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Sun Life Financial, Inc.

Workflow Coordinator

Posted 7 Days Ago
Be an Early Applicant
In-Office
Montréal, QC, CAN
Entry level
In-Office
Montréal, QC, CAN
Entry level
Provide workflow and inbox support for Group Benefits Operations: prioritize and assign work, manage reports and mail, perform manual member transactions, support projects and clean-up initiatives, and maintain service level standards.
The summary above was generated by AI

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:

12-month contract

This role offers an exciting opportunity to work in a fast paced, dynamic environment, providing support to the Group Benefits Operations Teams. This individual will be a part of and work closely with members of the Group Benefit National Workflow Team, in a fast paced environment to ensure service standards are met daily.

What will you do?

  • Manage requests and inquiries via various inboxes, maintaining service levels standards   

  • Prioritize and assign work items in workflow tool based on set criteria

  • Retrieving, downloading and distributing of daily reports

  • Filing, photocopying and preparation of documents for off-site storage

  • Sort and distribute incoming hard copy mail or faxes and scan paper mail as requested   

  • Support additional functions critical to operations such as managing small projects, perform manual member transactions, or any other task as requested  

  • Support team on various 'clean up' projects or initiatives that foster an organized and healthy work environment

What do you need to succeed?

  • Attention to detail

  • Strong customer service skills 

  • Well organized with the ability to prioritize tasks to ensure service standards are met 

  • Flexible and adaptable

  • Strong problem-solving and decision-making skills

  • Ability to multi-task and work under pressure while maintaining a high degree of accuracy

  • Strong team player with a high interest in working in a cross functional team environment

  • Excellent keyboarding and computer skills (Lotus Notes,Outlook Excel & Word)

  • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.

Assets :  

  • Knowledge of Group Benefits

  • Training experience 

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

  • A collaborative and interactive team environment

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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

Salary Range:

45,100/45 100 - 63,700/63 700

Job Category:

Customer Service / Operations

Posting End Date:

25/07/2026

Sun Life Financial, Inc. Laval, Québec, CAN Office

Laval, Canada

Sun Life Financial, Inc. Montréal, Québec, CAN Office

Montréal, Canada

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