In Force Illustration Consultant

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:

About the role:

Illustrations are used by advisors and are instrumental in the servicing of Sun Life products. The In Force Illustration Consultant reports to the Manager, In Force Illustrations and Calculations and is a member of the In Force Illustrations and Calculations Team within Individual Service Operations.

The In Force Illustration Consultant is responsible for providing top quality illustrations, calculations, an expertise for Traditional and Universal Life products to advisors, customers and internal business partners. The Consultant is a resource, on team trainer and as required, Operational Quality Assessor.

What will you do?

• Produce manual in force illustrations for all Traditional and Universal Life products
• Manually calculate premiums, dividends, loans and cash values for Traditional and Universal Life products
• Understand and provide comprehensive explanations of the illustrations
• Understand and apply various formulae and calculations correctly
• Understand and apply various internal and external Life Insurance rules and regulations correctly
• Subject Matter Expert for procedure improvements, product and system enhancements
• Build and maintain strong relationships with advisors and internal business partners

What do you need to succeed?

• Minimum 3 years of experience in individual life insurance, having knowledge of Traditional and Universal Life Insurance products
• Ability to learn and understand different computer systems and programs quickly
• High level attention to detail to reduce risk of error with complex data
• Highly effective communications skills, both written and verbal
• Strong logic, problem solving and mathematical skills
• Ability to be self-motivated, self-directed and work independently in a fast paced, changing environment
• Solid understanding of Excel
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or partners across Canada or worldwide.

Preferred Skills:

• Bilingual (French and English)
• Process improvement experience
• Proficiency on the following mainframe systems: CSW, Ingenium Life, MLIF, TSO
• Experience using Customer Service Workbench (CSW)

Unique Requirements:

• Ability to work overtime when needed to meet the demands of the workload.
• Must be willing to provide phone coverage until 5:00 pm on a rotating basis
• Candidates must complete and achieve a high score on the complex math test (Grade 12)

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 15 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health - mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023 and 2024 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named "Best Places to Work" by Glassdoor, 2021 and 2023

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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