• Coordinate service calls with clients to discuss and promote Sun Life group benefit
products and service
• Conduct plan member education sessions and benefit fairs
• Support Plan Administrators and Advisors by resolving issues and providing training on
administrative practices and e-services
• Collaborate with Implementation Team to successfully onboard new clients
• Gather critical data from new clients for business installation
• Manage plan design changes, including preparation, implementation, and timeline
coordination with clients and Advisors
• Provided support for business acquisition and retention activities to the Business
Development team
• Coordinated and responded to inquiries from Clients, Advisors, and Consultants (via
telephone and email)
• Performed data entry and maintained accurate internal reporting and tracking tools
• Composed and prepared various correspondence and presentations
• Requested and prepared various reports for advisors and clients
• Ordered promotional and business supplies
• Collaborated closely with other business areas (e.g., underwriting, disability, group
operations)
• Managed incoming and outgoing mail
• Assisted with compiling relevant information for renewals
• Worked independently and as part of a high-functioning team
• Demonstrate excellent oral and written communication skills in both English and
French
• Ability to manage multiple projects
simultaneously and multitask
• Excellent organizational skills, work planning,
priority management, and handling unexpected
situations
• Ability to manage tight deadlines diligently
• Team spirit and collaboration
• Discretion and judgment
• Detail-oriented and autonomous
• Creative, innovative, and positive attitude
• Great adaptability
• Excellent communication skills