(Remote) Implementation Consultant Jobs

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.

Implementation Consultant

Welcoming Clients through our Onboarding journey at Sun Life is a critical moment that impacts our organization’s success. The Implementation Consultant role makes a significant impact on client experience from Sun Life’s first interaction with a client and their employees through their long term success. The role will require you be Client obsessed, focusing on clear communication through implementation processes. Being hyper focused on ownership, accountability, and following through on commitments to instill complete confidence with Clients and Broker. This is an external facing role that also requires you to partner effectively with key business areas such as Distribution, Underwriting, Operations, and Account Management to drive positive Client outcomes. Collaborating is a key element of the role. Implementation Consultants are the primary role responsible for navigating the Onboarding journey for our Clients.

Tactical components of the role include collecting information from our Clients to set up their account around Billing, Contracts, and Claims and general administration. Data gathering, benefit verification, provision explanation, project management, tracking, updating and risk assessment are all key responsibilities of the Implementation Consultant role. Tools, platforms and resources develop and change to adapt to client needs. The Implementation Consultant role is required to continually learn and apply product information, system usage and project approach. The Implementation Consultant role is evolving to include elements of assisting Clients with our new technology solutions, using digital tools and being industry leading in solution creation. Additionally, Sun Life has broadened its product portfolio in recent years, developing a sound understanding of our offering and being able to quickly locate key information, coordinate action and access information. The Group Benefits landscape is continually evolving with State and Federal requirements, staying up to date on the latest information to deliver for our Clients is an important component of the role.

Success in this role is when the Clients expectations are met during the Onboarding process and a seamless transition to our Account Management teams happens.

Preferred skills

• Solid project management, negotiation, decision-making and problem solving skills
• Strong written and verbal communication skills and experience
• Work independently with minimal supervision.
• Ability to work in a deadline-oriented environment with multiple priorities
• Exceptional Client focus
• Understanding of specialized business and critical partnerships
• Develop in-depth knowledge of Group Benefits products, risk management policies and administrative processes
• Ability to develop and maintain effective, professional business relationships with internal and external Clients
• Demonstrated, effective presentation skills
• Ability to work in a team environment
• Ability to think creatively to resolve complex or non-routine implementation issues

Qualifications

• Experience in Underwriting, Customer Service, or Absence Implementation is a strong plus
• May need to support working hours and time zones of all Sun Life sales offices
• Experience in group benefits or related industry preferred
• Communication/negotiation skills and influencing the customer are critical competencies

Responsibilities

• Review prior carrier booklet for plan design discrepancies, identify issues and negotiates final sold plan design with Broker, Client and/or Underwriter
• Responsible for accurately updating all sold case plan design, rate, and Member information into the QPS system of record. This data feeds all downstream output so accuracy is critical - bills, contracts and claims systems
• Accurate and timely implementation of new Clients
• Analyze submission materials for accuracy and completeness; independently resolve issues raised about sold case plan design and structure by consulting with the Broker, Client and/or Underwriter
• Consult with Brokers and Clients to collect sold case materials and facilitate accurate completion of paperwork
• Review case against Underwriting guidelines; identify any risk issues associated with final plan design and consult with Underwriting, when necessary, to negotiate final risk approval
• Client first mentality through communication and ownership

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

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.