Student, Service Specialist Associate (Fall 2024)

Sun Life

2mo ago

Applications are closed

Internship
Full-time
Off-cycle Internship
Business, Operations & Strategy
Montréal

Requirements

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

Responsibilities

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

Sun Life

Finance

Industry

10,001+

Employees

1865

Founded Year

Mission & Purpose

Sun Life Financial is a leading international financial services organisation providing insurance, wealth, and asset management solutions to individuals and businesses. The company's ultimate goal is to empower its clients to achieve lifetime financial security and well-being. Sun Life's purpose is to help people live healthier lives, protect what matters most to them, and prepare for a financially secure future. Through innovative products and personalised advice, Sun Life aims to make a positive difference in the lives of its customers and communities.