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Student, Service Specialist Associate (Fall 2024)

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Sun Life


9d ago

🚀 Off-cycle Internship


⌛ Closed
Applications are closed

Off-cycle Internship

Business, Operations & Strategy•Montréal


We are responsible for servicing a block of business. This includes:

  • Participating in the acquisition and installation of new business
  • Providing ongoing support to our Clients, their Plan Administrators, and their Plan Advisors
  • Understanding Clients’ wants and needs and take action to meet and exceed them


  • Curious: You are eager to learn and understand Group Benefits.
  • Great communicator: You put the client at the center of everything you do, you demonstrate empathy through oral/written and verbal communication, and you have the ability to influence and negotiate
  • Passionate: You ask the right questions to understand the Clients’ wants and needs and have a passion for building strong relationships
  • Analytical: You are detail oriented, and you are seeing opportunities to solve problems, enhance current processes and implement new solutions
  • Proactive and Innovative: You love being busy and thrive with variety in your work
  • Teamwork: You are open to collaborating with your colleagues, from your team and across multiple teams, to serve our clients in exceptional ways
  • Resilient: You are able to handle high volumes of work, manage deadlines and overcome stressful situations
  • Tech savvy: You are proficient in multiple platforms and systems (such as Word, Excel, PowerPoint, etc.)
  • Project-management: You demonstrate strong time management and organizational skills, with the ability to manage deadlines

Area of Responsibilities

Business, Operations & Strategy


  • Prepare plan design changes and implement new plan design changes by completing revision template
  • Actively participate in Training, Monthly Service team meetings, educational training on new product offering and various process update
  • Actively participates in huddles & team meetings and share learnings in a constructive manner
  • Support Account Executives and Service Specialist/Consultants by maintaining data integrity
  • Update and ensure internal reporting and tracking tools (CRM) are maintained with accurate and up-to-date information
  • Build and/or prepare various presentations for education sessions and benefit fairs
  • Request and prepare various reports for advisors and clients
  • Create access requests for clients
  • Compile relevant documents for the renewal package, which may include the financial reports, Exhibits and current plan statistics
  • Ensure the electronic filing of correspondence and data is documented


Work type

Full time

Work mode


Application deadline

May 21, 2024