Employee Benefits Internal Specialist

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:

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 Employee Benefits Internal Specialist, Group Underwriting position supports the Sales Representative with all aspects of the Request for Proposal (RFP) process through to sold case. This position provides key support to assigned Employee Benefit Representatives (EBR)/Small Business Sales Specialists (SBSS) within their team by generating timely and quality proposals, efficient discounting discussions and decisions with UW on the EBR/SBSS behalf and sold case processing. The position will also work closely with the EBIS and Underwriting, as well as Implementation.

How you will contribute:

• Review and evaluate RFP for all Sun Life Group Insurance Products. Examine all documentation supplied with RFP to decide what proposal(s) and/ or potential variations to provide. Documentation may include prior carrier certificates, contracts, prior plan rates, census files, prior claims experience, sales rep preferences, broker special arrangements.
• Manipulate census data provided, to properly analyze the specific risk for each client.
• Configure system with all relevant data, plan design(s) and census data, and calculate manual rates.
• Perform rate analysis and rate adjustments within authority leveraging Manual Pricing Tool (MPT) and generate formal proposals with resulting rates.
• Support discounting discussions and approval with Sales Rep and UW when outside of authority limits.
• Process Sold Cases, including License and Appointment verification, marking cases sold in our administrative system, and setting up benefit enrollments utilizing our Case Manager system.
• Ordering of benchmarking reports (BPTs), Disruption reports and Netminders and order print materials through ePrint.
• Build strong relationship with EBRs through collaboration and communication on a daily basis.
• Assist and order gifts and giveaways through our fulfillment partners. 
• Recognize and identify continuous improvements for the role and our team.
• Attend strategy calls for large-case (over 500 lives) groups.
• Conduct daily team huddles with learning opportunities.
• 
   

What you will bring with you:

• Ability to work with a diverse range of people
• Employee Benefits or Group Benefits products knowledge
• Bachelor’s degree or equivalent year of experience preferred
• Knowledge of insurance products and systems a strong plus
• Ability to develop and maintain effective, professional business relationships across all levels of the organization
• Demonstrate a responsive, service oriented professional approach in all interactions
• Ability to think creatively and use professional judgment to resolve non-routine quoting issues
• Organizational skills to approach work in an organized fashion and to effectively follow-up on outstanding details
• Strong customer service skills, displaying flexibility and adaptability
• Strong written and verbal communication skills and experience
• Strong decision making and problem solving skills and experience with attention to detail
• Demonstrate ability to work independently and effectively in a multi-site organization, with minimal supervision
• Demonstrated ability to establish and maintain excellent team-oriented interpersonal working relationships
• Demonstrated ability to work in a fast-paced, deadline oriented environment with multiple priorities and established performance standards
• Proficiency in Microsoft Office with strong technical knowledge of Excel

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.