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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, with the ability to effectively communicate and educate clients on products and services. Proven experience in managing client relationships, problem-solving, and delivering exceptional service in a collaborative team environment.
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
Plan Design ChangesService Delivery ImprovementData GatheringE-Services TrainingClient Needs Assessment
Soft Skills
Client EmpathyConflict ManagementTeam CollaborationIndependenceNegotiation
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPoint
Certifications & Qualifications
Valid Driver's License
Industry Keywords
Service-Related ExperiencePlan AdministratorsPlan AdvisorsImplementation TeamBenefit Fairs
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 install new business successfully
- 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 for plan design changes
- Participate in training, Monthly Service Representative meetings, educational training on new product offerings, process updates, huddles, and team meetings
- Report to the Service Manager, Business Development
Requirements
What you’ll need- Minimum of 3 years experience / Strong knowledge of Group Benefits with an understanding of 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 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
- Strong conflict management skills
- Valid drivers license
- Some travel will be required in this role
- There may be times when additional work beyond the normal work day is required
Benefits
Comp & perks- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs
- Hybrid work with the choice and flexibility to work from both the office and virtually
- Continuous improvement and digital enterprise experience opportunities
- Training and educational opportunities on new product offerings and process updates