Sun Life

General

• Support intake, coordination, and resolution of inquiries, issues, and service requests related to clients’ employee benefits packages
• Support absence, applicable PFMLs, short- and long-term disability, accommodation services, and other Sun Life services
• Drive client issues to accurate and timely resolution
• Communicate clearly and consistently with Sun Life and client stakeholders
• Partner with HR/benefits teams, payroll, employee relations, managers, and other personnel
• Answer questions, provide guidance, and support training or education on Sun Life services
• Guide client employees regarding Sun Life-related benefits and available resources
• Build and maintain understanding of in-force Sun Life benefits
• Coordinate accurate employee-benefit processing
• Assist with benefit claims submission and monitor claim progression
• Support employees through return-to-work processes
• Support employees through the Evidence of Insurability process
• Participate in client meetings and answer benefits questions
• Advise on benefit administration, disability coverage, paid leave administration, and plan management
• Use client administration systems to gather employee status information
• Create and deliver client-facing training and presentations
• Develop visual content and structure information for clarity and impact
• Analyze reports, conduct audits, and communicate findings to clients
• Perform root-cause analysis and communicate trends and service needs to Sun Life teams
• Implement measurable enhancements to benefit administration clarity and client experience
• Identify opportunities to improve service performance and measure the client relationship

Dedicated Client Liaison, Bi-Lingual

• Support intake, coordination, and resolution of inquiries, issues, and service requests related to employee benefits
• Provide support for absence, PFMLs, short- and long-term disability, accommodation services, and other Sun Life services
• Drive client issues to accurate and timely resolution
• Communicate with client HR/benefits teams, payroll, employee relations, managers, employees, and Sun Life teams
• Provide guidance and support training or education related to Sun Life services
• Build and maintain knowledge of the client’s in-force Sun Life benefits
• Coordinate accurate employee benefits processing
• Assist with benefit claims submission and monitor claim progression
• Support employees through return-to-work processes
• Guide employees through the Evidence of Insurability process
• Participate in client meetings and answer benefits questions
• Advise on benefit administration, disability coverage, paid leave administration, and plan management
• Use client administration systems to gather employee status information
• Create and deliver client-facing training and presentations
• Analyze reports, conduct audits, and communicate findings to the client
• Perform root cause analysis and communicate trends and employee experience insights
• Implement measurable enhancements to benefit administration clarity
• Identify opportunities to improve service performance and measure the client relationship

Bilingual

• Process new business and/or revision documents within established accuracy and timeliness standards
• Create and modify client contracts and employee handbooks
• Respond to inquiries from internal business partners
• Interpret plan design details and seek clarification to ensure the right outcome
• Analyze customer needs and recommend system setups
• Partner with Service Representatives, Implementation Specialists and Advisors to clarify plan design
• Manage work priorities in a multifunctional environment
• Investigate and resolve escalated issues or complaints
• Assess and negotiate target dates to meet customer expectations
• Participate in projects as needed

Bilingual Document Specialist

Consultant

• Conduct retrospective reviews of paid claims and analyze claims data to identify provider fraud, waste, or abuse
• Interpret dental radiographs and utilization reports
• Query data and conduct comprehensive drill-down analysis to identify utilization patterns and trends
• Investigate provider and member fraud and abuse in assigned markets
• Manage multiple clients and associated provider networks
• Collaborate with DentaQuest Dental Directors to support accurate and defensible clinical decisions
• Ensure audit decisions comply with Medicare regulations, State Medicaid Guidelines, the DentaQuest Office Reference Manual, and plan benefit limitations
• Assist with overpayment negotiations and provider corrective action
• Implement and update client Fraud, Waste, and Abuse processes
• Maintain client and agency relationships and manage investigative communications
• Lead client-facing meetings related to investigations
• Track investigative cases in the internal fraud tracking database
• Manage workflow, contractual obligations, and departmental metrics
• Prepare recovery documents and client contractual reports
• Maintain relationships with state Medicaid agencies and state and federal law enforcement
• Assist in evaluating departmental policies and procedures

