Client Success Co-op - Spring 2025
Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and communities, while building the skills and experience that allow you to grow in a meaningful and rewarding way.
Job Description:
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.
The Role
The Sun Life Health and Risk Solutions organization is looking for an initiative-taking, positive, and dynamic team player to join our Client Success team as a co-op supporting our client managers. As a member of Sun Life's emerging Client Success team, you will gain valuable direct experience in building relationships. This is an excellent opportunity to experience various aspects of client services, gain stop loss insurance knowledge, and the positive impact of teamwork.
Responsibilities will include, but are not limited to:
- Ensuring there is effective prospect inventory support for the CM by managing the decline to quote and missing information processes in a timely manner.
- Providing new business prospect support; requesting and following up on additional information and capturing final outcome.
- Coordinating the logistics of assembling, sending, and receiving sold case materials – includes updating and verifying case specific information and ensuring submission is complete and accurate.
- Maintain and update Client Relationship Management (CRM) system regarding activities in designated territories.
- Preparing and distributing marketing materials to SLS, brokers, and TPAs.
- Performing additional responsibilities as needed.
Core skill sets needed for this role:
- The ability to work with a diverse range of people.
- Demonstrated ability to work autonomously and as part of a cohesive team.
- Demonstrated ability to provide responsive, service-oriented professional approach in all interactions.
- Ability to work in a fast-paced, transaction-oriented environment; flexibility to manage multiple priorities while maintaining a high level of professionalism and responsiveness.
- Ability to demonstrate flexibility and adaptability in support of the team’s work efforts during peak periods.
- Effective communication skills.
- Working knowledge of MS Office (Word, Excel, PowerPoint), Outlook, and Adobe products.
The Candidate
To be eligible for a co-op at Sun Life, you must meet the following requirements:
- Currently enrolled in an accredited college or university during the time of the co-op (January 2025 – June 2025).
- Must be an undergraduate or graduate student in Business Administration, Risk Management, Finance, or related field of study.
- Eligible to legally work in the United States.
- Ability to work full-time (40 hours/week) during co-op session.
Compensation for this role will be around $22/hr.
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 recruitingUS@sunlife.com 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.
Job Category: Temporary Employee
Posting End Date: 14/11/2024
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.
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