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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong knowledge of Group Benefits and excels in client relationship management, ensuring exceptional service delivery and effective communication. Capable of training and supporting Plan Administrators and Advisors while managing multiple priorities and deadlines.
Highest-signal resume keywords
Group Benefits KnowledgeClient Relationship ManagementAnalytical Problem SolvingExcellent Communication SkillsTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Group BenefitsPlan Design ChangesService Delivery ProcessesData GatheringE-ServicesAdministrative PracticesClient Needs AssessmentTraining DeliveryNegotiationConflict Management
Soft Skills
Client EmpathyTeam CollaborationIndependenceOrganizational SkillsInfluence
Tools & Technologies
WordExcelPowerPoint
Certifications & Qualifications
Valid Driver's License
Industry Keywords
Service-Related ExperiencePlan AdministratorsPlan AdvisorsImplementation TeamClient Experience
About the role
Key responsibilities & impact- Arrange service calls with clients and meet to discuss and proactively promote Sun Life group benefit products and services
- Prepare for and deliver plan member education sessions and benefit fairs
- Train and update Plan Administrators and Advisors on E-Services and Administrative Practices
- Participate in finalist presentations
- Provide ongoing support to Plan Administrators and Plan Advisors by finding solutions to issues and sharing ideas to improve service delivery and processes
- Understand client wants and needs and take action to meet and exceed them
- Work closely with the Implementation Team and new clients during implementation to successfully install new business
- Meet with new clients to gather data critical to installation of new business
- Prepare and implement revisions for plan design changes
- Manage target dates with clients and Advisors regarding plan design changes
- Participate in training, monthly Service Representative meetings, educational training on new product offerings and process updates
- Participate in huddles and team meetings and share learnings constructively
- Report to the Service Manager, Business Development
Requirements
What you’ll need- Minimum of 2 years experience
- Strong knowledge of Group Benefits, including products, processes and distribution
- 3 to 5 years relevant work experience in a service-related role
- Post-secondary education
- Client empathy and commitment to providing an excellent service and Client experience
- Ability to build strong 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 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
- Strong conflict management skills
- Valid drivers license
- Some travel will be required
- May require additional work beyond the normal work day
Benefits
Comp & perks- A friendly, collaborative and inclusive culture
- A collaborative and interactive team environment
- Choice and flexibility to work from both the office and virtually based on business, Client and employee needs
- Training and educational opportunities on new product offerings and process updates
- Supportive leaders and opportunities for growth and achievement
- Incentive plans for eligible employees, with payment discretionary and subject to individual and company performance
- Sales incentive plans for certain sales-focused roles
- Accommodation in the application process for persons with disabilities