SunAdvantage Service Associate
SunAdvantage Service Associate
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Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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:
Do you thrive in a fastpaced environment Do you enjoy supporting multiple hightouch clients
We are looking for an Service Associate to join SunAdvantage in the Group Benefits Business Development area. In this role you will partner with an Account Executive in establishing and maintaining relationships for a portfolio of high profile SunAdvantage Consultants and Advisors. You will have a joint responsibility of ensuring all aspects of the Advisor and Broker needs are met in a timely and satisfactory manner as well supporting business development activities such as quotes activity sales etc. This role will report to the Service Manager Business Development.
What will you do
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 high profile accounts/ Advisors
Work closely with SunAdvantage business partners to successfully manage and support Advisors 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 Monthly Service Representative meetings
Participate in working group meeting for BD Best Practices project or other initiatives within BD or internal partners
What do you need to succeed
35 years relevant work experience in a Servicerelated role within Group Benefits
Post secondary education
Group Benefits business knowledge with an understanding of products processes and distribution
Indepth understanding of the group sales office distribution system sales practices and procedures
Client empathy and commitment to providing excellent service and Client experience
Demonstrated strong working relationships
Ability to work independently and as part of a high functioning team
Strong analytical and problemsolving abilities
Proven ability to meet goals manage high volumes of work and work collaboratively within the team and across multiple teams
Excellent time management and organizational skills
Excellent oral and written communication skills
Proficient in technological systems such as Word Excel PowerPoint
Other Requirements
There may be times when additional work beyond the normal workday is required
Whats in it for you
Being a member of the Sun Life family a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly collaborative and inclusive culture
Flexible Benefits from the day you join to meet the needs of you and your family
Pension stock and savings programs to help build and enhance your future financial security
Wellness programs that support the three pillars of your health mental physical and financial
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 email a request to .
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
49000//80 200Job Category:
Customer Service / OperationsPosting End Date:
27/04/2025Required Experience:
IC
Employment Type
Full-Time
