Bilingual Document Specialist

Remote, USA
Posted Jun 14, 2026
Full-time

Sun Life Québec is a hybrid organization committed to creating an inclusive and respectful environment. They are seeking a Bilingual Document Specialist to deliver exceptional customer experiences through precise document creation and technical expertise, partnering with cross-functional teams to ensure accurate, customer-ready contracts and handbooks.

Responsibilities

  • Processing new business and/or revisions documents within established service standards (accuracy & timeliness)
  • Create and modify client documents such as contracts and employee handbooks
  • Respond to inquiries from internal business partners
  • Interpretation of plan design details and seeking clarification to ensure right outcome
  • Understanding and analysis of customer needs to recommend system setup that supports those needs
  • Partnering with Service Representatives, Implementation Specialists and Advisors to clarify plan design so that documents output is efficient and accurately reflects the customer expectations
  • Manage work priorities in a multifunctional environment
  • Investigate and resolve escalated issues or complaints
  • Assess and negotiate target dates to meet customer expectations and demonstrate sensitivity to customer's business needs
  • Participate in projects, as needed

Skills

  • Bilingualism (French, English) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
  • Strong verbal and written communication skills with proven customer service skills
  • Analytical, attention to detail and a self-starter with effective problem-resolution skills
  • Negotiation skills with the ability to work towards acceptable outcomes and propose solutions
  • Organized and ability to multitask to achieve deadlines
  • Ability to work well both independently and as part of a team
  • Ability to work under pressure, meet customer needs and adapt to a changing environment
  • Knowledge of Group Benefits
  • Knowledge of Plan Administration systems and their interdependencies

Benefits

  • Flexible Benefits from the day you join to meet the needs of you and your family

Company Overview

  • La Financière Sun Life est une organisation de services financiers de premier plan qui aide ses clients à atteindre la sécurité financière à toutes les étapes de leur vie. It was founded in undefined, and is headquartered in Montréal, Québec, CA, with a workforce of 5001-10000 employees. Its website is https://www.sunlife.ca/ca?vgnLocale=fr_CA.

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