Sun Life

General

• Reviews and investigates Critical Illness, Cancer, Hospital Indemnity and Accidental claims by using the telephone and written contact with the applicable parties, e.g. claimant, employer, treating physicians and client carrier partner, to gather pertinent data to analyze each claim.
• Investigates the claim level eligibility by accessing the client carriers’ systems.
• Resolves eligibility issues by collaborating with employers and partners at the client company.
• Adjudicates claims and benefits accurately and fairly, in accordance with the contract, appropriate policies and procedures, and state and federal regulations, while meeting productivity and quality standards.
• Utilizes clinical staff, adhering to referral policies.
• Conducts in-depth pre-existing condition reviews and contestable investigations.
• Thoroughly reviews all medical records and additional information submitted to accurately calculate and communicate all benefits payable in a timely manner.
• Develops and maintains online claims data.
• Interprets, understands, and communicates the policy that governs each claim.
• Mentors and trains new hires as requested.

Case Specialist, Supplemental Health

Financial Planning and Analysis

• Prepare and analyze monthly, quarterly, and yearly financial statements
• Generate monthly financial packages and working capital reports
• Support the annual budget and planning cycle
• Oversee all month-end, quarter-end, and year-end reporting
• Manage quarterly proprietary AUM reporting for SLGIAM
• Oversee the quarterly ICFR package
• Coordinate audit requirements with internal and external auditors
• Supervise investment solutions industry surveys and sales reporting
• Prepare journal entries as needed
• Ensure strong control environment across the team

Manager, Financial Reporting & Analysis

Events

• Oversee all aspects of event management for conferences, meetings, town halls, receptions, and incentive travel, including itinerary planning, show flows, rehearsals, entertainment, attendee platform management, budgets, contracts, registration, communications, translation, travel, gifting, food and beverage, staffing, safety planning, and post-event reporting.
• Lead the planning and execution of complex events, both online and onsite, directing teams and talent for seamless delivery and collaborating with the production team for show calling and floor management.
• Advise business partners on agendas to engage attendees, recommend external speakers and creative talent, and incorporate innovative audience interactions for memorable experiences.
• Manage and contract event vendors according to Sun Life guidelines, research and recommend new partners, and oversee vendor relationships.
• Administer event expenses and billing, identify cost-saving opportunities, and ensure proper processing and reporting of payments, purchase orders, and chargebacks.

Event Producer

Executive Assistant

• Manages all aspects of the VP’s short-term and long-term calendar to ensure meetings are prioritised with internal and external clients/business partners as appropriate
• Assists in the preparation and distribution of meeting agendas, letters, memos, presentations and reports
• Works with VP to create materials for a variety of audiences including employees, executives and stakeholders
• Utilizes your Power Point and communication skills to help translate written content into compelling, visually appealing presentations
• Effectively works with other EA’s in scheduling and coordination for meetings and other needs
• Proactively anticipates the needs of the VP in a dynamic and fast paced environment
• Manages all travel arrangements and accompanying material
• Helps manage budget and reporting, liaising with Finance where necessary

Robotics

• Design, develop, test, deploy, and support automation solutions using UiPath Studio and enterprise patterns such as REFramework or equivalent
• Translate process requirements into scalable solutions with strong exception handling, logging, retry strategies, and maintainable code
• Own quality across the delivery lifecycle, including testing, deployment readiness, defect resolution, and production support
• Work with UiPath Orchestrator capabilities including assets, queues, robots, triggers, schedules, monitoring, and environment promotion
• Apply a strong understanding of tenants, folders, role-based access, and runtime configuration to support secure and scalable delivery
• Support bot stability through monitoring, troubleshooting, incident triage, and continuous improvement
• Partner with infrastructure teams to ensure virtual machines and runtime environments are ready for unattended automation
• Support secure credential and privileged access patterns, including approved enterprise tools such as BeyondTrust or similar platforms
• Build integrations across APIs, databases, enterprise applications, and AI-enabled services such as AWS Bedrock where relevant
• Promote best practices including modular design, code reviews, reusable components, documentation, and release discipline
• Guide developers and contribute to solution design decisions while remaining hands-on in delivery
• Collaborate with business analysts, security teams, architects, and application owners to deliver practical, scalable solutions

