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Manager, Client Servicing, Defined Benefit Solutions

Sun Life

This is a Contract position in Toronto, ON posted September 10, 2017.

Sun Life’s Defined Benefit Solutions (DBS) business develops and implements innovative de-risking solutions for defined benefit pension plans, including the $5 billion longevity insurance transaction with BCE and the $530 million combined annuity transaction.
To ensure all DBS’ clients receive superior service, Sun Life is seeking a Manager, Client Servicing. In this new exciting role, the successful candidate will be responsible for growing business relationships with existing clients and bringing new clients on board.
The Manager, Client Servicing, DBS has the following responsibilities:

  • Oversee the implementation of all annuity clients and own the relationship with the client and/or the consultant.
  • Work with different areas of Sun Life to deliver exceptional client service to longevity insurance clients and ensure all contractual deadlines are met.
  • Focus on client satisfaction by implementing a new client satisfaction evaluation, collecting client feedback, monitoring the results and recommending appropriate actions.
  • Leverage defined benefit pension expertise and client facing skills to act as final reviewer for all client communications.
  • Manage client issues and resolve problems in a timely, accurate and professional manner. Escalate issues to appropriate senior levels as necessary.

The incumbent must meet the following requirements:

  • Deep knowledge of defined benefit pension plans
  • Experience dealing directly with external clients, with excellent interpersonal, verbal and written communication skills
  • Strong organizational skills with the ability to manage complex projects within deadlines
  • High-energy, results-oriented self-starter with a proven commitment to quality and meeting deadlines
  • Proficient in Microsoft Power Point, Word and Excel
  • Fully fluent in both English and French (MontrΓ©al), would be a big asset for Toronto

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
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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