Service Specialist

Sun Life

Service Specialist role at Sun Life supporting Group Benefits. Focus on client interactions and service delivery while promoting benefit products and providing training.

Posted 7/8/2026full-timeToronto • 🇨🇦 CanadaJuniorMid-Level💰 CA$60,000 - CA$97,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong knowledge of Group Benefits and excels in client relationship management, ensuring exceptional service delivery and effective communication. Capable of training and supporting Plan Administrators and Advisors while managing plan design changes and implementation processes.

Highest-signal resume keywords

Group Benefits KnowledgeClient Relationship ManagementAnalytical Problem SolvingExcellent Communication SkillsTime Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Group BenefitsPlan Design ChangesData GatheringService DeliveryE-ServicesImplementation ProcessTraining SessionsClient Needs AssessmentGoal ManagementConflict Management

Soft Skills

Client EmpathyTeam CollaborationIndependenceNegotiation SkillsOrganizational Skills

Tools & Technologies

WordExcelPowerPoint

Certifications & Qualifications

Valid Driver's License

Industry Keywords

Service-Related ExperiencePlan AdministratorsPlan AdvisorsClient ExperienceEducational Training

About the role

Key responsibilities & impact

Arrange service calls with clients and meet to discuss and proactively promote Sun Life group benefit products & services
Prepare 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 ongoing support to Plan Administrators and Plan Advisors by actively finding solutions to issues and sharing ideas with team members that could improve service delivery
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, and Educational training on new product offering and various process updates
Participate in huddles & team meetings and share learnings in a constructive manner

Requirements

What you’ll need

Minimum of 2 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 and manage high volumes of work
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
Valid drivers license
Some travel will be required

Benefits

Comp & perks

Flexible Benefits from the day you join to meet the needs of you and your family
Commitment to creating an inclusive and respectful environment
Recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
Certification from Excellence Canada for prioritizing employee well-being