Service Specialist - Montreal - Sun Life Financial

Description

You are as unique as your background, experience and point of view. Here, you'll 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.

Job Description:

Do you thrive in a fast-paced environment? Do you enjoy supporting multiple high-touch clients?

We are looking for an experienced Service Specialist to join SunSolutions & National Accounts within Group Benefits, Business Development. In this role, you will be responsible for servicing a block of business as well as participating in the acquisition and installation of new business. This role will report to the Service Manager, Business Development.

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 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 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

Requirements:

• Strong Group Benefits business knowledge with an understanding of products, processes and distribution

• 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

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

• Post-secondary education

Why join Sun Life:

• 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

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 factors. In 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:

58,000/ ,000/93 000

Job Category:

Sales - Client Relationship Management

Posting End Date:

27/02/2026