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Job Description:

Intake & Process Consultant, Intelligent Automation

Organization:                Business Transformation & Shared Services

Location:                      Waterford, Ireland; Wellesley, MA or Kansas City, MO

Reports to:                    Senior Manager Intake & Process Consulting, Intelligent Automation

Direct Reports:              None

Job Description

Role Summary:

Sun Life is building out its Intelligent automation capabilities, and expanding a US-based team to identify, configure, deploy and support bots and other solutions that can automate manual tasks, improve the client experience and allow our employees to focus on higher-value activities.

Sun Life is seeking an Intake & Process Consultant who through a deep understanding of our business and processes, and strong process improvement expertise, can help to product own and deploy projects that will significantly increase efficiency and improve the client experience. Core responsibilities will include identifying and triaging new project ideas, building and maintaining a project pipeline, and conducting process analysis and design to transform our internal and client facing processes.

The role is a member of the US Intelligent Automation Intake team reporting to Sr. Manager Intake & Process Consulting within the corporate Transformation & Shared Services organization. The role is responsible for partnering closely with Business stakeholders, Business Analysts, Solution Designers, Architects and Developers to maximize the team’s overall business impact.           

           

Main Accountabilities:

Design and facilitate workshops and meetings to educate business leaders and business subject matter experts and identify new automation opportunitiesConduct job shadowing sessions to develop a deep understanding of current state processes and identify repetitive, manual work that can be automatedDevelop and maintain a robust project pipeline and manage the process for generating and accepting new ideas, conducting benefits analysis, assessing complexity and feasibility, and creating high level solution while partnering with our Solution Designers and ArchitectsMap out current and future state processes and obtain buy in from business stakeholders and the Automation teamConduct in-depth process analysis and propose how existing processes can be transformed through automation and digitization.Act as a Product Owner for automation initiatives, prioritizing the backlog and collaborating with stakeholders to refine requirements and ensuring alignment with the business objectivesFacilitate agile ceremonies including sprint planning, daily stand-ups, sprint reviews, and retrospectives to ensure smooth execution of automation projects and continuous improvement of team processesIdentify potential automation enhancements that will increase the business value of the bots that have already been deployed throughout the business.Prepare proposals for business leaders and key stakeholders to communicate both project and program opportunities, progress and accomplishments.

Desired Skills & Competencies

An entrepreneurial mindset focused on providing business solutions that deliver concrete value to end users, managers and clientsThe ability to understand and optimize end-to-end business processes and user needs through automations and complementary technologies such as optical character recognition, artificial intelligence, machine learning and low-code applications. An analytical and innovative mindset that can break complex business challenges down into core components and develop and present viable improvement optionsThe ability to combine a deep understanding of the insurance business and processes with knowledge of robotics automation technology to identify, evaluate and propose new projectsThe ability to rapidly triage new project ideas and assess potential benefits based on estimated volumes and efficienciesStrong consulting, relationship management and facilitation skills including the ability to listen and question to understand the business problem, analyze, provide insight and adviceExperience with agile methodologies and frameworks such as Scrum, Kanban, or SAFeStrong product ownership skills, including the ability to create and manage product backlogs, write user stories, and define acceptance criteriaProficiency in agile project management tools like JIRAAbility to remove impediments and foster collaboration among cross-functional teamsExcellent communications skills, both written and verbal and the ability to influence decision-making at all levels across the organizationEagerness to tackle new challenges, devise creative solutions, and learn new tools and technologies

Education, Experience & Technical Competencies

A BA/BS degree and at least five years of related experienceAt least 2-3 years of process improvement and automation experience preferredDeep knowledge of financial and/or insurance desiredLean Six Sigma Green Belt certification preferredUnderstanding of automation tools such as PEGA, Blue Prism and Power Platform, JIRA.Experience managing and implementing complex process improvement projects preferredKnowledge of MS PowerPoint, MS Project, and MS VisioDesign Thinking training and certification preferredPeriodic travel may be requiredSome project work may be required outside of regular office hours to support critical timelines and deliverables, as well as collaboration with Sun Life teams in other regionsCertified Scrum Master (CSM) or Professional Scrum Master (PSM) certification preferredExperience with Agile methodologies and frameworks, including Scrum and Kanban

Job Category:

Business Analysis - Systems

Posting End Date:

09/03/2025