Sales and Service Assistant

Posted 21 hours ago

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About the role

  • 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

Job title

Job type

Full Time

Experience level

Junior

Salary

CA$51,000 - CA$80,200 per year

Degree requirement

No Education Requirement

Location requirements

HybridTorontoCanada

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