Business Data Specialist

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:

At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America. 

The opportunity: 

As a member of the Customer Relationship Management Data Team and under the direction of the Customer Service Manager, the Business Data Analyst's role is, working with our internal partners in Distribution, to ensure the accuracy of Firm, Office, and Broker data in our Licensing and Salesforce applications. The individual will respond to inquiries from our clients, identify data issues and perform regular data maintenance as required. This team is recognized as the authorities on all Customer Relationship Management data issues.

How you will contribute: 

Acts as a primary contact for all Customer Relationship Management data integrity questions

Responsible for data maintenance, problem recognition, research, resolution and follow-up steps for the following:

Address and other contact data

Brokers linked to appropriate Firm/Office

New data supplied by firms

Resolves routine problems immediately, while consulting and collaborating with the IT teams and subject matter experts to solve more complex issues

Inputs data into CRM and Licensing/Appointment applications as needed

What you will bring with you: 

Preferred skills

• Proficiency in Microsoft Excel
• Understanding of the Financial Services Industry preferred

Qualifications

• 2-4 years in front-line support role (customer service, help desk, etc.)
• Strong attention to detail required
• Analytical problem solving a must
• Ability to work with confidential documents and other sensitive information
• Strong written and verbal communications skills required

Do you see yourself in this role even if you haven’t checked …