Group Benefits Sales & Service Assistant

Sun Life Assurance Company of Canada; Toronto; Hybrid; CAD 42,000 - 57,000; Full time

Job summary

A leading financial services organization in Toronto is seeking a Sales & Service Assistant. In this role, you will provide support for business acquisition and retention activities, manage client inquiries, and assist with internal reporting. Ideal candidates possess excellent communication skills and proficiency in Microsoft Office. Join a hybrid workplace that values diversity and offers flexible benefits.

Benefits

Flexible Benefits

Pension and savings programs

Best Workplace for Hybrid Work

Continuous improvement journey

Qualifications

• Ability to prioritize competing requests and tasks.
• Ability to work independently and as part of a team.
• Understanding client needs and identifying solutions.

Responsibilities

• Support Account Executives and Service Specialist.
• Coordinate inquiries and requests for information.
• Data entry and update reporting tools.

Skills

In-depth knowledge of Microsoft Office

Time management skills

Organizational skills

Teamwork and cooperation

Excellent written and oral communication skills

Relationship building / management skills

Attention to detail

Education

High School Diploma or higher

Job description

Overview

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals families and communities around the world.

Job Description

Do you thrive in a fast-paced environment? We are looking for a Sales & Service Assistant to join the Group Benefits Business Development. In this role you will be primarily accountable for providing support for business acquisition and retention activities to the Business Development team. This role will report to the Service Manager Business Development.

What will you do

• Support Account Executives and Service Specialist / Consultants
• Coordinate and respond to inquiries and requests for information from Clients Advisors and Consultants (telephone and email inquiries and requests)
• Data entry
• Update and ensure internal reporting and tracking tools are maintained with accurate and up to date information
• Compose and / or prepare various correspondence and presentations
• Request and prepare various reports for advisors and clients
• Order promotional and business supplies
• Works in close collaboration with other business areas (ex. underwriting disability group operations etc.)
• Manage incoming and outgoing mail
• Assist with compiling relevant information for renewals

What do you need to succeed

• In-depth knowledge of Microsoft Office (Excel Word and PowerPoint)
• Time management skills with the ability to prioritize competing requests / tasks
• Organizational skills
• Teamwork and cooperation
• 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

What will be nice to have

• High School Diploma or higher
• 0-2 years relevant work experience in office administration and client services
• Understanding and knowledge of Group benefits products

What\'s in it for you

• Were proud to be a Best Workplace for Hybrid Work by Great Place to Work Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• 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 Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other addition to Base Pay eligible Sun Life employees participate in various incentive plans with discretionary pay subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

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 .

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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range :

42200 / 42 200 - 56900 / 56 900

Job Category :

Customer Service / Operations

Posting End Date : 25 / 09 / 2025

Key Skills

Accounting Software,Time Management,Accounts Administration,Accounts Receivable,Accounts Reconciliation,Administrative Skill,Leadership skills,Accounting & Finance,Accounts Management,Communication,Analysis Skills,Relationship Management,Team Player Spirit,Budgeting Skills,Accounts Payable

Employment Type :

Full-Time

Experience :

years

Vacancy :

1