Employee Benefits Internal Specialist

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.  

The opportunity: The Employee Benefits Internal Specialist, Group Underwriting position supports the Sales Representative with all aspects of the Request for Proposal (RFP) process through to sold case. This position provides key support to assigned Employee Benefit Representatives (EBR)/Small Business Sales Specialists (SBSS) within their team by generating timely and quality proposals, efficient discounting discussions and decisions with UW on the EBR/SBSS behalf and sold case processing. The position will also work closely with the EBIS and Underwriting, as well as Implementation.

How you will contribute:

• Review and evaluate RFP for all Sun Life Group Insurance Products. Examine all documentation supplied with RFP to decide what proposal(s) and/ or potential variations to provide. Documentation may include prior carrier certificates, contracts, prior plan rates, census files, prior claims experience, sales rep preferences, broker special arrangements.
• Manipulate census data provided, to properly analyze the specific risk for each client.
• Configure system with all relevant data, plan design(s) and census data, and calculate manual rates.
• Perform rate analysis and rate adjustments within authority leveraging Manual Pricing Tool (MPT) and generate formal proposals with resulting rates.
• Support discounting discussions and approval with Sales Rep and UW when outside of authority limits.
• Process Sold Cases, including License and Appointment verification, marking cases sold in our administrative system, and setting up benefit enrollments utilizing our Case Manager system.
• Ordering of benchmarking reports (BPTs), Disruption reports and Netminders and order print materials through ePrint.
• Build strong relationship with EBRs through collaboration and communication on a daily basis.
• Assist and order gifts and giveaways through our fulfillment partners. 
• Recognize and identify continuous improvements for the role and our team.
• Attend strategy calls for large-case (over 500 lives) groups.
• Conduct daily team huddles with learning opportunities.
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What you will bring with you:

• Ability to work with a diverse range of people
• Employee Benefits or Group Benefits products knowledge
• Bachelor’s degree or equivalent year of experience preferred
• Knowledge of insurance products and systems a strong plus
• Ability to develop and maintain effective, professional business relationships across all levels of the organization
• Demonstrate a responsive, service oriented professional approach in all interactions
• Ability to think creatively and use professional judgment to resolve non-routine quoting issues
• Organizational skills to approach work in an organized fashion and to effectively follow-up on outstanding details
• Strong customer service skills, displaying flexibility and adaptability
• Strong written and verbal communication skills and experience
• Strong decision making and problem solving skills and experience with attention to detail
• Demonstrate ability to work independently and effectively in a multi-site organization, with minimal supervision
• Demonstrated ability to establish and maintain excellent team-oriented interpersonal working relationships
• Demonstrated ability to work in a fast-paced, deadline oriented environment with multiple priorities and established performance standards
• Proficiency in Microsoft Office with strong technical knowledge of Excel

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We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive.  We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate.  We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.  Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account.  Enjoy a flexible, inclusive and collaborative work environment that supports career growth.  We’re proud to be recognized in our communities as a top employer.  Proudly Great Place to Work® Certified in Canada and the U.S., we’ve also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row.  Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations 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.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

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.