Clinical Investigator Consultant

• Conduct retrospective reviews of paid claims and analyze claims data to identify provider fraud, waste, or abuse
• Interpret dental radiographs and utilization reports
• Query data and perform drill-down, peer, trend, and statistical analyses to detect utilization patterns
• Investigate provider and member fraud and abuse in assigned markets
• Manage multiple clients and associated provider networks
• Consult with DentaQuest Dental Directors to support accurate and defensible clinical decisions
• Educate providers, impose corrective action, and reach case resolution
• Collaborate with clients, managed care organizations, state agencies, and law enforcement
• Assist with overpayment negotiations with providers
• Implement and update client Fraud, Waste, and Abuse processes
• Conduct client-facing meetings and communications with providers
• Track investigative cases in the internal fraud tracking database
• Manage workflow to meet business needs, contractual obligations, and departmental metrics
• Prepare accurate recovery documents and client contractual reports
• Maintain relationships with clients, state Medicaid agencies, and state and federal law enforcement agencies
• Assist in evaluating departmental policies and procedures

Accounting Manager

• Support accounting, valuation and operational requirements for North American Private Fixed Income portfolios
• Prepare financial, statutory, regulatory, internal and client reporting
• Create daily movement files with accrued interest calculations
• Produce daily and monthly fund trial balances
• Perform control checks, loan price trending, valuation/trial balance analysis and reconciliations
• Complete monthly and quarterly financial reporting and ad hoc requests
• Act as Data Owner by investigating data across multiple systems and coordinating improvements with SLC functions
• Design and create Tableau dashboards for monthly reporting, trend analysis and KPI tracking
• Help develop efficient processes and maintain and enhance the internal control environment
• Report to the Associate Director, Loans Accounting and Controls

Analyst, Loans Accounting and Controls

Sales

• Acquire new clients with 10-50 employees through the sale of the group benefits portfolio
• Build relationships, provide timely quotes, and collaborate with internal partners to secure profitable business opportunities
• Achieve individual sales goals exceeding $3,000,000 annually
• Sell and market Group Life Insurance, Long Term Disability, Short Term Disability, Dental & Vision, and Supplemental Health Products
• Develop and maintain relationships with insurance brokers, general agents, and consultants
• Create and execute a strategic business plan for the designated territory
• Prospect new clients and develop a book of business through remote/virtual engagement
• Meet product targets and individual sales goals
• Build internal relationships to maximize performance, create specialized client solutions, and develop retention strategies
• Provide timely, accurate quotes representing profitable growth
• Execute sales strategies resulting in profitable growth
• Develop underserved markets through remote work and local presence
• Enhance key broker interactions and deepen top broker relationships
• Analyze broker scorecards, leverage intelligence, and implement effective selling strategies
• Conduct proactive client outreach through education, events, and networking
• Drive new business activities including calls, meetings, proposals, presentations, negotiations, and closing
• Maintain accurate records and track progress in Salesforce
• Act as a deal maker/closer in sales execution and negotiation
• Strategically plan business development activities
• Participate in ongoing training and professional development opportunities

Small Business Sales Specialist

Compliance

• Provide executive leadership across Strategic Initiatives & Innovation, Data & Insights, Registration & Licensing, and Governance Programs & Initiatives
• Integrate regulatory execution, governance and control frameworks, modernization, portfolio delivery and business priorities through a common strategy, roadmap and operating model
• Set priorities, allocate resources and lead the Director team
• Ensure initiatives progress from concept through adoption and sustainable ownership
• Set and execute an integrated multi-year strategy and roadmap aligned to organizational priorities, regulatory obligations, business outcomes and investment capacity
• Establish portfolio governance for intake, prioritization, sequencing, benefits realization, executive reporting and transition to business ownership
• Advise senior leaders on outcomes, trade-offs, dependencies, risks, capability gaps and decisions or escalations
• Build enterprise partnerships and lead portfolio-level change through direction, stakeholder engagement, communication, training, adoption and accountability
• Strengthen regulatory defensibility and first-line ownership through governance, control and supervision capabilities
• Lead regulatory change execution from horizon scanning and impact assessment through requirements, implementation, adoption and sustainable compliance evidence
• Oversee attestations, audit and regulatory findings, remediation commitments and management action plans
• Ensure field leaders, advisors and business partners receive guidance, communications and training
• Develop and execute modernization across process and operating-model redesign, technology, analytics, automation, AI and GenAI-enabled capabilities
• Provide executive oversight of registration and licensing operations
• Set direction for analytics, dashboards and performance measures
• Sponsor discovery through scaling, using evidence-based criteria to stop, iterate or expand solutions