Senior Developer, RPA

Product Manager

• Product Development – execute on product development initiatives from concept to implementation, including Client / advisor research, concept development and validation, business casing, oversight of build and go-to-market, and value realization
• Client / Advisor Research – conduct both qualitative and quantitative research on industry and market trends, competitor actions, etc. and bring forward the Voice of the Client and Voice of the Advisor. Leverage and champion design-thinking best practices to build creative solutions through empathy-driven, human-centered design
• Data-Driven Analysis – analyze both internal and external data to identify trends and opportunities, develop innovative enhancements that increase revenue, improve operational efficiencies, and enhance the Client / advisor experience
• Project Management – facilitate and lead cross-functional teams with conviction, discipline and strong communication to drive towards clear decisions and recommendations
• Communication – synthesize and present findings in a compelling manner; adapting communication and presentations to meet the unique needs of different audiences

Manager, Product Development

Business Development Rep

• Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
• Support candidates and ensure a positive onboarding experience, which includes support with licensing studies, market identification, business planning, and joint client appointments.
• Train and onboard new advisors and actively oversee successful implementation of their onboarding plan.
• Conduct training in various areas such as product knowledge, sales process and through providing pre- and post-sales support.
• Develop advisor skills and capabilities through coaching in areas such as: prospecting, developing their holistic business practice, assessing opportunities for cross-selling, the sales cycle, business management, prospecting etc.
• Work with these advisors to meet their financial and strategic objectives (i.e., sales growth, productivity, client engagement, etc.).
• Monitor and track advisor activities, analyze data to drive insights into business practices.

Business Development Partner

Operations

• Lead a high-performing Supplemental Health Claims team
• Provide strategic leadership and operational oversight for claims and service functions
• Drive service excellence, modernize end-to-end claims operations, strengthen regulatory and operational controls
• Develop talented teams focused on continuous improvement
• Collaborate with leaders across Product, Technology, Legal, Compliance, Finance, Customer Experience, and Operations

Associate Director, Supplemental Health Claims Operations

Chief Marketing Officer

• Lead the Canadian Marketing Strategic Initiatives team with two direct reports and be responsible for the overall planning effort and evolution of how we deliver on and measure business impact
• Accountable for guiding and supporting integrated planning and reporting and performance analysis
• Work with the VP and Canadian Marketing Leadership Team to ensure alignment on strategy, key priorities, guiding principles and business processes including budgeting, annual planning, crisis management, business continuity etc
• Strengthen cross-functional partnerships by understanding business and marketing priorities - creating visibility into marketing activities/impact, making recommendations, and improving operational efficiency to improve decision making and external client outcomes
• Own planning and production of Canada Marketing’s internal forums and flagship events and activities (including MarketingFest, Town Halls, team development and socials) to promote alignment, engagement, and a unified marketing culture
• Work with Global Marketing and Corporate Communications to ensure message and priority alignment across campaigns, initiatives, and marketing investments
• Develop executive reporting and other key presentations and communications as required
• Interpret Marketing KPIs and explain their impact on business results
• Generate insights to communicate findings and recommendations to senior management and business partners
• Identify, develop and maintain relevant Marketing and financial metrics (dashboard and monitoring tools) to develop effective plans and execute/manage key elements of the business

Director, Strategic Initiatives – Fixed Term

Data Engineer

• This role works closely with Enterprise Architecture, Solution Architecture, Enterprise Data, Data Engineering, Data Science, Analytics, Infrastructure, Security, and Business teams to understand strategic priorities and define enterprise architecture solutions that support business outcomes.
• The role interacts closely with Data organizations across the enterprise and supports the delivery of client-centric business solutions through modern data management, analytics, and AI capabilities.
• Own, lead, and manage the overall Enterprise Data Architecture Strategy and Roadmap supporting Information Management, Data Management, Business Intelligence and Reporting, and Advanced Analytics.
• Develop and maintain a multi-year Enterprise Data Architecture strategy aligned with business priorities, technology modernization objectives, cloud adoption initiatives, and enterprise data transformation goals.
• Align with Sun Life's AI-ready Data Framework, and ensure that capabilities such as data quality, metadata, lineage, semantic models, governance, and data product standards mature effectively as required to support analytics and AI initiatives.
• Curate and prioritize enterprise data architecture investments to ensure alignment with business strategy and enterprise architecture objectives.
• Based on the tightly integrated nature of Data and AI, maintain joint accountability for developing and communicating integrated Data and AI roadmaps alongside AI Architecture and Engineering leaders.
• Support Data and Analytics organizations in translating strategic business requirements into scalable enterprise data architectures and enterprise information models.
• Define architecture standards and reference patterns supporting structured and unstructured data assets, including operational data, analytical data, documents, content repositories, and enterprise knowledge assets.
• Lead, coach, mentor, and develop a high-performing team of Directors, Architects, and Senior Consultants across geographies.
• Monitor regulatory, privacy, compliance, retention, audit, and governance requirements and assess their impact on enterprise information management practices.

