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Sun Life

Service Specialist

Toronto, ON, Canada
Waterloo, ON, Canada
Sun Life Toronto One York, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 17, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Do you thrive in a fast-paced environment? Do you enjoy supporting multiple high-touch clients?

We are looking for an experienced Service Specialist to join SunSolutions & National Accounts within Group Benefits, Business Development. In this role, you will be responsible for servicing a block of business as well as participating in the acquisition and installation of new business. This role will report to the Service Manager, Business Development.

What will you do?

Arrange service calls with clients and meet to discuss and proactively promote Sunlife group benefit products & services
Prepare for and deliver plan member education sessions and benefit fairs
Train and update Plan Administrators and Advisors on our E-Services and our Administrative Practices
Participate in finalist presentations
Provide on-going support to Plan Administrators and Plan Advisors by actively finding solutions to issues, and share ideas with team members that could improve service delivery and processes
Understand client wants and needs and take action to meet and exceed them
Work closely with Implementation Team and new clients during the implementation process to successfully install new business
Meet with new clients to gather data critical to installation of new business
Prepare revisions for plan design changes and implement new plan design changes
Manage target dates with clients and Advisors with respect to plan design changes
Actively participate in Training, Monthly Service Representative meetings, Educational training on new product offering and various process update
Actively participates in huddles & team meetings and shares learnings in a constructive manner.

What do you need to succeed?

Minimum of 3 years experience / Strong knowledge of Group Benefits with an understanding of products, processes and distribution
3 to 5 years relevant work experience in a service-related role
Post-secondary education
Client empathy and commitment to providing an excellent service and Client experience
Ability to build strong working relationships
Ability to work independently and as part of a high functioning team
Strong analytical and problem solving abilities
Proven ability to meet goals, manage high volumes of work and work collaboratively within the team, and across multiple teams
Excellent oral and written communication skills
Proficient in technological systems such as Word, Excel, PowerPoint etc.
Strong time management and organizational skills
Ability to manage deadlines and to work using influence and negotiation
Strong conflict management skills

Unique requirements:

Valid drivers license
Some travel will be required in this role
There may be times when additional work beyond the normal work day is required

What’s in it for you?

We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
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 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.

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.

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:

65,000/65 000 - 98,000/98 000

Job Category:

Sales - Client Relationship Management

Posting End Date:

16/11/2026

Apply About employer

More about this job

Responsibilities

Service a portfolio of group benefits clients, proactively address client and plan administrator needs, and deliver education and training on products, services, and administrative practices. Support new business acquisition and implementation, manage plan design changes and deadlines, and collaborate with clients, advisors, and internal teams to improve service delivery.

Requirements

Requires at least three years of experience and strong knowledge of group benefits, along with relevant service experience and post-secondary education. Candidates should demonstrate excellent communication, analytical, organizational, relationship-building, and problem-solving abilities, be proficient with Microsoft Office tools, hold a valid driver's license, and be willing to travel and occasionally work beyond normal hours.

Skills

Group Benefits Knowledge
Client Service
Communication
Analytical Thinking
Problem Solving
Relationship Building
Teamwork
Time Management
Organization
Conflict Management
Negotiation
Influencing
Microsoft Word
Microsoft Excel
Microsoft PowerPoint

Benefits

Flexible Benefits
Pension
Stock Programs
Savings Programs

Visa sponsorship

Not detected in the job text

Keywords

Group Benefits
Business Development
Client Service
Plan Administration
Plan Advisors
Plan Member Education
Benefit Fairs
E-Services
Administrative Practices
Finalist Presentations
New Business Acquisition
Business Implementation
Plan Design Changes
Service Delivery
Process Improvement
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Conflict Management
Negotiation
Client Experience

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