Inforce Illustration Consultant

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:

Illustrations are used by advisors and are instrumental in the servicing of Sun Life products. The Illustration Consultant reports to the Manager, Illustrations and Calculations and is a member of the In Force Illustrations and Calculations team within Individual Service Operations.

As an Illustration Consultant, you’ll be responsible for providing top quality illustrations, calculations, and expertise for Traditional and Universal Life products to advisors, customers and internal business partners. You’ll be a key resource, a team trainer and as required, an operational quality assessor.

What will you do?

• Produce manual in force illustrations for all Traditional and Universal Life products
• Manually calculate premiums, dividends, loans and cash values for Traditional and Universal Life products
• Understand and provide comprehensive explanations of the illustrations
• Understand and apply various formulae and calculations correctly
• Understand and apply various internal and external Life Insurance rules and regulations correctly
• Subject Matter Expert for procedure improvements, product and system enhancements
• Build and maintain strong relationships with advisors and internal business partners

What do you need to succeed?

• Comprehensive experience in life insurance with knowledge of Traditional and Universal Life Insurance products
• Ability to learn and understand different computer systems and programs quickly
• High level attention to detail to reduce risk of error with complex data
• Strong logic, problem solving and mathematical skills
• Highly effective communications skills, both written and verbal
• Ability to be self-motivated, self-directed and work independently in a fast paced, changing environment
• Solid understanding of Excel and an ability to use and manipulate Excel formulas to adjust calculations.
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or partners across Canada or worldwide.

Preferred Skills:

• Illustration experience is an asset
• Process improvement experience
• Proficiency on the following mainframe systems: CSW (Customer Service Workbench), Ingenium Life, MLIF, TSO

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• 15 vacation days per year
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023 and 2024 Best Workplaces in Canada by Great Place to Work® Canada
• We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health.

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results. 

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 [email protected].

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:

54,000/54 000 - 91,000/91 000

Job Category:

Customer Service / Operations

Posting End Date:

25/04/2025