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.

Welcoming Clients through our Onboarding journey at Sun Life is a critical moment that impacts our organization’s success. The Implementation Consultant role makes a significant impact on how we are viewed along with setting up the Client for long term success. The role will require you be Client obsessed, focusing on clear communication through the process over the phone and email. Being hyper focused on ownership, accountability, and following through on commitments to instill complete confidence with Clients and Broker. This is an external facing role that also requires you to partner effectively with key business areas such as Distribution, Underwriting, Operations, and Account Management to drive positive Client outcomes. Collaborating is a key element of the role. Implementation Consultants are the primary role responsible for navigating the Onboarding journey for our Clients.

Tactical components of the role include collecting information from our Clients to set up their account around Billing, Contracts, and Claims. Items like data gathering, benefit verification, and risk assessment are a few other examples of key responsibilities. We have and will continue to invest in our Digital capabilities, the Implementation Consultant role is evolving to include elements of assisting Clients with our new technology solutions. Additionally, Sun Life has broadened its product portfolio in recent years, developing a sound understanding of our offering and being able to quickly locate key information a Client needs are paramount towards building credibility and trust in our organization. The Group Benefits landscape is continually evolving with State and Federal requirements, staying up to date on the latest information to deliver for our Clients is an important component of the role.

We have recently launched our in house Absence management solution, individuals with experience in this space are strongly encouraged to apply for the role. This is not a requirement, preference for any applicants.

Success in this role is when the Clients expectations are met during the Onboarding process and a seamless transition to our Account Management teams happens.

Preferred skills

• Exceptional Client focus
• Develop in-depth knowledge of Group Benefits products, risk management policies and administrative processes
• Ability to think creatively to resolve complex or non-routine implementation issues
• Strong written and verbal communication skills and experience
• Ability to work in a deadline-oriented environment with multiple priorities
• Work independently with minimal supervision.
• Demonstrated, effective presentation skills
• Solid project management, negotiation, decision-making and problem solving skills
• Ability to work in a team environment
• Ability to develop and maintain effective, professional business relationships with internal and external Clients
• Understanding of specialized business and critical partnerships

Qualifications

• Experience in group benefits or related industry preferred
• May need to support working hours and time zones of all Sun Life sales offices
• Communication/negotiation skills and influencing the customer are critical competencies
• Experience in Underwriting, Customer Service, or Absence Implementation is a strong plus

Responsibilities

• Client first mentality through communication and ownership
• Accurate and timely implementation of new Clients
• Consult with Brokers and Clients to collect sold case materials and facilitate accurate completion of paperwork
• Analyze submission materials for accuracy and completeness; independently resolve issues raised about sold case plan design and structure by consulting with the Broker, Client and/or Underwriter
• Review prior carrier booklet for plan design discrepancies, identify issues and negotiates final sold plan design with Broker, Client and/or Underwriter
• Review case against Underwriting guidelines; identify any risk issues associated with final plan design and consult with Underwriting, when necessary, to negotiate final risk approval
• Responsible for accurately updating all sold case plan design, rate, and Member information into the QPS system of record. This data feeds all downstream output so accuracy is critical - bills, contracts and claims systems

What is in it for you?

• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
• Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
• A flexible work environment with a friendly, caring, collaborative and inclusive culture
• Great Place to Work® Certified in Canada and the U.S.
• Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are a Colorado resident, the salary range for this position is $44,900-$67,400 annually.

If you are a New York resident, the salary range for this position is $$58,000-$87,000 annually.

We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.

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.

It is the policy of SLF U.S. that we will recruit, hire, train, and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to age, race, color, religion, national origin, ancestry, gender, sex (including but not limited to pregnancy, childbirth, or breastfeeding), sexual orientation, gender identity or expression, military or veteran status, physical or mental disability, medical condition, genetic information, marital status, or other legally protected status, and we will ensure that all employment decisions are based only on valid job requirements

Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email recruitingUS@sunlife.com to request an accommodation.

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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.