• Provide business project leadership and support to manage business initiatives• Establish and maintain effective reporting mechanisms to keep leadership updated on business initiatives• Manage individual performance of Project Specialists, providing regular coaching to support a high performing team• Support development and execution of key business pilots including those of Sun Life's broader retail strategy• Facilitate project steering committee meetings and project working group meetings to ensure regular communication and alignment of resources and stakeholders for all projects and initiatives

• Acted in a Team Lead capacity, providing leadership and direction to the Training Team across multiple geographic locations• Managed and develop sales knowledge content• Championed process improvement with team as well as across multiple functions• Developed visual management systems for senior leaders

• Created, developed and executed retirement-focused sales campaigns• Partnered with Knowledge, Sales teams, Product development and Client Relationship Executives to identify solutions for clients as they leave their employer plans• Segmented and targeted specific groups for educational and sales material to drive new sales in groups ages 65+

• Consulted with Business Development on new insurance product development initiatives and facilitated plan rollouts internally in partnership with the PMO• Responsible for developing, maintaining and updating knowledge tools, communications and training materials• Acted as a Subject Matter Expert on various projects, providing business requirements and performing business acceptance testing

• Managed an Operational Excellence Program• Performed trend analysis and initiated process improvements to reduce administrative errors across a team of 40 administrators• Identified and addressed administrative pain points to ensure a smooth customer experience• Acted as a Subject Matter Expert on plan implementations and new business initiatives

• Responsible for end-to-end processing of new and existing insurance applications requiring underwriting and billing for large clients• Performed daily management of Eligibility inbox, working directly with external clients to ensure accuracy of member coverage• Documented changes in processes and updated training materials

• Employed effective selling techniques, including building rapport, while advising customers on banking products in order to close the sale• Responded to customer inquiries and resolved problems or discrepancies concerning customer accounts• Processed customer cash deposits and withdrawals, cheques, transfers, bills, credit card payments, money orders, certified cheques, foreign currency and other related banking transactions