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.

Location: We support US flexible working arrangements in the contiguous 48 states.  

  

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 Policy Administrator is responsible for timely transactions and data integrity of underwriting information in the Administrative System. Provides ongoing maintenance of all policy plan design information for each policyholder in the Administrative System, including adding new cases and correcting existing ones.

How you will contribute: 

• Complete upfront review process for sold cases using documented procedures, consulting with Underwriting when appropriate

• Accurately load sold cases and plan changes on the system within specific timeframes

• Ensure accurate analysis and policy plan design coding of all cases on the system

• Re-rate or run accurate final rate calculation on cases from clients within specified limits

• Research any necessary items for Claims and Underwriting with knowledge of all downstream impacts

• Complete risk analysis, assessment and decision making when applicable during case reviews and/or initial set up.

• Perform quality review check of applications, contract plan designs and rating systems when setting up new cases

• Work product supports any necessary metrics in place within the department and meets departmental goals

• Accurately track workflow processes, including sold case, amendments, and terminations

• Complete tasks in a self-sufficient manner, maintaining satisfactory productivity and accuracy levels

• Act as a primary contact on a client assignment assigned to two or more Policy Specialists

• Assist in developing Policy Services manual, guidelines, and job aides, ensuring the accuracy of information provided

• Participate in special departmental projects as assigned

What you will bring with you: 

• 1-year previous work experience required

• High School diploma or equivalent required

• 1-2 years insurance industry experience preferred; preferably with a background in compliance, underwriting support and/or policy issuance

• Knowledge of disability and life insurance contract language provisions preferred

• Good computer skills; proficient in a PC environment, with basic skills in Excel, Word and e-mail systems

• Ability to initiate and prioritize regular work duties and small projects

• Ability to multitask, be detail oriented, organized and exercise good time management skills

• Good communication skills, both written and verbal

• Good analytical skills, with the ability to effectively problem solve and implement solutions

• Customer service focused, following up on requests and implementing changes when needed

• Ability to work professionally and effectively with co-workers, clients, claimants, vendors and others with whom DRMS does business

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. 

  

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! 

Life is brighter when you work at Sun Life 

• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical, and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more 

• Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account  

• A flexible work environment with a friendly, caring, collaborative and inclusive culture  

• Great Place to Work® Certified in Canada and the U.S.  

• Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running 

  

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. 

  

If you are a California resident, the salary range for this position is:  

• Southern California region: $41,700 – 56,300 annually 

• Central California region: $43,900 – 59,300 annually 

• Northern California region: $47,000 – 63,500 annually 

  

If you are a Minnesota, Colorado or Nevada resident, the salary range for this position is $39,700 – 53,600 annually 

If you are a Illinois, Connecticut or Maryland resident, the salary range for this position is $41,700 – 56,300 annually 

If you are Washington, Washington D.C., and Rhode Island resident, the salary range for this position is $43,900 – 59,300 annually 

  

If you are a New York resident, the salary range for this position is $47,000 – 63,500 annually 

• The full range minimum and maximum listed in the job posting is tied to the GCF level and job family.

We consider various factors in determining actual pay including your skills, qualifications, and experience.  In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits. 

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more. 

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.  

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Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email [email protected] to request an accommodation.

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.

Customer Service / Operations

18/09/2024

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.