Sales and Service Assistant, Group Benefits Business Development

at  Sun Life

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

JOB DESCRIPTION:

Location: Needs to be in office ( 2 days per month for the moment)
Salary: 45K
Do you thrive in a fast-paced environment? We are looking for a Sales and 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.

• 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