Service Associate, SunAdvantage
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 target 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