Sales and service assistant supporting Sun Life’s group benefits business development and client retention. Coordinating inquiries, reports, renewals, correspondence, and administrative operations.
Responsibilities
Provide support for business acquisition and retention activities to the Business Development team
Support Account Executives and Service Specialist/Consultants
Coordinate and respond to inquiries and requests for information from Clients, Advisors and Consultants
Maintain accurate and up-to-date internal reporting and tracking tools, including data entry
Compose and/or prepare correspondence and presentations
Request and prepare reports for advisors and clients
Compile relevant information for renewals
Process simple revisions for clients
Collaborate with underwriting, disability, group operations, and other business areas
Manage incoming and outgoing mail
Perform in-office responsibilities as required
Order promotional and business supplies
Plan events
Report to the Sales & Service Assistants Team Lead
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
Benefits
Hybrid work environment
A friendly, collaborative, and inclusive culture
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
The opportunity to move along a variety of career paths with amazing networking potential
Access to our Global Learning Centre, available 24/7 for your learning needs
Wellness programs that support the three pillars of your health – mental, physical and financial
Incentive plans for eligible employees, with payment subject to individual and company performance
Sales incentive plans for certain sales-focused roles
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