Senior Process Associate - Client Implementation

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:

Job description (heading) / Description du poste (titre)

The role requires validation of Member data template; Proposals received from client for missing information and uploading the MDT in Case Manager with creation of VSP and VDR. Along with this, responsible for updating Compass application with setup information and generation of final bill for the clients for review. Strong analytical and written communication skills will be elementary for the role.

Preferred skills (heading) / Compétences particulières (titre )

Strong analytical and problem-solving skills Good Keyboard Skills

Strong team player

Strong written and verbal communication skills

Strong commitment to customer service and quality

Strong research and follow-up skills

Proven ability to successfully cope in a fast-paced, demanding environment and stretch at short notice when business needs.

Proven ability to work independently and in a team environment

Qualifications (heading) / Compétences (titre)

Minimum – Graduate

Experience: 2 to 5 years experience of US Client Implementation Process (Census, Policy Setup, Member Install)

Working knowledge of Compass application

Responsibilities (heading) / Responsabilités (titre)

Processes customer requests in a timely and accurate manner

Communicates with customers through written and oral correspondence

Provides follow up on requests that cannot be immediately resolved

Builds relationships with staff from other departments to ensure queries are responded to in a timely manner

Escalates issues to management when needed

Works with management to set daily priorities to ensure prompt and efficient service

Maintains flexibility in a high speed, demanding team environment

Identifies process improvements to increase efficiencies and streamline processes

Actively participates in departmental team meetings and other open forums

Assists with department projects and initiatives as needed

Soliciting and compiling information and data related to processing activities

Meeting and exceeding defined service level metrics on timeliness, productivity and accuracy, etc.

Job Category:

Customer Service / Operations

Posting End Date:

08/11/2026