What are the responsibilities and job description for the New representative position at Sun Life?
Job Description
Location : We support US flexible working arrangements in the contiguous 48 states. At Sun Life, we look for optimistic people who want to make life brighter for our Clients.
We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work.
Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.
The opportunity : The New Business Representative is responsible for the issuance of plans, policies, and certificates as well as processing modifications to new and existing business. How you will contribute :
Maintains an understanding of various clients, products, product rules and procedures related to voluntary benefits administration
Verifies submission materials and ensures case set-up accurately reflects customer expectations / needs
Answers calls, e-mails, and other correspondence in a timely and professional manner, adhering to service standards
Answers customer questions and serves as primary point of contact for specific agents, policy holders and distribution partners as assigned
Uses problem solving skills to research and resolve complex customer inquiries and follows up to ensure issue resolution
Updates coverages and processes renewals and plan changes
Reviews enrollments for required information and underwriting needs, verifying employee eligibility pursuant to specific plan requirements and refers missing information to appropriate contacts
Handles more complex applications, including following up on applications with missing information or medical underwriting
Handles daily underwriting requests and responses
Manages individual workflow on FullScope database, keeping open communication with team members on progress
Issues new plans, policies, and certificates as applicable using FullScope and carrier guidelines
Collaborates with eCommerce vendors on electronic data exchange
Runs weekly and monthly reports
Scans, tag and electronically store documents
Ensures electronic file feeds are tested and processed once in production
Processes monthly age-band and salary adjustments
Files appropriate documentation on a daily basis
Conducts daily quality review (data entry validation) of enrollments
Assists policy holders, Customer Account Specialists, and carriers on various service issues
Handles escalated customer service interactions, researching solutions and resolving in a timely manner, referring complex or escalated interactions to New Business Specialist II or manager as applicable
Creates and regularly maintains departmental documentation, including job aids for areas of accountability
Partners with management to identify trends and efficiencies, and recommend process improvements
Completes special projects as assigned
Record all assigned tasks in the FullScope database
Completes filing and other miscellaneous clerical duties, including accurate and timely scanning and storing of electronic documentation
Performs responsibilities of an absent co-worker, when assigned
What you will bring with you :
2 years of work experience required
High School Diploma or equivalent required
One year experience in voluntary or group disability insurance preferred
Strong customer service skills
Strong written and verbal communication skills, with a pleasant and professional communication style required
Ability to explain complex issues, empathize, exhibit patience, and otherwise communicate effectively
Ability to initiate and prioritize regular work duties and small projects, ability to multitask, be detail oriented, organized, and possess good time management skills
Strong analytical skills, with the ability to effectively problem solve and implement solutions
Ability to work independently and as part of a team
Ability to learn the basic functions with the company’s internal policy administration systems
Ability to negotiate effectively
Intermediate computer skills, with strong skills in Excel, Word, and email systems
Strong computer skills, proficient in PC environment, proficient with Word, Excel, and email systems
Ability to use office equipment including fax machine, photocopier, and printer
Ability to work professionally and effectively with co-workers, clients, employers, vendors, and others with whom the company does business
Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms.
If you think you might thrive in this setting, we would love to hear from you. Not ready to apply yet but want to stay in touch?
to stay connected until the time is right for you! Life is brighter when you work at Sun Life
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.
The full range minimum and maximum listed in the job posting is tied to the GCF level and job family.
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 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.
Last updated : 2024-05-17