AVP, Strategic Programs, Innovation, Insights, Regulatory Operations

Operations

• Develop and maintain a comprehensive data analytics strategy aligned with Canadian Operations objectives
• Evaluate and prioritize analytics opportunities to maximize business value
• Partner with Sun Life Canada’s Client Experience Office on Canada’s data and analytics strategy
• Establish metrics and KPIs to measure analytics function performance and business impact
• Lead the business intelligence function delivering operational dashboards, scorecards, and trending reports
• Manage reporting intake and prioritization from diverse stakeholders
• Create self-serve analytics capabilities for power users
• Transform complex operational data into visualizations for executive reporting and strategic planning
• Lead, coach, and develop a diverse analytics team
• Foster a high-performing culture focused on collaboration and innovation
• Provide career development, attract analytics talent, and build team capabilities

Director, Operations Analytics

• Develop and maintain a comprehensive data analytics strategy aligned with Canadian Operations objectives.
• Evaluate and prioritize analytics opportunities to maximize business value and drive data-driven problem solving.
• Partner with Sun Life Canada’s Client Experience Office to align with the overall Canada data and analytics strategy.
• Establish metrics and KPIs to measure analytics function performance and business impact.
• Lead the business intelligence function delivering operational dashboards, scorecards, and trending reports.
• Manage reporting intake and prioritization from diverse stakeholders.
• Create self-serve analytics capabilities for power users.
• Transform complex operational data into clear visualizations for executive reporting and strategic planning.
• Lead, coach, and develop a diverse analytics team.
• Foster a high-performing culture focused on collaboration and innovation.
• Provide career development, attract analytics talent, and build team capabilities.

Business Development Rep

• Recruit, onboard, train, develop and coach developing advisors during their first four years
• Help advisors establish their businesses and build holistic financial services practices covering life and health insurance and wealth products
• Source advisor candidates through community contacts, referrals and centres of influence
• Support candidates with licensing studies, market identification, business planning and joint client appointments
• Conduct training on product knowledge, sales processes, and pre- and post-sales support
• Coach advisors on prospecting, holistic practice development, cross-selling, sales cycles and business management
• Help advisors achieve sales growth, productivity and client engagement objectives
• Partner with head office Centre of Excellence teams to support advisors
• Monitor and track advisor activities and analyze data to generate business insights
• Oversee compliant operations, training, licensing, registration and product suitability reviews
• Escalate client complaints and conduct advisor investigations
• Ensure advisor conduct aligns with the Advisor Agreement
• Achieve recruiting and production metrics
• Foster positive district culture through events, recognition programs and meetings
• Build Sun Life and local advisors’ community presence through events, activities and sponsorships
• Report to the District Manager and collaborate with district and regional teams

Business Development Partner

Security Engineer

• Assist business units with information security risk assessment and compliance matters
• Conduct information security risk assessments for initiatives, third-party suppliers/external vendors, and applications
• Perform security contract reviews and advise on security best practices
• Review emerging security strategies
• Assess initiatives and projects to ensure controls align with Sun Life Information Security policies and directives
• Provide security consulting to safeguard confidential information from disclosure, modification, or destruction
• Report assessment status, identified risks, and current work activities to management
• Provide preliminary recommendations on information security risks
• Track and manage open security risks, remediation plans, and target dates
• Work with business and technology risk owners to ensure risk remediation
• Collaborate with Business, Architecture, Infrastructure, Legal, Compliance, Risk, and Privacy teams
• Report to the Director, Security Advisory Services

