Sun Life Financial Employer Reviews

This position is extremely stressfull, management was clueless as to handle personell problems. Unrealistic expectations from upper management lead to rifts in manager/employee relationships. Work life balance was held in high regard but was never availible as the department was always in emergency mode.

Typical day: check the queues, set priorities for the day, respond to urgent emails, perform QC, edit, revise for team output, attend scheduled meetings (at least 3 a week), work on current project assignments, return phone calls, update data bases, track case progress
Learned: multi-tasking with a vengance
Co-workers: direct team members are extremely – more...  helpful as are members of other teams with whom Customer Relations interacts
Hardest part is managing constant interruptions and peripheral managment assigned tasks unrelated to productive case work
Most enjoyable part of day: editing and revising outgoing correspondence or procedural documents – less

• Processed biweekly payroll for U.S. and Canadian companies of over 600 employees including collection, verification, data entry of timesheets, and balancing payroll
• Updated employee files: medical, dental, addresses, salary increases, etc.
• Provided verification of past/present employment: social security, mortgage verification, and proof of employment
• – more...  Completed audit reports for worker’s compensation
• Participated on payroll year-end auditing
• Responded to employee and manager’s inquiries via telephone, voicemail, email and walk-up window
• Provided salary information to the Compensation department to establish merit increases and bonuses – less

• Good understanding of how the provincial health care system works
• Developing financial plans, managing client portfolio, advising clients on their insurance and investment needs based on each situation by discussing their current and future goals and taking appropriate action by investing their money into appropriate funds
• Employee of the month – more...  for meeting targeted sales each month; if target sales were not met, contacted existing clients by updating “know your client” and offer further products/services; several cold calling until 20 appointments were booked for the month
• Discussed retirement planning to ensure a plan was made for existing clientele in inventory
• Client communications and administration duties, primary content manager of Client Management Software
• Resolving complaints when head office or health care practitioners and organizations refuse to grant requests for access or correction; Investigate complaints with respect to personal information by clients applying appropriate judgement and knowledge according to the circumstances of individual files – less

The only reason I am not working there any longer is that they move the office to Waterloo, ON. But nothing at all to say about this company. They paid well treated their employees with respect and they had room for advancement.

Great results working from home. Due to economy had to relocate to Boston. Want to stay in Pittsburgh

Good place to work with decent benefits. Employer is always encouraging to grow in your career and job path. Yearly incentive with annual raise.

Sun Life Financial Inc. is an international financial services company known primarily as a Life Insurance company. Based in Toronto, Canada, Sun Life and its partners provide insurance, retirement and investment solutions for individuals and businesses around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines, – more...  Japan, Indonesia, India, China and Bermuda. Sun Life ranks number 236 on the Forbes Global 2000 list for 2010. – less

Learned some new technologies. Good place to work with gym on site.

Excellent place to work ,,,, good technology both hardware and software.

Sun Life was a good place to work! I enjoyed my time there. However, this company is very Canadian oriented- most senior management resides in Canada, and direction is pushed down from there. Not much growth opportunity.

Not good IT structure in the US part of company. Old technologies. Very slow processes.

Great team oriented enviroment. This office is very culture driven with lot's of support. Managment is always available to help grow your financial practice.

Strong Team Environment
Very professional
Excellent training

Great first time job. Learned a lot, met good people. Just get work done and avoid management.