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Employee Benefits Internal Specialist

SUN LIFE FINANCIAL - Milwaukee, WI

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Job Description

JOB REQUIREMENTS: Sun Life U.S. is one of the largest providers ofemployee and government benefits, helping approximately 50 millionAmericans access the care and coverage they need. Through employers,industry partners and government programs, Sun Life U.S. offers aportfolio of benefits and services, including dental, vision,disability, absence management, life, supplemental health, medicalstop-loss insurance, and healthcare navigation. We have more than 6,400employees and associates in our partner dental practices and operatenationwide. Visit our website to discover how Sun Life is making lifebrighter for our customers, partners and communities. Job Description:The opportunity: The Employee Benefits Internal Specialist, GroupUnderwriting position supports the Sales Representative with all aspectsof the Request for Proposal (RFP) process through to sold case. Thisposition provides key support to assigned Employee BenefitRepresentatives (EBR)/Small Business Sales Specialists (SBSS) withintheir team by generating timely and quality proposals, efficientdiscounting discussions and decisions with UW on the EBR/SBSS behalf andsold case processing. The position will also work closely with the EBISand Underwriting, as well as Implementation. How you will contribute:Review and evaluate RFP for all Sun Life Group Insurance Products.Examine all documentation supplied with RFP to decide what proposal(s)and/ or potential variations to provide. Documentation may include priorcarrier certificates, contracts, prior plan rates, census files, priorclaims experience, sales rep preferences, broker special arrangements.Manipulate census data provided, to properly analyze the specific riskfor each client. Configure system with all relevant data, plan design(s)and census data, and calculate manual rates. Perform rate analysis andrate adjustments within authority leveraging Manual Pricing Tool (MPT)and generate formal proposals with resulting rates. Support discountingdiscussions and approval with Sales Rep and UW when outside of... Forfull info follow application link. Sun Life Financial is an equalemployment and affirmative action employer. All qualified applicantswill receive consideration without regard to race, color, sex, religion,age, national origin, disability, veteran status, sexual orientation,gender identity or expression, marital status, ancestry or citizenshipstatus, genetic information, pregnancy status or any othercharacteristic protected by law. Sun Life Financial is committed tobuilding a diverse and inclusive company culture. Sun Life Financial isa leading provider of group insurance benefits in the U.S., helpingpeople protect what they love about their lives. More than just a name,Sun Life symbolizes our brand promise of making life brighter for ourcustomers, partners, and communities. Join our talented, diverseworkforce and launch a rewarding career. Visit us at learn more. APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/1B485996103A4735

Created: 2026-01-19

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