Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

We are looking for a Sales & Service Assistant to join our National team in the Group Benefits Business Development area. In this role, you will be primarily accountable for providing support for business acquisition and retention activities to the Business Development team.

Responsibilities

• Support Account Executives and Service Specialist/Consultants
• Coordinate and respond to inquiries and requests for information from Clients, Advisors and Consultants (email inquiries and requests)
• Update and ensure internal reporting and tracking tools are maintained with accurate and up to date information including data entry
• Compose and/or prepare various correspondence and presentations
• Request and prepare various reports for advisors and clients
• Compile relevant information for renewals
• Process of simple revisions for clients
• Works in close collaboration with other business areas (ex. underwriting, disability, group operations, etc.)
• Manage incoming and outgoing mail
• In office responsibilities as required
• Order promotional and business supplies
• Event planning

Requirements

• 1-2 years relevant work experience in office administration and client services
• In-depth knowledge of Microsoft Office (Excel, Word and PowerPoint)
• Experience with Microsoft Excel, specifically manipulating reports using Pivot Tables and V-look ups
• Organizational and time management skills with the ability to prioritize competing requests/ tasks
• Teamwork and cooperation
• Familiarity with AI capabilities
• Ability to multi-task within a fast-paced environment while maintaining a high degree of accuracy
• Excellent written and oral communication skills
• Understands client needs and identifies solutions to non-standard requests
• Ability to work independently and as part of a high functioning team
• Relationship building/management skills
• Strong attention to detail

Skills

• Microsoft Office (Excel, Word and PowerPoint)
• Microsoft Excel (Pivot Tables and V-look ups)
• AI capabilities
• Written communication
• Oral communication
• Client needs understanding
• Independent work
• Teamwork
• Relationship building/management
• Attention to detail

Location

• Remote

Work Type

• Hybrid

Experience Level

• 1-2 years relevant work experience

Education Level

• Post Secondary Education

Salary/Compensations

• 51,000 - 80,200

Benefits

• Hybrid work environment
• Friendly, collaborative, and inclusive culture
• Flexible Benefits
• Pension, stock and savings programs
• Access to Global Learning Centre
• Wellness programs

About the Company

• At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.
• Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
• We are honoured to be recognized as a 2022, 2023 and 2024 Best Workplaces in Canada by Great Place to Work® Canada.

Equal Opportunity

• Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
• Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.
• We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.
• We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.