Sun Life · 1 week ago
Employee Benefits Internal Specialist
Portland, ME
Full-time
Onsite
Entry, Mid Level
$60K/yr - $90K/yrSun 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. The Employee Benefits Internal Specialist supports the Sales Representative with all aspects of the Request for Proposal (RFP) process through to sold case, providing key support to Employee Benefit Representatives and ensuring timely and quality proposals.
FinanceFinancial ServicesInsurance
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 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
Qualification
Required
Ability to work with a diverse range of people
Employee Benefits or Group Benefits products knowledge
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
Preferred
Bachelor's degree or equivalent year of experience preferred
Benefits
Generous vacation and sick time
Market-leading paid family, parental and adoption leave
Medical coverage
Company paid life and AD&D insurance
Disability programs
Partially paid sabbatical program
401(k) employer match
Stock purchase options
Employer-funded retirement account
Company
Sun Life
Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives.
Founded in 1865
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.05B2024-05-13Post Ipo Debt· $548.79M
2023-07-04Post Ipo Debt· $500M
2000-03-24IPO
Leadership Team
Kevin Strain
President & CEO
Luc Nhon Ly
Chief Executive Officer
Recent News
2025-12-02
MarketScreener
2025-12-02
South China Morning Post
2025-11-27
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