Job Description
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:
Location: Hybrid
In a client-facing role, the Enrolment Services Specialist is accountable for the accurate and timely implementation and ongoing support of our Group Benefits Enrolment capabilities and related services. The Enrolment Services Specialist is responsible for managing all components of their assigned block of clients and projects as it relates to Member Enrolment, working in partnership with our Clients, Business Development, Service Reps, Implementation Project Managers, and all other internal stakeholders to deliver the optimal Enrolment experience.
What will you do?
Provide exceptional customer service to our external clients and internal business partners
Project Lead the implementation of our Enrolment services for new clients and re-enrolment for our existing clients
Create client-specific project plans, manage all enrolment deliverables, and ensure accurate setup of Sun Life Financials’ systems as it impacts enrolment
Monitor task assignments with internal and external project team members on an ongoing basis
Negotiate with internal and external partners to ensure Sun Life’s ability to accurately administer the desired enrolment experience
Gather accurate and complete client requirements
Understand customer expectations and plan design, and match these with Sun Life specifications
Understand the member experience and how plan design and system set up impacts that experience
Complete member web experience testing to ensure desired experience is achieved
Monitor and lead live enrolments, manage and resolve issues/escalations by presenting creative solutions to resolve issues around capability
Complete member data analysis for pre and post enrolment and coordinate updates as required
Prepare and present member enrolment experience to client, as required
Act as subject matter expert for Enrolment in various projects and initiatives
What do you need to succeed?
We are looking for a dynamic, motivated and enthusiastic self-starter who has the following:
Project management, facilitation and problem-solving experience
Customer focus and proven ability to develop and nurture client relationships
Strong interpersonal and communication skills to facilitate and build effective relationships with key stakeholders
Strong organizational skills and attention to detail
Ability to manage changing priorities and manage workflow accordingly over multiple projects, assess and manage risks or conflict, and drive resolution
Experience with MS Office programs (Excel, PowerPoint, Word)
Ability to negotiate, consult, make decisions and persuade
Ability to promote partnership, innovation and continuous improvement
As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
Assets
PMP designation
Experience in Group Benefits and administrative practices
Plan design, plan set up and flexible benefit plan knowledge
Knowledge of the Sun Life Financials’ Group Benefits Member Experience
What’s in it for you?
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.
We’re honoured to be recognized as a 2026 Best Workplaces by Great Place to Work® Canada!
Internal mobility is supported by leaders who are dedicated to fueling your professional growth.
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock, and savings programs to help build and enhance your future financial security
The opportunity to move along a variety of career paths with amazing networking potential
#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 thebrightside@sunlife.com.
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:
58,000/58 000 - +7,000/+7 000
Job Category:
Customer Service / Operations
Posting End Date:
21/04/2026
Job Description:
Location: Hybrid
In a client-facing role, the Enrolment Services Specialist is accountable for the accurate and timely implementation and ongoing support of our Group Benefits Enrolment capabilities and related services. The Enrolment Services Specialist is responsible for managing all components of their assigned block of clients and projects as it relates to Member Enrolment, working in partnership with our Clients, Business Development, Service Reps, Implementation Project Managers, and all other internal stakeholders to deliver the optimal Enrolment experience.
What will you do?
Provide exceptional customer service to our external clients and internal business partners
Project Lead the implementation of our Enrolment services for new clients and re-enrolment for our existing clients
Create client-specific project plans, manage all enrolment deliverables, and ensure accurate setup of Sun Life Financials’ systems as it impacts enrolment
Monitor task assignments with internal and external project team members on an ongoing basis
Negotiate with internal and external partners to ensure Sun Life’s ability to accurately administer the desired enrolment experience
Gather accurate and complete client requirements
Understand customer expectations and plan design, and match these with Sun Life specifications
Understand the member experience and how plan design and system set up impacts that experience
Complete member web experience testing to ensure desired experience is achieved
Monitor and lead live enrolments, manage and resolve issues/escalations by presenting creative solutions to resolve issues around capability
Complete member data analysis for pre and post enrolment and coordinate updates as required
Prepare and present member enrolment experience to client, as required
Act as subject matter expert for Enrolment in various projects and initiatives
What do you need to succeed?
We are looking for a dynamic, motivated and enthusiastic self-starter who has the following:
Project management, facilitation and problem-solving experience
Customer focus and proven ability to develop and nurture client relationships
Strong interpersonal and communication skills to facilitate and build effective relationships with key stakeholders
Strong organizational skills and attention to detail
Ability to manage changing priorities and manage workflow accordingly over multiple projects, assess and manage risks or conflict, and drive resolution
Experience with MS Office programs (Excel, PowerPoint, Word)
Ability to negotiate, consult, make decisions and persuade
Ability to promote partnership, innovation and continuous improvement
As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
Assets
PMP designation
Experience in Group Benefits and administrative practices
Plan design, plan set up and flexible benefit plan knowledge
Knowledge of the Sun Life Financials’ Group Benefits Member Experience
What’s in it for you?
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.
We’re honoured to be recognized as a 2026 Best Workplaces by Great Place to Work® Canada!
Internal mobility is supported by leaders who are dedicated to fueling your professional growth.
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock, and savings programs to help build and enhance your future financial security
The opportunity to move along a variety of career paths with amazing networking potential
#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 thebrightside@sunlife.com.
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:
58,000/58 000 - +7,000/+7 000
Job Category:
Customer Service / Operations
Posting End Date:
21/04/2026
💡 Quick Summary
Seeking a career-building opportunity? The Enrolment Services Specialist, Group Benefits position is now open for candidates interested in the Education Jobs sector. This role in Montréal offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Education Jobs is a plus.