Service Specialist (Group Benefits)

Experience: 3 to 5 years

Location: Vancouver, British Columbia

Skills: Group Benefits, Client empathy, Analytical skills, MS Word, MS Excel, MS PowerPoint, Time management, Organizational skills, Negotiation, Conflict management

Job Description
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.

What will you do:
• Arrange service calls with clients and meet to discuss and proactively promote Sun Life group benefit products & services
• Prepare for 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 on-going support to Plan Administrators and Plan Advisors by actively finding solutions to issues, and share ideas with team members that could improve service delivery and processes
• 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, Educational training on new product offering and various process update
• Actively participates in huddles & team meetings and shares learnings in a constructive manner

What will you need to succeed:
• 3 to 5 years relevant work experience in a service-related role
• Strong knowledge of Group Benefits
• Client empathy and commitment to providing an excellent service and Client experience
• Ability to build robust 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, manage high volumes of work and work collaboratively within the team, and across multiple teams
• 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
• Solid conflict management skills

Post-secondary education
Strong Group Benefits business knowledge with an understanding of products, processes and distribution
There may be times when additional work beyond the normal work day is required

What's in it for you:
Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
• A friendly, collaborative and inclusive culture
• A collaborative and interactive team environment
• Being part of our journey in developing the next greatest digital experience
• Working together, sharing common values and encouraging growth & achievement

Salary Range:
60,000/60 000 - 97,000/97 000
Job Category:
Sales - Client Relationship Management
Posting End Date:
10/04/2026

📌 Service Specialist (Group Benefits) (Mumbai)
🏢 Sun Life Financial
📍 Mumbai