Plan Specialist (ME)

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

• Negotiate internally and externally to ensure Sun Life is able to accurately administer the benefit program

• Understanding and analysis of customer needs to recommend system setup that supports those needs

• Partnering with various other staff to clarify plan design so that system setup is efficient and accurate

• Act as a subject matter expert for Member Enrolment and / or GBTA in various projects and initiatives as well as conduct Business Acceptance testing for system enhancements as relating to Member Enrolment.

What do you need to succeed

• Proven skills in customer service delivery Analytical thinking organization and a self-starter

• Negotiation skills with the ability to work towards acceptable outcomes; offer solutions

• Ability to multi-task to achieve delivery dates

• Effective issue resolution skills and attention to detail

• Knowledge of Group benefits and Group Division Structure

• Understanding of Group Client Services procedures and available services;

• In-depth knowledge of Plan administration systems and their interdependencies

• Ability to workin a team setting; also able to work independently

• Superior verbal and written communication skills; ability to talk with a customer.

• As this position is posted in several locations we specify that bilingualism (French English both oral and written) is requiredfor Quebec onlyfor the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Asset:

• Minimum 2 years of post-secondary education and at least 3 years of directly-related business experience

• Bilingual in both French and English written and spoken

• Strong knowledge of Group systems and web application; Some proficiency with data management tools such as Excel Access & MS Project

• Knowledge of Group benefits and Group Division Structure and offered services

• Proven ability to work effectively in a fast-paced environment with fluctuating work volumes and schedules

• Positive attitude and strong team player

• Strong organizational and time-management skills

• Strong sense of initiative and ability to think outside the box

Whats in it for you

• Were proud to be recognized as a company with a 2026 Most Trusted Executive team by Great Place to Work Canada

• Access to short-term assignments or Gigs across the organization to help you develop new skills and connections.

• A collaborative and interactive team environment

• Charitable giving through our You Give We Give program lets you give back to your community and in many cases well match your contributions.

• Care Days available for self-care or care of others (i.e. family or others you may support) and Sick Days to support your well-being.

Specific note:

Occasional over time is required during periods with high incoming volumes in order to meet client expectations