Sun Life Financial Conversion Operations Specialist in Windsor, Connecticut

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This position has accountability for reviewing a client’s contract and completing the policy installation for all products and case sizes. This process also includes data gathering and benefit verification from multiple legacy administration systems for accurate installation onto the new policy administration system. Individual will be responsible for the accurate and timely transition of existing clients onto Sun Life’s administrative platforms, policies and procedures as well as accurately updating all sold case plan design, rate and employee information into the system of record. This role will strongly collaborate with other members of the team to ensure the highest level of client satisfaction throughout the conversion experience.

Success in this role is achieved when the clients’ expectations are met or exceeded during the policy transition process and implementation onto Sun Life’s new administrative platform.


  • In-depth knowledge of Group Insurance products, risk management policies and administrative processes, including relevant Federal and State regulations

  • Ability to think creatively to resolve complex or non-routine implementation issues

  • Strong written and verbal communication skills and experience

  • Excellent listening skills

  • Proficiency in Microsoft Word & Excel

  • Strong detail orientation to produce quality and accurate work

  • Ability to work in a deadline oriented environment with multiple priorities

  • Ability to work independently with minimal supervision and ability to work in a team environment and toward team operational goals

  • Solid work load management, decision-making and problem solving skills

  • Ability to develop and maintain effective, professional business relationships with internal

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at to learn more.


  • Minimum of 1 years’ experience in employee benefits or related industry; experience in underwriting and/or customer service a strong plus

  • May need to support working hours and time zones of all Sun Life sales offices

  • Bachelor's Degree preferred

  • No travel required

Sun Life Financial (U.S.) Services Company, Inc. is a federal contractor subject to Executive Order 11246, Section 4212 of the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such the company is committed to taking positive steps to implement the employment-related aspects of the company’s equal employment opportunity policy. It is the company’s policy to take affirmative action to employ, advance in employment, and otherwise treat qualified minorities, females, protected veterans, and individuals with disabilities without regard to their race/ethnicity, sex, veteran status, or disability.

Pursuant to 41 CFR §§ 60-300.44(f)(1)(ii) and 741.44(f)(1)(ii), we hereby notify you of our company policy related to our affirmative action efforts and request appropriate action on your part.

Job: *Customer Service / Operations

Title: Conversion Operations Specialist

Location: CT-Windsor

Requisition ID: CUS06399