Sun Life Financial Enrollment Technical Consultant in Wellesley Hills, Massachusetts

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:

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at to learn more.

Position Summary:

In this role you will be responsible for complete enrollment, re-enrollment and perpetual enrollment support to field personnel for all employer-sponsored benefits. Activities include, but are not limited to, coordination with home office and field employees, and sometimes external customers, to confirm sold plan designs and customer expectations for enrollment and administration and provide appropriate enrollment and/or re-enrollment communications. Responsible for pre and post-production activities for these materials including determination of timing, hardware resources, coordination with print area, and timely shipping of any materials to requested destinations

Main Accountabilities:

  • Fulfill requests for electronic enrollment/marketing tools

  • Consult with field personnel on available options to best meet customer’s needs within allowable time

  • Create representation of all employer-sponsored benefits in electronic enrollment focusing non-AEB benefits: medical plans, HSAs, FSAs, 401(k), etc.

  • Provide remote telephonic support for field personnel conducting enrollments

  • Create customized benefit statement templates and merge data accurately

  • Fulfill requests for enrollment materials

  • Create highlighters for all requested group products

  • Create pre-communication materials for enrollments, including email blasts

  • Collaborate with field personnel to deliver materials timely and accurately

  • Project testing for continual enhancement of technology and field fulfillment

  • Create immediate customer-facing solutions to business needs

  • Contribute to developing support structure for benefit administration platform

  • Support formal IT projects as needed


  • High school graduate with some computer/software course work or equivalent experience preferred

  • Excel and Word skills for manipulation and combination of complex data sources and the ability to create merged documents including layout design

  • Excellent oral and written communication skills, along with the ability to provide superior customer service to our field partners

  • 2+ years of group insurance experience

  • Knowledge of the Sun Life product portfolio, underwriting guidelines, ratings and internal systems to quote, submit issue and service the Sun Life product portfolio

Sun Life Financial (U.S.) Services Company, Inc. is a federal contractor subject to Executive Order 11246, Section 4212 of the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such the company is committed to taking positive steps to implement the employment-related aspects of the company’s equal employment opportunity policy. It is the company’s policy to take affirmative action to employ, advance in employment, and otherwise treat qualified minorities, females, protected veterans, and individuals with disabilities without regard to their race/ethnicity, sex, veteran status, or disability.

Pursuant to 41 CFR §§ 60-300.44(f)(1)(ii) and 741.44(f)(1)(ii), we hereby notify you of our company policy related to our affirmative action efforts and request appropriate action on your part.

Job Category:

Sales - Distribution Support

Posting End Date: