Implementation Consultant

Implementation Consultant

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week.

The Opportunity:

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 to 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.

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.

How you will contribute:

• 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 you will bring with you:

• Experience in group benefits or related industry preferred
• May need to support working hours and time zones of all Sun Life sales offices
• Communication skills and influencing the customer, time management and organization are critical competencies

Salary:

Salary Range: $53,800 - $80,700At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work® Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.