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Processes and updates group benefits contracts and employee handbooks, ensuring accurate and timely document creation. Interprets plan designs, recommends system setups, resolves escalated issues, responds to internal inquiries, and collaborates with service, implementation, and advisory teams. The role requires strong bilingual French-English communication, organization, problem-solving, negotiation, attention to detail, and the ability to manage competing priorities in a changing environment.

Supports employer clients and employees with benefits, disability, absence, paid leave, claims, accommodation, and return-to-work services. Resolves inquiries, coordinates stakeholders, monitors claims, explains Evidence of Insurability requirements, and provides benefits guidance. Delivers client training, analyzes reports, conducts audits, identifies root causes, and implements service improvements. Requires fluent Spanish, strong benefits administration knowledge, customer service skills, and approximately 10% business travel.

Acquires new small-business clients with 10–50 employees by selling group benefits products, including life, disability, dental, vision, and supplemental health insurance. Builds broker and consultant relationships, prospects through virtual and local outreach, prepares quotes, negotiates and closes deals, develops territory business plans, tracks activity in Salesforce, and achieves annual sales goals exceeding $3 million.

The Senior Financial Analyst coordinates forecasts, annual planning, strategic planning, and expense consolidation. The role develops financial models, analyzes expense trends and variances, prepares management reporting, and provides insights to optimize operating expenditures. Responsibilities include improving finance processes, documenting models, supporting transformation initiatives, conducting ad hoc analysis, and partnering with business leaders as a trusted financial advisor.

Lead design, development, and deployment of data science and GenAI solutions. Translate business goals into ML problems, engineer features, train/evaluate models and LLMs, build RAG/agent systems, work with vector DBs, mentor juniors, and communicate results to stakeholders.

Leads second-line technology and cyber risk oversight for Sun Life’s U.S. business. The role owns the risk oversight program, challenges policies and control assessments, monitors incidents and key risk indicators, delivers executive and board reporting, assesses risk-management effectiveness, and drives continuous improvement. It also establishes strategy for evolving regulatory and technology risks, strengthens regional risk capabilities, and influences senior technology, security, business, and risk stakeholders while leading direct and indirect resources.

Reviews short-term disability claim documentation, creates and sets up claim files in Ultera, CHESS, and GCS, follows up on missing information, and supports Case Managers with claims-administration tasks. Manages high-volume workloads, special-handling policies, team initiatives, training, and business-process recommendations while maintaining accuracy, deadlines, and client-focused service.

Direct enterprise underwriting and claims risk management for mortality and morbidity risks. Redesign risk programs, develop compliance and performance tools, assess underwriting experience, investigate material risks, and recommend corrective actions. Serve as an expert for complex medical and financial underwriting cases, make decisions within approval authority, challenge business-unit practices, and collaborate with global underwriting, product, pricing, insurance risk, and reinsurance teams.

Supports workforce planning and contact center operations across internal teams and BPO partners. Maintains capacity and forecasting models, analyzes staffing and performance trends, develops reports, manages schedules and training activities, monitors real-time agent adherence, and recommends staffing or operational improvements. Partners with leadership, supervisors, training teams, and vendors to support service levels, resolve issues, and translate workforce data into actionable recommendations.

Leads daily operations of a long-term disability claims team, managing staff performance, client relationships, compliance, claim risk, audits, training, metrics, process improvements, and claims initiatives. The role oversees hiring and development, resolves client issues, supports technology and product enhancements, participates in client implementations and prospecting, and ensures adherence to disability regulations, licensing requirements, and service standards.