Service Specialist

Description:

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.

Accountabilities

• 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.

Successful Candidate

• 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