Amendment Operations Senior Specialist

U.S. Employees (Remote)

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:

The Operations Senior Specialist is responsible for the oversight and completion of simple & complex amendments across all systems for our clients. Operation Senior Specialists initiate amendments, gather and prepare all necessary information to accurately make the change and follow an amendment through to completion. During the process the Senior Specialist is proactively communicating with the field resources and any internal partners needed for completion to assure accuracy and timeliness. Aligned with Sun Life's goal to build the best benefits company in America strategy, the Senior Specialist focuses on results, service, culture, growth and most importantly, the client.


The main accountability for Operations Senior Specialist is to initiate and manage all amendment requests. They receive amendment requests from our customer facing colleagues on behalf of the client. The Senior Specialist has full ownership of the amendment process and provides direction and recommendations to the field and internal departments. The Senior Specialist is expected to know what stage all the amendments they oversee are in and ensure other parties are working diligently to complete tasks needed for active amendments. Regardless of the departments working on the change request, the Senior Specialist owns the accountability to assure the change is completely correctly and timely. There is a good deal of both proactive and reactive communication required to assure an amendment is set up correctly in the contract, administrative systems and billing systems.

The Senior Specialist is responsible for initiating the amendment, gathering all necessary information to complete the request and oversight of the completion of the amendment. All along the way providing proactive communications to the field and our internal partners to assure the amendment is on course to stay within provided timelines. This includes interpreting the amendment, identifying information needed to proceed (i.e. updated census, requested …

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