Job Description
Sun Life is a leading financial services company that aims to help Clients and Employees achieve lifetime financial security and live healthier lives. They are seeking a Service Associate to support multiple high-touch clients in the Group Benefits Business Development area, ensuring Advisor and Broker needs are met while participating in business development activities. Responsibilities Review and gather data needed for quoting and for the installation of new business or amendments to existing business Provide sales support to the Account Executive and Plan Advisors during/after installation of new and amended accounts Work closely with SunAdvantage business partners to successfully manage and support Advisor’s in force block of business Manage bolthires dates with Advisors with respect to new business and/ or plan design changes Understand Advisor wants and needs and take action to meet and exceed them Share ideas with team members that could improve service delivery and processes Actively participate in huddles & team meetings and share learnings in a constructive manner Actively participate in Training, Monthly Service Representative meetings, Educational training on new product offering and various process update Skills Minimum of 1 to 3 years relevant work experience in a Service-related role Strong knowledge of Group Benefits Client empathy and commitment to providing excellent service and Client experience Ability to build strong working relationships Ability to work independently and as part of a high functioning team Analytical and problem-solving abilities Ability to meet goals, manage high volumes of work and work collaboratively within the team, and across multiple teams Time management and organizational skills Excellent oral and written communication skills Proficient in technological systems such as Word, Excel, PowerPoint Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide There may be times when additional work beyond the normal work day is required High School Diploma or higher Company Overview Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives.
It was founded in 1865, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is