11 Oct
Sun Life Financial
Montreal
Analyst, Integration & Onboarding, Defined Benefit Solutions
Location: Montreal, Quebec / Toronto / Waterloo
Time Type: Full time
Posted On: Posted 3 Days Ago
Job Requisition ID: JR00102925
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:
Sun Life’s Defined Benefit Solutions (DBS) business develops and implements innovative de-risking solutions for defined benefit pension plans. The Analyst, Integration and Onboarding supports the team to ensure a smooth transition between new business activities and ongoing operations. The Analyst also supports servicing activities and reports to the Manager, Integration and Onboarding, Defined Benefit Solutions.
Role Summary:
The Analyst, Integration and Onboarding, DBS will be responsible for managing some of DBS’ new business implementations as well as supporting and collaborating on different opportunities to improve tools, processes, and efficiency around our implementation and client experience capabilities.
Key Accountabilities:
New Business Implementation:
- Partner with the Client Relationships and Structuring teams to understand special circumstances and relevant knowledge around upcoming new business.
- Review and analyze quotes, plan rules, and data to ensure that information is complete and accurate.
- Deliver on implementation processes from beginning to end and ensure adequate tracking of progress.
- Ensure proper documentation for all internal stakeholders to ensure adequate day-to-day servicing to members, and participate in any quality audit reviews.
- Attend relevant trainings to support the team in achieving great results.
- Support client discussions and provide great client servicing experience when required.
- Understand the member experience and how new implementations and system setup might impact that experience.
- Act as subject matter expert for implementation work and defined benefit pension plans, in various projects and initiatives.
Continuous Improvements:
- Contribute to proactive identification of issues that may affect our members, our clients, or our business, and collaborate with the team to investigate solutions to solve them.
- Deliberately spend time on continuous improvements and help develop and maintain an ongoing list of potential projects to drive innovation and enhancements of current processes and tools.
- Support the development of promising continuous improvements by partnering with other DBS teams.
- Support the Manager on documenting prioritization process and support discussions with DBS’ and GRS’ senior management to prioritize these opportunities.
- Present at the DBS Inforce Lab when applicable.
Qualifications:
- Undergraduate degree in actuarial science, mathematics, or statistics.
- Minimum of 3 years of insurance and/or pension experience in an actuarial role.
- Very strong technical, analytical and problem-solving skills that allow for challenging analysis.
- Strong attention to detail.
- Good communication skills (written, verbal, and presentation) with the ability to explain complex ideas to non-actuaries.
- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
- Strong curiosity and proactivity with the capacity to identify potential risks early on.
- Ability to manage multiple competing priorities.
- Ability to interpret and apply pension plan rules,
regulations, and actuarial principles.
- Previous experience in client servicing is an asset.
Why Join Sun Life:
- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
- A friendly, collaborative and inclusive culture.
- A collaborative and interactive team environment.
- Being part of our journey in developing the next greatest digital experience.
- Working together, sharing common values and encouraging growth & achievement.
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 *************@sunlife.com.
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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: 54,300 - 88,300
Job Category: Para Actuarial
Posting End Date: 12/10/2024
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▶️ Analyst, Integration & Onboarding, Defined Benefit Solutions
🖊️ Sun Life Financial
📍 Montreal