide training and ongoing support to Plan Administrators and intermediaries

What do you need to succeed?

Excellent customer service and communication skills (comfortable presenting and interacting with clients and intermediaries) and Bi-lingual (French and English) is an asset
Understanding of insurance financials, distribution systems, and business management, strong understanding of insurance benefits and products is an asset
Ability to build strong working relationships
High sense of accountability and autonomy, preference for some project management skills
Comfortable in technology systems, ability to adapt and learn quickly and solid knowledge of Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook

Don't wait, Apply now!

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

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 thebrightside@sunlife.com.

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

Salary Range:
49,400/49 400 - 80,800/80 800

Job Category:
Sales - Client Relationship Management

Posting End Date:
07/08/2020