Client Service Representative - Group Retirement Services Payout Annuity Services

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: Hybrid (needs to be in office 2 days/week)

Group Retirement Services -Payout Annuity is looking for a proven and skilled individual who is willing to join a dynamic and challenging environment.

This role demands strong workflow management ability, attention to detail and a passion for high quality customer service.

What will you do:

• Set up and maintain annuitant member information on various systems

• Promptly respond to inquiries from internal business partners

• Clients Responsible to manage complex process with high volume of data using Excel Spreadsheets

• Investigate and resolve escalated issues and complaints quickly and accurately

• Manage work priorities in a multifunctional environment

• Responsible for plan reconciliation and other plan specific tasks

• Is accountable to deliver superior customer service to future and existing pensioners who contact our call center.

• Respond to client inquiries received in our call center or in writing.

• Responsible for handling changes to client files.

What do you need to succeed:

• 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.

• At least 3 years of customer service experience

• Focused attention to detail with a proven track record of superior quality working in a production environment

• Problem solving skills and resolution skills

• Ability to work under pressure, manage shifting priorities, meet customer needs, and adapt to an ever-improving environment

• Experience in financial or accounting

• Knowledge of pension legislation and annuities

• Knowledge of Microsoft Office applications (Word, Excel, Access)

What's in it for you:

• Flexible Benefits from the day you join to meet the needs of you and your family Working together

• Sharing common values and encouraging growth and achievement

• Access to our Global Learning Centre, available 24/7 for your learning needs

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

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 thebrightside@sunlife.com.

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.

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