Sales and Service Assistant

Sunlife; Ottawa; Híbrido; CAD 53 000 - 82 000; Tempo integral

Resumo da oferta

Sun Life in Canada is hiring a Sales & Service Assistant to support the Group Benefits Business Development team. You will assist Account Executives and Service Specialists, coordinate inquiries from Clients and Advisors, and help prepare reports and renewals.

This is not a sales position. The role involves collaboration across Canada, bilingual communication, and exposure to a wide range of Group Benefits products in a hybrid work environment.

Qualificações

• Bilingualism in French and English required for frequent interactions across Canada and worldwide.
• Proficient in Microsoft Office (Excel, Word, PowerPoint).
• Strong time management and ability to prioritize competing requests/tasks.
• Excellent written and verbal communication skills.
• Ability to multi-task in a fast-paced environment with high accuracy.
• Strong attention to detail and organizational skills.
• Ability to work independently and as part of a high-functioning team.
• Relationship building/management skills.
• Understanding of Group benefits products.

Responsabilidades

• Support Account Executives and Service Specialists/Consultants.
• Coordinate and respond to inquiries from Clients, Advisors and Consultants.
• Data entry and maintenance of internal reporting/tools.
• Prepare correspondence and presentations.
• Generate reports for advisors and clients.
• Order promotional and business supplies.
• Collaborate with underwriting, disability, and operations teams.
• Assist with renewals information.

Conhecimentos

Bilingual (French and English)

Time management

Organizational skills

Teamwork

Communication skills

Attention to detail

Independent work

Relationship building

Formação académica

High School Diploma or higher

Ferramentas

Microsoft Office (Excel, Word, PowerPoint)

Descrição da oferta de emprego

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll 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, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

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.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

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 area. 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.

This is not a sale position

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

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
• 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
• High School Diploma or higher and/ or 0-2 years relevant work experience in office administration and client services
• Understanding and knowledge of the array of Group benefits products

Why join Sun Life

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
• A friendly, collaborative and inclusive culture
• A collaborative and interactive team environment
• Being part of our journey in developing the next greatest digital experience
• Working together, sharing common values and encouraging growth & achievement
• Joining a reputable organization with over 150 years of history
• Certified Great Place to Work in Canada in 2026

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 factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and 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 [e-mail].

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.

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

Salary Range

52,500/52 500 - 81,500/81 500

Job Category

Customer Service / Operations

Posting End Date

26/11/2026