01Overview
Service Specialist (Group Benefits)
Experience: 3 to 5 years
Location: Vancouver, British Columbia
Skills: Group Benefits, Client empathy, Analytical skills, MS Word, MS Excel, MS PowerPoint, Time management, Organizational skills, Negotiation, Conflict management
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. You'll 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, you'll 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.
What will you do:
Arrange service calls with clients and meet to discuss and proactively promote Sun Life group benefit products & services
Prepare for and deliver plan member education sessions and benefit fairs
Train and update Plan Administrators and Advisors on our E-Services and our Administrative Practices
Participate in finalist presentations
Provide on-going support to Plan Administrators and Plan Advisors by actively finding solutions to issues, and share ideas with team members that could improve service delivery and processes
Understand client wants and needs and take action to meet and exceed them
Work closely with Implementation Team and new clients during the implementation process to successfully install new business
Meet with new clients to gather data critical to installation of new business
Prepare revisions for plan design changes and implement new plan design changes
Manage target dates with clients and Advisors with respect to plan design changes
Actively participate in Training, Monthly Service Representative meetings, Educational training on new product offering and various process update
Actively participates in huddles & team meetings and shares learnings in a constructive manner
What will you need to succeed:
3 to 5 years relevant work experience in a service-related role
Strong knowledge of Group Benefits
Client empathy and commitment to providing an excellent service and Client experience
Ability to build robust working relationships
Ability to work independently and as part of a high functioning team
Strong analytical and problem solving abilities
Proven ability to meet goals, manage high volumes of work and work collaboratively within the team, and across multiple teams
Excellent oral and written communication skills
Proficient in technological systems such as Word, Excel, PowerPoint etc.
Strong time management and organizational skills
Ability to manage deadlines and to work using influence and negotiation
Solid conflict management skills
Post-secondary education
Strong Group Benefits business knowledge with an understanding of products, processes and distribution
There may be times when additional work beyond the normal work day is required
What's 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
A collaborative and interactive team environment
Being part of our journey in developing the next greatest digital experience
Working together, sharing common values and encouraging growth & achievement
Salary Range:
60,000/60 000 - 97,000/97 000
Job Category:
Sales - Client Relationship Management
Posting End Date:
10/04/2026 .