Specialty Skills Associate, Life Insurance

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: Hybrid

The Specialty Skills Associate on the Controls and Unique Skills team plays a key role in supporting Advisors, Clients, and internal business partners with Life and Health Insurance products. Our team specializes in managing unique and often complex requests, ensuring they are processed accurately, efficiently, and within established service standards. In addition to delivering exceptional service, we proactively manage system controls, identify and resolve issues, mitigate operational risk, and support process improvements that enhance the client and advisor experience while maintaining operational integrity.

What will you do?

• Process client, advisor, system, and control-related work daily, managing priorities effectively to meet service standards.
• Deliver exceptional service to Advisors and Clients by demonstrating professionalism, responsiveness, and a commitment to doing what is right.
• Develop and apply knowledge of Traditional Life, Universal Life, and Health Insurance products, both past and current, across multiple legacy platforms and companies, including Sun Life, Clarica, MetLife, and Prudential.
• Use strong attention to detail, organization, and time management skills to deliver high-quality results efficiently.
• Monitor and manage system controls, investigate exceptions, identify root causes, and take appropriate action to resolve issues.
• Apply critical thinking and problem-solving skills to identify risks, close process gaps, and recommend improvements.
• Leverage digital tools, automation, and AI-enabled solutions to improve efficiency, enhance decision-making, and support continuous process improvement initiatives.
• Collaborate effectively with internal partners to support business objectives and improve operational outcomes.

What do you need to succeed?

• Experience in the life insurance industry, with knowledge of Traditional Life and Universal Life Insurance products.
• Ability to quickly learn and navigate multiple systems, applications, and business processes.
• Strong analytical and problem-solving skills, with the ability to connect information, identify trends, and investigate issues.
• Curiosity and a continuous improvement mindset, with a willingness to challenge existing processes and identify better ways of working.
• Ability to self-motivate, self direct and work independently in a fast-paced, evolving environment.
• Strong sense of ownership and accountability for delivering accurate, timely, and high-quality work.
• Excellent communication and relationship-building skills, with a collaborative and respectful approach to teamwork.
• Commitment to continuous learning and expanding knowledge of products, systems, controls, and business processes.
• Ability to adapt to new technologies, including AI-enabled tools, to enhance productivity, streamline workflows, and support data-driven decision-making.
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide. 

Preferred Skills:

• Strong knowledge of Traditional Life and Universal Life insurance products.
• Proficiency on the following mainframe systems: CSW (Customer Service Workbench), Ingenium Life, MLIF, TSO

#LI-Hybrid

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.

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.

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