Employee Benefits Internal Specialist (Remote)

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: What you will do: This position supports the Sales Rep with all aspects of the Request for Proposal (RFP) process through to sold case. This position provides key support to assigned EBRs/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 other EBIS’ and Underwriting, as well as Implementation. Responsibilities: 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 Administrative system, and setting up Case Manager for enrollments Ordering of BPT’s, Disruption reports and Netminders and IOrder print materials through ePrint Build strong relationship with Sales Reps through collaboration and communication on a daily basis Order gifts and giveaways through Concord Promotions through the FAST team. EBR’s can order from them directly which is preferred. Recognize and identify continuous improvements for the role and our team Attend 500 Strategy calls Conduct daily team huddles with learning opportunities. Ability to work with a diverse range of people What you will need to succeed: Ability to develop and maintain effective, professional business relationships across all levels of the organization. Must demonstrate a responsive, service oriented professional approach in all interactions. Demonstrate a strong attention to detail. 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. Ability to maintain a calm and professional working demeanor. Strong Microsoft Excel skills and experience. 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. Demonstrated 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. Required Education and Skills: Proficiency in Microsoft Office with strong technical knowledge of Excel. Bachelor’s degree or 1 years of experience desired Sales support and/or insurance industry experience a plus. Knowledge of insurance products and systems a strong plus. What is in it for you? Excellent benefits with generous vacation and sick time, 401K match, noncontributory retirement plan, Paid Family Medical Leave, sabbatical program and much more Friendly, collaborative and inclusive culture Our agile work environment allows our employees the flexibility to give and feel their best at work It is the policy of SLF U.S. that we will recruit, hire, train, and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to age, race, color, religion, national origin, ancestry, gender, sex (including but not limited to pregnancy, childbirth, or breastfeeding), sexual orientation, gender identity or expression, military or veteran status, physical or mental disability, medical condition, genetic information, marital status, or other legally protected status, and we will ensure that all employment decisions are based only on valid job requirements. If you are a Colorado resident, the minimum starting salary for this position will be $54,200 annually. Sun Life will consider various factors in determining the actual pay including your skills, qualifications and experience. This position is also eligible for a broad range of competitive benefits including a choice of company-subsidized medical plans, consisting of network-based plans and plans offering the freedom to go to any provider and two company-subsidized dental plans. We also provide company-paid Basic Life and Accidental Death and Dismemberment (AD&D) insurance and Optional Life Insurance that you may purchase for additional coverage. We offer a very generous Paid Family & Medical Leave program, LTD and attractive vacation and sick time. We provide voluntary supplemental health programs such as Accident and Hospital insurance and Critical illness and Cancer insurance. Tax-advantaged accounts include Health Savings Accounts, Health Care and Dependent Care FSA accounts and Commuter Benefit accounts. Our 401(k) plan consists of a company match and employer sponsored contributions. Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter – for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more 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. For applicants residing in California, please read our employee California Privacy Policy and Notice. California Privacy Policy and Notice. Sun Life is committed to the health and safety of all those in our workplaces and our communities. In accordance with Sun Life’s Vaccination Policy (United States): Fully virtual employees are not subject to any vaccination policy, unless planning to visit a Sun Life office. Employees working in our U.S. Sun Life offices must be vaccinated. Individuals who are unable to be fully vaccinated due to a legally approved exemption for medical or religious reasons in accordance with US employment legislation, may request an accommodation. Client-facing employees who are part of Sun Life U.S. business operations and regularly meet with others in-person, such as brokers, employer Clients, prospects, partners, dentists, and others, must be vaccinated or test weekly and follow any rules for masking or other precautions that are required at the meeting location. Job Category: Underwriting - Group Posting End Date:

Salary : $54,200 - $0