Sun Life Financial Senior Prospect Specialist in Kansas City, Missouri

At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.

Job Description:

This position is responsible for providing key support to other Prospect Specialists within their assigned team by supporting the manager monitoring the day to day work load, planning proper daily coverage, managing complex RFP’s, and the Subject Matter Expert point of contact on the team. The position will also work closely with the other Sr. Prospect Specialists and act as a point of contact for escalated situations.

The incumbent will support the Sr. Managers of the Prospect Center through daily updates regarding workload activities, identifying training and development opportunities, and providing back up support to other inboxes.


  • Plan proper coverage of daily work assignments including decision making when people are out of the office.

  • Act as the subject matter expert for your team and be the contact person for QC.

  • Work closely with QC to identify training and development opportunities and follow through with training delivery.

  • Provide lunch and learn presentations as needed.

  • Be the contact person for product/process questions for your team, including mentoring and coaching, as needed.

  • Conduct daily team huddles with learning opportunities.

  • Support managers with different project assignments.

  • Be the QPS contact and process champion for ongoing EBG project work.

  • Oversee the management of the QPS Work Basket Report.

  • Be an underwriting liaison along with a Management representative.

  • Manage the process for reassigning all work functions when a PS leaves the Prospect Center.

  • Help coordinate onboarding on new employees.

  • Keep EBR/EBI/PS listings up to date.

Required Skills:

  • Ability to develop and maintain effective, professional business relationships across all levels of the organization. Must demonstrate a responsive, service oriented professional approach in all interactions.

  • Demonstrated experience in accurate and proficient data entry.

  • Ability to think creatively and use professional judgment to resolve non-routine quoting issues.

  • Leadership skills with the ability and experience to assess strategic plans and specific tasks and functions.

  • Organizational skills to approach work in an organized fashion and to effectively follow-up on outstanding details.

  • Ability to maintain a calm and professional working demeanor.

  • Required to work effectively in a high volume, transaction oriented environment with flexibility and adaptability.

  • Effective presentation and communication skills.

  • Strong written and verbal communication skills and experience.

  • Strong decision making and problem solving skills and experience.

  • Demonstrated ability to work independently and effectively in a multi-site organization, with minimal supervision.

Education and Experience:

  • Demonstrated ability to establish and maintain excellent team-oriented interpersonal working relationships.

  • Demonstrated ability to work in a fast-paced, deadline oriented environment with multiple priorities and established performance standards.

  • Proficiency in Microsoft Office with strong technical knowledge of Excel.

  • Strong written and verbal communication skills.

  • Strong customer service skills and excellent organizational skills.

  • Bachelor degree or equivalent year of experience preferred.

  • Sales support and/or insurance industry experience a plus.

  • Knowledge of insurance products and systems a strong plus.

  • Job Category:

Customer Service / Operations

Posting End Date: