Sun Life Financial Employer Reviews

Reliable - Working in a team, Good management made me feel comfortable to work and do not hesitate to ask questions.

Co-workers help each other and feel like a family.

The hardest part of the job I don't feel comfortable if I am late in completing my assignment and give extra time to finish it.

The most enjoyable part of the job that everyday you – more... learn new things and get to know people around you. – less

The culture is very laid-back and relaxed.
Absolutely loved the people but I don't think insurance is for me.
Meetings are very effective, things get done.
Huge video conference across Waterloo, Toronto and Montreal to make sure everything is on track.

Just got out of university so it was the first job I took. Sometimes, felt like I didn't have enough – more... to do but that's just probably related to my job. – less

I really liked working here you got to take time off whenever you needed it and you were your own boss.

I acquired a great deal of knowledge and experience in this role. As well as relationship building and influencing skills. The exposure to a wide variety of wealth, income and insurance products adds to my experience within the financial industry. My co-workers definitely made this a great place to work. One of the challenges was to analyze and educate – more... clients not well versed with investment products and principles however, it was the most rewarding when i succeeded in breaking these barriers. I am happy to say that my success rate in such cases was quite high (95%). The most enjoyable part of the job was helping clients with their investments and the successful partnership created in these interactions resulted in ongoing consultative transactions. – less

My main role was initially managing customer information, organizing files and conducting data entry. From here I branched into Client Services, explaining benefits to clients in detail in a professional manner. The management was excellent, with a very positive corporate culture that encouraged growth and positivity. My co-workers were a highlight – more... of the job, and I enjoyed the opportunity to expand my knowledge base about Compensation and Benefits. – less

This is a great place to work, and I am happy that i've had the opportunity to be able to see what ''office work'' is like.

Every day was doing the same work. The work was not too hard, but keep you busy.

Great employer to work for. This was a company that cared about their employees.

Typical Day: Prepared financial statements, research summaries and analytical reports.
What I Learned: Identifying opportunities to enhance efficiency, growth and profitability for financial and accounting companies
Management: Never had a bad boss, great group of people very motivated, energetic and driven always ready to lend a hand and I have had – more... some of the greatest mentors in this job
Hardest Part of the Job: Learning the skill of maintaining several due dates simultaneously and managing priorities of multiple different projects
Most Enjoyable part of the Job: Working with a great and motivated multidisciplinary team. – less

Enjoyed customer service, lots of work but rewarding, however at the end of the day I helped people with the products and services they needed!

My main role was initially managing customer information, organizing files and conducting data entry. From here I branched into Client Services, explaining benefits to clients in detail in a professional manner. The management was excellent, with a very positive corporate culture that encouraged growth and positivity. My co-workers were a highlight – more... of the job, and I enjoyed the opportunity to expand my knowledge base about Compensation and Benefits. – less

Managed some high profile projects for Sr. Management during my last few years

It is a good place to work. You can make lots of friends here, learn a lot of new things.

- a typical day at work is - Open and sort incoming correspondence.
File documents and retrieve information, & - Track medical and dental requests, Provide original receipts to policy members.

- I've learned there system on doing letters on Himster, & C-Cap.

- management very easy to talk to & approach,

- co-workers are very nice the ones that i – more... talked to everyday.

-hardest part of the day was when alot of mail came in & we didn't finish on time so we had to do overtime.

-hardest part of the day was when alot of mail came in the office & we didn't finish on time so we had to do overtime.

- the joyable part of the job is when we work together as a team. – less

A typical day of work would include resolving customer quires over the phone and by email, generating daliy reports and creating bridge between different departments within Sun life and the Clients.

A typical day at work is about starting my day to prioritize work such as responding to my Client's needs through email inquiries, telephone messages, telephone inquiries & urgents request. At Sun LIfe & Great West Life, I learn to work closely with my team & independently with less supervision of my Manager. I accomplish my work in order & meets Client's – more... needs & in order to be productive. I go beyond my work & recognized internally & Client's feedback at times, for example, when a Client request for their disability payment to be deposited directly to the account, I always make myself available to walk to the Bank to get this done. This is one of helping & responding to Client's needs. Work Management is also prioritizing day to day task, this involves turn around times & in order to assess claims within the standard procedure & process according to accountabilities. I am a team player, always make it a point to do my role helping with my team to be more productive, and this way, the team would always meet excellency in all aspects of the job. I have always been enjoying my job, used my knowledge and trained to do the best I could. The hardest part of the job is when waiting for information to complete a claim, the decission is being delayed beyond the turn around time and Client needs is not being met at this point. The most enjoyable part of the job is when you accomplish something special & beyond & working with the team and other employees, gaining knowlewdge & support. – less

Open Door policy, but management are often unreachable. People are overwhelmed with repetitive work. They have strong security governance and effective policies.

The co-workers were great to work with, and management is approachable.

it was a great experience, great team and supersivor i had the chance to work with, the most difficult part i the pressure thats put on representative throughout the day given stats about 5 times a day and supervisor comes to desk many times tduring the day.
Ive learned to handle difficult customers and not take complaints in a personal way.

Very flexible and has unlimited opportunity to grow. Management is good and very organized.