Information Security Advisor

• Recruit, onboard, train, develop, and coach developing advisors during their first four years
• Help advisors establish their businesses and build holistic financial services practices including life and health insurance and wealth products
• Report to the District Manager and collaborate with district and regional teams to generate business results
• Source advisor candidates through community contacts, referrals, and centres of influence
• Support candidates with licensing studies, market identification, business planning, and joint client appointments
• Train and onboard new advisors and oversee implementation of onboarding plans
• Provide product knowledge, sales process, and pre- and post-sales training
• Coach advisors on prospecting, holistic business development, cross-selling, sales cycles, business management, and related skills
• Help advisors achieve sales growth, productivity, client engagement, and other financial and strategic objectives
• Partner with head office Centre of Excellence teams to support advisors
• Monitor and track advisor activities and analyze data to generate business insights
• Ensure compliant operations, licensing, registration, and product suitability reviews
• Escalate Client complaints and support advisor investigations
• Ensure advisor conduct aligns with the Advisor Agreement
• Achieve recruiting and production metrics
• Foster positive District culture through events, recognition programs, and meetings
• Build community presence for Sun Life and local advisors through events, activities, and sponsorships

• Assist business units with information security risk assessment and compliance matters
• Conduct information security risk assessments for initiatives, applications, and third-party suppliers/external vendors
• Perform security contract reviews and ensure inclusion of security requirements
• Advise on information security best practices and review emerging security strategies
• Assess initiatives and projects to ensure controls align with Sun Life Information Security policies and directives
• Provide security consulting to safeguard confidential information from disclosure, modification, or destruction
• Report to management on assessment status, identified risks, and current work activities
• Provide preliminary recommendations on information security-related risks
• Track and manage open information security risks, remediation plans, and target dates
• Work with business and technology risk owners to ensure risk remediation
• Collaborate with Business, Architecture, Infrastructure, Legal, Compliance and Risk, and Privacy teams
• Report to the Director, Security Advisory Services

Financial Planning and Analysis

• Lead end-to-end coordination and execution of complex investment opportunities
• Establish governance structures, project plans, and decision-making forums
• Coordinate investment team inputs on returns, leverage, structures, capital requirements, and funding timelines
• Liaise across investment teams, business partners, support functions, and external stakeholders
• Coordinate investment recommendations, business cases, approval materials, memoranda, and presentations
• Lead local and global tax review coordination for fund investments and strategic transactions
• Coordinate legal and regulatory reviews of fund documentation, including LPAs, PPMs, and subscription agreements
• Support KYC/AML and entity documentation requirements
• Coordinate risk, capital, and governance reviews, including LICAT and local capital considerations
• Track governance approvals, conditions, and action items through execution and completion
• Lead operational readiness and onboarding for approved funds and investment mandates
• Coordinate implementation across Operations, Finance, Investment Operations, Technology, ALM, and external service providers
• Support execution of private market fund commitments and strategic investment initiatives
• Maintain and enhance the OCIO investment pipeline and transaction tracking framework
• Monitor opportunities from sourcing through funding and implementation
• Prepare executive reporting and governance materials for Corporate ALCO, senior leadership, and decision-making forums

Dedicated Client Liaison, Bi-Lingual

Dedicated Client Liaison, Bi-Lingual

Bilingual Document Specialist

Clinical Investigator Consultant

Clinical Investigator Consultant

Analyst, Loans Accounting and Controls

Small Business Sales Specialist

AVP, Strategic Programs, Innovation, Insights, Regulatory Operations

Director, Operations Analytics

Director, Operations Analytics

Business Development Partner

Information Security Advisor

Business Development Partner

Information Security Advisor

Senior Director, Investment Execution