Business Development Specialist

Full Time | National Capital Region Almonte, ONTARIO | 7 months
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Job Summary

Full Time

$136,250 Average salary of similar jobs | Check Salary...

Job Description

At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.

Job Description:

POSITION TITLE: Associate, Title Changes

DEPARTMENT/SECTION: Integrated Services / Account Services


The position is responsible for processing of all Title Change requests according to established policies and guidelines. 


1. Processes different Title Change transactions and checks validity/completeness of requests based on Company standard guidelines and procedures.

   a.  Name Change

   b.  Change of Beneficiary

   c.   Transfer of Ownership

   d.   Appointment/Change of Endowment Beneficiary

   e.   Assignment as Collateral Security

   f.    Release of Assignment as Collateral Security

   g.   Change of Scholar

   h.  Change of Payor

2. Seeks legal opinion/approval on complicated cases that are not incorporated

in standard procedure or practice.

3. Notifies advisor through SMS and e-mail and sends letter directly to client  about invalid/incomplete requirements submitted and request for newly set or additional requirements to be able to administer the requested change in the policy/plan.  Processes complete/valid requests in INGENIUM/PRISM and ensuring service levels are met.

4. Ensures that timely follow-ups are sent to advisor through SMS and email for

       those policies/plans nearing deadline.

5. Handles, reviews and resolves inquiries falling within one’s level of authority either through salesforce, telephone, e-mail, counter and correspondence in a timely, accurate, professional and courteous manner.

6. Ensures that basic requirements quoted to advisor/advisor’s secretary/client either through telephone, SMS, e-mail or letter are  accurate.

7. Prepares daily and monthly statistical reports as requested by Superior.

8. Requests/follows up Record Section for the previous files requested.


Graduate of a 4-year course

At least 2 years experience in Policy Administration.

· Core Professional/Technical Competencies Required

  • Good interpersonal, customer service and communication skills (oral and written)
  • Knowledge of different life insurance and pre-need products
  • Knowledge of existing processes/procedures, business practices and workflows
  • Knowledge in Ingenium, Prism, CAS, Salesforce, LGS templates and other Window applications.

· Core Soft/Transferable Competencies

  • Collaborates Effectively - partners to deliver on team and organizations goals.
  • Communicates Confidently – shares relevant information in a direct, compelling and transparent fashion.
  • Focuses on the Customer - builds relationships with customers by understanding and responding to their needs and ensuring fair treatment.
  • Takes Accountability - sets and achieves stretch objects.
  • Understands our Business - knows the fundamentals of the SLF business (e.g. life, health and wealth).

· Development/Training to Support Role Competencies

  • Sun Solution Training
  • Sun Starts Program
  • On-the-job training
  • How to Excel at Customer Service
  • Taking Accountability
  • Communicating with Impact

Job Category:

Customer Service / Operations

Posting End Date:

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