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:
The Commission and Payroll Associate is responsible to provide advisor compensation services for Group Benefits and Group Retirement Services. The candidate will actively correspond with both Career Sales Force and Independent Brokers in the industry through all mediums of communication. Additionally, the Commission and Payroll Associate will support independent brokers who are placing their first piece of business with Group Benefits and/or Group Retirement Services. The Commission Associate will also work with various internal partners and support our Regional Directors and Business Development Directors to meet the established service standards.
Main accountabilities:
Ensure weekly pay periods close with successful release of compensation payments to advisors.
Perform manual calculations, ensuring to apply appropriate processes, tools and techniques to perform the commission and disbursement functions.
Respond to advisor and distribution firms’ queries in a timely manner, to ensure a high degree of client satisfaction.
Develop and maintain good client relationships by providing clear, concise and professional verbal and written descriptions/explanations in accordance with the Privacy and Confidentiality Guidelines.
Support Regional Directors of Business Development and Client Relationship Executives/Managers in finding resolutions to commission issues
Support Group Benefits and Group Retirement Services finance by investigating and resolving accounting discrepancies, variances and errors within the established turnaround time
Process advisor-of-record changes within the established turnaround time.
Investigate unprocessed activities and system error messages on a daily basis and take appropriate action to complete the necessary adjustments timely to meet the disbursement deadlines.
Reconcile commissions for policy and advisor terminations
Monitor and manage the collection of all advisor debt balances
Competencies:
Bilingualism (French, English) required- interactions with English-speaking customers or partners
Strong communication skills (written and verbal)
Workflow and time management skills
Solid ability to organize, prioritize and multi-task
Strong sense of ownership
Team oriented and service oriented with interpersonal skills
Experience with Microsoft applications
Ability to work under pressure
Analytical thinking
Assets:
Knowledge of Group Insurance
Experience in a customer service environment
Experience in a multitasking environment
Why join Sun Life:
Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly, collaborative and inclusive culture
A collaborative and interactive team environment
Being part of our journey in developing the next greatest digital experience
Working together, sharing common values and encouraging growth & achievement
#LI-Hybrid
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected]
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.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
41,700/41 700 – 68,000/68 000
Job Category:
Sales – Distribution Support
Posting End Date:
26/02/2023
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