About the role#
The Client Management team within Health and Risk Solutions is looking for a co-op to support our Client Success Specialists and Customer Relationship Executives. This position offers hands-on experience in client management, customer service, and the stop loss insurance industry.
What you'll do#
- Manage Salesforce tasks and assist with Rep Splits and broker licensing.
- Collect and transfer Administrative Worksheets for new business groups.
- Update policy contacts and submit renewals for risk approval.
- Create DocuSign packages and submit cancellation requests.
- Complete Sun Life Connect access requests and provide account summaries as needed.
- Assist with premium research and handle W-9 and Schedule A requests.
- Send medical plan documents to the product team and upload them to the sold case tracker.
- Send contracts and support the team with ad hoc project work.
What you'll need#
- Current enrollment in an accredited college or university, preferably in your final year of undergraduate studies.
- Pursuing a degree in Accounting, Finance, Business Administration, or a related field.
- Prior experience in a customer-facing role.
- Working knowledge of MS Office (Word, Excel, PowerPoint), Outlook, and Adobe products.
- Strong written and verbal communication skills.
- Ability to manage multiple projects and meet deadlines.
- Highly motivated, organized, and detail-oriented approach.
- Critical thinking skills.
- Eligibility to work in the United States.
Location & details#
- Term: Winter 2027.
- Work modality: On-site.
- Schedule: Full-time (40 hours per week).
- Locations: Wellesley Hills, Massachusetts or Hartford, Connecticut.
- Compensation: $24.00 per hour.
- Employment type: Paid, full-time.
About Sun Life
Sun Life is a financial services organization founded in 1865. It provides insurance and investment products to clients across Canada, the United States, the United Kingdom, Hong Kong, the Philippines, and Indonesia. The company is based in Toronto and maintains a global workforce of more than 38,000 employees. It operates as a public company.
How to get in at Sun Life
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