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    Plan Specialist - Montreal, Canada - Sun Life

    Sun Life
    Sun Life Montreal, Canada

    2 weeks ago

    Default job background
    Full time
    Description

    Job Description

    :

    Location : Hybrid

    As a Plan Specialist, you will support a positive Group Benefits client experience via the successful set up and revision of group plans on various systems. This role demands strong technical skills, workflow management ability as well as a passion for high quality customer service.

    What will you do?

  • Processing new business and/or revisions within established service standards (accuracy & timeliness).
  • Respond to inquiries from customers and internal business partners
  • Interpretation of plan design details; seek clarification to ensure "right" outcome
  • Understanding and analysis of customer needs to recommend system setup that supports those needs
  • Partnering with Service Representatives, Implementation Specialists, Customers and Advisors to clarify plan design so that system setup is efficient and accurate
  • Investigate and resolve escalated issues or complaints
  • Assess and negotiate target dates to meet customer expectations; demonstrate sensitivity to customer's business needs

    • What do you need to succeed?

  • Effective analytical and resolution skills
  • Computer literacy and strong attention to details
  • Ability to work independently with a sense of initiative and self-reliance
  • Ability to multitask in a multi-functional environment with shifting priorities
  • Strong organizational and time management skills
  • Proven skills in client service
  • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English-speaking manager outside Quebec.

    • Asset:

  • Bilingualism in both French and English (outside of Quebec)
  • Knowledge of Group Benefits, with knowledge of Plan Administration systems (Chess and Oasis) and/or Group Client Services process knowledge
  • Minimum 2 years of post-secondary education

    • Other:

  • Overtime may be required during peak periods.
  • Ability to work flexible hours during periods of peak volumes.

    • What's in it for you?

  • A caring, supportive, and inclusive culture
  • Opportunities to own your career development with programs to continuously learn, build skills, grow through coaching and more
  • Pension, stock and savings programs to help build and enhance your future financial security
  • Wellness programs that support the three pillars of your health – mental, physical and financial
  • We're honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work Canada
  • Flexible Benefits from the day you join to meet the needs of you and your family
  • As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office
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