Bilingual Pension Administrator, Payout Annuity
Core
Manage annuitant member information, plan reconciliation, and client inquiries for payout annuity products.
Role type
Bilingual pension administrator (payout annuity)
Builds
Pension payout processes and client service for Sun Life's Group Retirement Services
Domain
Insurance / Pension Administration
Deliverable
client delivery
Required skills
Workflow management, plan reconciliation, complex data management in Excel, pension legislation knowledge, annuity knowledge, customer service, financial or accounting experience
Preferred skills
None stated
Technologies
Excel (pivot tables, VLOOKUP)
Responsibilities
Set up and maintain annuitant member information on various systems, Respond to client inquiries via call center and internal business partners, Handle changes to client files and perform plan reconciliation, Investigate and resolve escalated issues and complaints, Manage work priorities in a multifunctional environment
Seniority
Individual Contributor