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Sun Life Financial, Inc.

Bilingual, GB Implementation Lead

Posted Yesterday
Be an Early Applicant
In-Office
2 Locations
Mid level
In-Office
2 Locations
Mid level
Lead Group Benefits client onboarding and manage major plan changes, ensuring project success through organization, communication, and stakeholder collaboration.
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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.

Job Description:

Location: Hybrid

The GB Implementation Team is responsible for onboarding new Group Benefits Clients and managing existing Clients’ major plan changes by employing project management skills, processes, and methodology. They work in partnership with Clients, advisors, Business Development, and all internal stakeholders to deliver quality business solutions and superior Client experiences.

Reporting to the Manager, GB Implementation, the Group Benefits Implementation Lead joins a team of innovative and dynamic individuals who strive to provide exceptional Client service. As a seasoned project manager, you bring a passion for organization, open communication and delivering on your objectives while managing a diverse portfolio of projects and leading a variety of work-streams.

Main Accountabilities:

  • Lead Group Benefits client onboarding and major revision projects from requirements definition through deployment to post go-live success

  • Manage and collaborate with multi-site project teams to ensure maximum performance by providing purpose, direction, and motivation

  • Clearly define the project scope and schedule

  • Create and maintain a detailed project timeline which outlines task assignment and ownership, deliverables, and targets, allowing for coordinated execution and control

  • Coordinate internal and external resources to ensure that projects adhere to scope and schedule

  • Analyze project status and, when necessary, revise the scope or schedule to ensure that project requirements can be met

  • Establish and maintain relationships with relevant internal and external stakeholders, providing day-to-day contact on project status and changes

  • Apply Project Management best practices and tools

  • Investigate and coordinate responses to escalated issues

  • Manage client and advisor relationships to ensure project delivery expectations are specified and met

  • Utilize strong leadership, influencing and facilitation skills to coordinate and drive projects to successful completion

  • Represent Sun Life at finalist presentations

  • Manage proposal reviews

Competencies:

  • Minimum 3 years of experience in dealing directly with both internal and external business partners (ie. Clients, Advisors, GB Administration, Business Development, etc.)

  • Extensive knowledge of project management techniques, tools, and methodologies

  • Proven experience leading large, complex projects with multiple components and testing scenarios

  • Excellent problem solving and decision-making skills

  • Strong organizational skills and ability to prioritize a wide range of tasks over multiple projects

  • Previous experience with Group Benefits products, services, and systems

  • Extensive experience with clients who have flexible benefit programs, outsourced administration models, online enrolment functionality, HRIS interface systems and complex payroll administration requirements

  • High comfort level with Microsoft Access, Excel, PowerPoint, and Project

  • Strong interpersonal and communication skills

  • Ability to develop and maintain strong relationships across the organization at all levels

  • Relate well to diverse personality types; a strong listener who easily adapts

  • Client centric focus with the ability to see long term outcomes and impacts

  • Positive, energetic attitude at all times

  • Strong presentation skills<

  • Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.

Assets:

  • Previous experience in Group Benefits Implementation and/or Sales and Service environment

  • A bachelor’s degree or equivalent business experience

  • PMP certification or equivalent work experience

  • GBA or CEBS designation

  • Ability to travel to Toronto, Waterloo, Montreal, Vancouver, and Calgary as required

What's in it for you?

  • We’re proud to be recognized as a company with a 2024 Most Trusted Executive team by Great Place to  Work® Canada

  • Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.

  • A collaborative and interactive team environment

  • Charitable giving through our You Give, We Give program lets you give back to your community – and in many  cases, we’ll match your contributions.

  • Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to  support your well-being.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

78,000/78 000 - 128,000/128 000

Job Category:

Customer Service / Operations

Posting End Date:

03/07/2025

Top Skills

Excel
Microsoft Access
PowerPoint
Project
Project Management Tools

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