Sun Life Waterford, County Waterford, IrelandJoin or sign in to find your next jobJoin to apply for the Client Services Consultant role at Sun LifeSun Life Waterford, County Waterford, Ireland5 days ago Be among the first 25 applicantsJoin to apply for the Client Services Consultant role at Sun LifeGet AI-powered advice on this job and more exclusive features.You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Job SummaryThis position provides operational support for the processing of all contractual policy changes, reinstatement requests and billing for the Individual Life business. The position also provides advisory services to external departments in relation to solving Solar processing problems, Solar system workarounds and plan specific issues. The Client Services Consultant is also an expert in Litigation agreements on a certain block of policies. They would also participate on projects in the capacity of subject matter experts and performs user acceptance testing to solve Solar system related problems, plan specific issues and for other business development projects. In addition, this position works closely with Management, Other teams in IFM, Business System Analysts, Systems teams, Underwriting, Legal and Compliance.Position ResponsibilitiesReviews and prioritizes workload objectives to meet or exceed service level guarantees.Acts as SME in the provision of Technical expertise to other departments in IFM in resolving SOLAR processing problems. Thet would review and investigate errors and resolves system issues or advises on the solution to enable the rep to continue with their processing. These could include but are not limited to unwinding SOLAR back to New Business Status for errors at time of set up and processing many years of transactions to get the client to current status in SOLAR, Rewinding multiple years of Premium payments, Loan changes and Dividends, Date of Birth updates back to New Business status to name a few of the transactions that are handled by CRB. This enhanced system knowledge of how different processes within the SOLAR system impacts different screens and processes is imperative to the role and processes daily.The position is knowledgeable of all processes and roles in Client Services and would work closely with other teams to resolve their SOLAR errors/warnings and system processes not working as expected.Reviews requests for policy changes and reinstatements, ensuring that the requests are within contractual and policy requirements and process the requests within service and quality standards, work with Underwriting teams where needed.Effectively communicate decisions for policy service requests to clients, ensuring that communication is clear and concise and supports Sun Life’s commitment for plain language communicationCollaborate with Underwriting in an effort to obtain medical requirements quickly to facilitate speedy underwriting turn-around timesCalculate and communicate quotes for policy changes and reinstatement requests, these requests take experience of the SOLAR system, Product knowledge and Contract language knowledge for handlingClearly defines problems that affect processing decisions and present to the Senior Manager with recommendations for solutions with a view of balancing client satisfaction, Contract provisions and operational risksProvides support for the book of Litigation cases, inclusive of adjustment of Annual Reports, preparation of Illustrations, response to policy requests though creation of letters to respond to policy requestsCalculate values for complex cash value quotes that the Solar system does not support, this requires SOLAR knowledge, product and contract knowledgeProvides support to Call Center for the calculation of loan and policy values for Illustration requests that have passed policy anniversariesProvide full administrative support for policies that the SOLAR system does not support such as policies that have attained Age 100 maturity, calculate cash values, annual report preparation and process tax updatesTerm Conversion Client processing. Communication to clients on options as well as depending on client response handling of SOLAR updates that could include screen updates and New Contract set up.Process manual workarounds for processes that SOLAR system does not process correctly due to system issues, SOLAR inability to process correctly or system limitations.Creates, reviews and updates procedural documentation and assists other teams in IFM with updates needed for their documentationApplies continuous improvement techniques to identify opportunities to improve efficiency and work with Problem Solving to implement solutionsProvide training support for new reps on Solar system as well as processing of reinstatement and contractual change requests as well as sharing knowledge through communication/training for other roles/teams in IFMAssist in the collection of data requested by internal and external auditors and in some instances provides explanation of audit issues by attending meetings or replying to emails.Administer billing function ensuring that correct bills are mailed which includes the pulling and adjustment of bills, letters and annual reportsCreate and provide Duplicate Contracts to clients when requestedPerform other duties as required but within the context of the job requirementsParticipates on project teams to resolve system updates, creating and testing of test cases and correcting policiesPosition Requirements And QualificationsExtensive knowledge of Individual Life products, features, benefits and systemsExpert knowledge of the SOLAR administration systemExperience in investigating and resolving complex policy accounting problems and client issuesAbility to work independently and in a team settingStrong written and verbal communication skillsStrong problem solving and decision making capabilitiesAbility to assemble, analyze and evaluate data in order to make appropriate recommendation to managerStrong attention to detail and analytical skillsHigh focus on qualityPrior client service experienceStrong muti-tasking skillsCollege degree or 10+ years’ experience in life insurance operationsProficient in computer skills (Excel, Word, Outlook, Workflow Imaging).Job Category:Customer Service / OperationsPosting End Date:10/07/2025Seniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionOtherIndustriesFinancial Services and InsuranceReferrals increase your chances of interviewing at Sun Life by 2xGet notified about new Client Services Consultant jobs in Waterford, County Waterford, Ireland.We’re unlocking community knowledge in a new way. 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