Firm Experience Specialist
Firm Experience Specialist
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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:
Are you a clientcentric individual passionate about providing an exceptional client service experience If this sounds like you consider joining the Independent Channel Firm Experience team. Reporting to the Independent Channel Advisor Experience Managerthe Firm Experience Specialist is the main point of intake for backoffice staff are experiencing escalations sensitive issues or have not received the service they expected from our teams. You will assist these Firms in navigating Sun Life while providing support via phone and email and escalating inquiries that require handling by a Firm Experience Consultant.
Major Responsibilities:
- Establish manage and maintain exceptional working relationships with Firm back offices and internal partners
- Provide individual case support with the goal of helping Firms understand Sun Life products processes and to place new business
- Respond to both phone and email inquiries about Sun Lifes individual life and health products and processes within the New Business area
- Tracking tasks and events within CSW
- Engaging the Senior New Business Service Support as required
- Apply client for life principles while problem solving and implementing operational efficiencies with specific annual continuous improvement targets
- Triage in force requests and provide response back to Firms as required
- Commitment to help manage all mandatory regulatory and compliance requirements to safeguard the interests of our clients and business
Core Competencies:
- Knowledge of Sun life Wholesale products including Par Universal Life Term Critical Illness and Long Term Care
- Ability to prioritize competing inquiries from phone and email and multitask a variety of requests at one time
- Strong phone and active listening skills
- Good time management skills
- A solid understanding of the Wholesale Distribution channel
Education and Experience
- Minimum 24 years of Client Facing Experience
- As this position is posted in several locations we specify that bilingualism (French English both oral and written) is for Quebec only for the frequent interactions with English and Frenchspeaking colleagues or internal partners across Canada or worldwide.
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.
- English (United States)
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:
47000//77 000Job Category:
Customer Service / OperationsPosting End Date:
25/05/2025Required Experience:
Unclear Seniority
Employment Type
Full-Time
