- Process new business and/or revisions documents within established service standards (accuracy & timeliness)
- Respond to inquiries from internal business partners
- Interpretation of plan design details; seek clarification to ensure "right" outcome
- Understand and analyse of customer needs to recommend system setup that supports those needs
- Partner with Service Representatives, Implementation Specialists, Customers and Advisors to clarify plan design so that documents output is efficient and accurately reflects the customer expectations
- Manage work priorities in a multifunctional environment
- Investigate and resolve escalated issues or complaints
- Assess and negotiate target dates to meet customer expectations; demonstrate sensitivity to customer's business needs
- 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.
- Proven skills in customer service delivery
- Negotiation skills with the ability to work towards acceptable outcomes; offer solutions
- Analytical, organized and a self-starter
- Attention to detail
- Ability to multi-task to achieve delivery dates
- Effective in a team setting; also able to work independently
- Superior verbal and written communication skills; ability to "talk with a customer"
- Ability to work under pressure, meet customer needs and adapt to a changing environment
- In-depth knowledge of Group benefits and Group Division Structure
- In-depth understanding of Group Client Services procedures and available services
- In-depth knowledge of Plan administration systems and their interdependencies
- An understanding of the sales office distribution network, sales practices and procedures
- The opportunity to move along a variety of career paths with amazing networking potential
- A caring, supportive, and inclusive culture
- Time off giving you the flexibility to focus on the moments that matter. 15 days vacation per year
- 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
- Occasional overtime may be required
- May require flexibility to adjust start/stop times
Bilingual Document Specialist - Montreal, Canada - Sun Life
Description
Job Description
: Location : hybrid
The focus of this Documents Specialist role in Group Benefits Administration is to support a positive GB customer experience through the successful set up of New Business and Revision documents. This role demands strong technical skills, workflow management ability as well as a passion for both high quality customer service and relationship management.
What will you do?
What you need to succeed?
Nice to have
Reasons why you should join us under the sun
Notes / Unique Requirements:
This role offers a competitive salary that is based on the combination of experience level, skills and knowledge.
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 .
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Job Category:
Customer Service / OperationsPosting End Date:
29/04/2024