AVP, Enterprise Data Architecture

Account Executive

• Manage and grow a portfolio of group benefit clients profitably
• Develop and maintain strong relationships with advisors and clients
• Analyze, present, and negotiate annual renewals
• Provide sound financial management and introduce new products/services aligned with client goals
• Proactively identify client needs and promote Sun Life's value proposition
• Lead projects and conduct regular presentations to advisors and clients

Account Executive – Managing Group Benefits

Manager

• leads, manages, hires, trains, retains and motivates a team of claims professionals
• ensures the team operation is efficient, effective and in compliance with all federal and state requirements
• evaluates the team plan for continual improvement of the efficiency and effectiveness of the group
• collaborates with internal and external partners regarding the profitability of clients’ blocks of business
• ensures client complaints/issues are addressed promptly and in accordance with service standards
• utilizes operational metrics and reports to track trends and results
• participates in the development and communication of internal policies, procedures and systems
• supports and executes claim management initiatives
• conducts internal and external training sessions
• conducts internal and external claim audits

Senior Manager, LTD Claims

DevOps Engineer

• Serve as a servant leader and coach for the ART, enabling teams to self-manage while maintaining alignment to shared PI Objectives.
• Optimize end-to-end flow of value across the ART using SAFe flow metrics (Flow Velocity, Flow Time, Flow Load, Flow Distribution).
• Partner with Product Management and System Architecture to ensure alignment between vision, roadmap, capacity, and architectural runway.
• Facilitate and continuously improve planning ceremonies, ensuring readiness, dependency alignment, and commitment to outcomes.
• Lead ART Syncs (Scrum of Scrums and PO Sync) to manage dependencies, risks, and progress.
• Facilitate System Demos to promote transparency and stakeholder feedback.
• Lead Inspect & Adapt events, including problem-solving workshops, blocker clustering and backlog refinement.
• Implement communication standards across all programs, including executive, key partner, and vendor communications.
• Proactively identify, visualize, and manage cross-team dependencies and risks, escalating impediments that cannot be resolved within the ART.
• Foster a culture of early risk identification.
• Own the tracking and reporting of Objectives and Key Results including measurements of delivery.
• Partner with System Architects, Engineering Leads, and Enterprise Architecture to ensure architectural alignment and enable fast, sustainable flow of value—without directly owning solution design decisions.

Director, Release Train Engineer – Digital Products

Consultant

• Serve as an expert resource for Stop Loss medical claims
• Research and resolve advanced claim inquiries
• Interpret and apply contractual language consistently
• Provide consultative guidance to requestors on claim status and required documentation
• Own inquiries from intake through closure, ensuring accountability
• Deliver clear, concise, and customer-appropriate written communication
• Identify inquiries that require adjudication or reimbursement review and route to appropriate Claims Analysts
• Document research, decisions, communications, and handoffs thoroughly in the system of record
• Ensure all claim handling complies with privacy, security, and regulatory requirements

Stop Loss Claims Resolution Consultant

Program Manager

• Reporting to the VP, Canadian Shared Services, the Program Manager acts as a strategic partner and is responsible for enabling the effective execution of strategic and operational priorities across the function
• The role requires strong program coordination, sound judgment, and the ability to manage multiple priorities in a fast-paced environment
• Working closely with the VP and leadership team, the Program Manager coordinates key programs and initiatives, supports leadership forums and communications, and ensures deliverables are executed on time
• Develop and manage key management operating system elements (e.g., scorecards, dashboards, monitoring tools)
• Track and analyze business performance data to support decision-making and identify opportunities/issues
• Provide insights that help leadership assess progress against goals and adjust plans as needed
• Develop and execute internal communications strategies to inform and engage teams and stakeholders
• Support leadership in delivering clear communications across the organization (email comms, Engage posts, etc.)