Plan Specialist

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:

12-month contract

Hybrid

Group Benefits Administration, Plan Specialist (band 4)

The Group Benefits Administration Plan Specialist provides a positive Client experience by completing the successful set- up and revisions of group plans by inputting data on various systems. Working in a production-oriented environment, this role demands strong technical skills, ability to manage multiple priorities simultaneously, an extreme focus on detail and quality, and completing work by necessary deadlines.

Main Accountabilities:

• Process revisions within established service standards (accuracy & timeliness)
• Set up and  maintain plan coding on various systems
• Promptly respond to inquiries from internal business partners, and Clients
• Interpret plan design change requests; seeking clarification as necessary
• Understand, analyze  and make recommendations on system setups that support customer requirements
• Partner with Service Representatives and Implementation Specialists to clarify plan design so that system setup is efficient and accurate
• Manage work priorities in a multifunctional environment
• Investigate and resolve escalated issues or complaints
• Assess and negotiate target dates to meet customer expectations; demonstrate sensitivity to customer's business needs
• Participate in business unit projects as requested

Competencies:

• Highly focused attention to detail with a proven track record of superior quality working in a production environment
• Superior English verbal and written communication skills 
• Proven skills in customer service delivery
• Negotiation skills with the ability to work towards acceptable outcomes; offer solutions
• Analytical, organized, and a self-starter
• Ability to multi-task to achieve delivery dates
• Effective issue resolution skills
• Effective in a team setting; but also able to work independently
• Ability to work under pressure, manage shifting priorities, meet customer needs, and adapt to an ever-improving environment

  

Assets:

• 3+ years experience working in a production-oriented environment where high-quality data entry was required
• Bilingual in both English and French
• Comprehensive knowledge of Group benefits and familiarity with common plan designs
• Knowledge of Plan administration systems and their interdependencies;
• An understanding of the sales office distribution network, sales practices and procedures
• Ability to work flexible hours during periods peak volumes

Location:

• Waterloo or Montreal

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 [email protected] .

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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 [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

49,000/49 000 - 77,000/77 000

Job Category:

Customer Service / Operations

Posting End Date:

16/07/2026