Plan Specialist

Ontario - Canada

Monthly Salary: Not Disclosed

Posted on: 22 hours ago

Vacancies: 1 Vacancy

Job Summary

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:

Location: Hybrid

As a Plan Specialist you will support a positive Group Benefits client experience via the successful set up and revision of group plans on various systems. This role requires strong technical skills workflow management ability as well as a passion for high quality customer service.

What will you do

Processing new business and/or revisions within established service standards for quality and timeliness
Interpret plan design details seek clarification to ensure right outcome
Partner with Service Specialists and Implementation Specialists to clarify plan design so that system setup is efficient and accurate
Respond to inquiries from Clients and internal business partners
Assess and negotiate target dates to meet Client expectations
Share knowledge and technical expertise with colleagues and business partners
Understand and analyze Client needs to recommend system setup that supports those needs
Participate in projects as requested
Contribute and be proactive in leading change.

What do you need to succeed

Proven skills in Client service
Effective analytical and resolution skills
Computer literacy and strong attention to details
Ability to work independently with a sense of initiative and self-reliance
Ability to multitask in a multi-functional environment with shifting priorities
Strong organizational and time management skills

Preferred skills:

Knowledge of Group Benefits is an asset
Bilingualism in both French and English is an asset (outside of Quebec)
Minimum 2 years of post-secondary education

Other:

Overtime may be required during peak periods.
Ability to work flexible hours during periods of peak volumes.

Whats in it for you

A caring supportive and inclusive culture
Opportunities to own your career development with programs to continuously learn build skills grow through coaching and more
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
Were honoured to be recognized as a 2024 Best Workplaces in Ontario by Great Place to Work Canada
Flexible Benefits from the day you join to meet the needs of you and your family

#LI-Hybrid

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 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 .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing screening interview scheduling.

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

Salary Range:

49000/49 000 - 77000/77 000

Job Category:

Customer Service / Operations

Posting End Date:

30/01/2026

Required Experience: