Bilingual Proposal Coordinator
- Toronto, ON, Canada
- Waterloo, ON, Canada
- Montreal, QC, Canada
- Sun Life Montreal Metcalfe, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Education
- Bachelor’s degree
- Posting language
- English
- Posted
Original job description
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:
The Proposal Team is the gateway to Sun Life’s Group Benefits new business and is a key contributor to the sales process. As an innovative leader in the industry, our role is to deliver compelling proposals that position
Sunlife as the obvious choice.
As the Bilingual Proposal Coordinator, you will be the primary representative of Sunlife’s Sales Enablement Proposal team. Supporting Group Benefits Business Development teams across Canada you will manage RFP
logging, tracking, and reporting while maintaining professional relationships with internal and external stakeholders. Working alongside the Proposal writing team and under the proposal manager’s direction, you’ll
thrive in a high energy environment where collaboration and respect drives success.
In this role, you will:
- Quote Management: Monitor, log, and triage incoming quote requests; create and maintain opportunities and tasks in the system
- Inbox Operations: Triage shared inbox, respond to routine inquiries, follow up on outstanding items, and escalate issues appropriately
- Opportunity Identification: Monitor procurement portals and bid sites to identify and communicate business opportunities to Business Development
- Reporting & Analytics: Maintain records, prepare recurring and ad hoc reports, and support dashboard maintenance for team visibility
- Process Documentation: Develop and maintain SOPs, workflows, templates, and reference materials for consistency and continuity
- Internal Collaboration: Coordinate with stakeholders on proposal activities and ensure efficient workflow progression
- Document Management: Maintain organized filing systems with proper naming, version control, and accessibility for team use
- Proposal Development: Draft standalone Group Benefits proposals for simple RFPs; support Proposal Specialists across Canada as needed
What we are looking for:
- 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.
- Strong attention to detail, accuracy and speed of execution are key.
- Possess strong time management and prioritization skills.
- Efficient at working independently or as part of a team.
- Professional written and verbal skills- Ability to represent the team professionally across internal and external stakeholder interactions
- Self-motivated problem solver with initiative: Implements improvements while respecting established processes and maintaining organizational structure. Proactively identifies opportunities for efficiencies.
- Experience working with Microsoft Office, SharePoint and Salesforce CRM.
Qualifications:
- Bachelor’s degree or related work experience required
- High level of technical and administrative proficiency required
- Previous experience with inbox management or intake and triage coordination is preferred
- Knowledge of Group Benefits and procurement processes is an asset
Why join Sunlife:
- Being a member of the Sunlife 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 thebrightside@sunlife.com.
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 500Job Category:
Sales - Client Relationship ManagementPosting End Date:
25/11/2026More about this job
Responsibilities
The Bilingual Proposal Coordinator manages RFP logging, tracking, and reporting while supporting the Group Benefits Business Development team. They are responsible for drafting proposals, maintaining process documentation, and coordinating with internal and external stakeholders to ensure efficient workflow.
Requirements
A bachelor's degree or equivalent work experience is required, along with bilingual proficiency in French and English. Candidates must possess strong technical and administrative skills, with experience in inbox management or intake coordination preferred.
Skills
- Bilingualism
- Proposal coordination
- RFP management
- Sales enablement
- Time management
- Prioritization
- Microsoft Office
- SharePoint
- Salesforce CRM
- Reporting
- Analytics
- Technical proficiency
- Administrative support
- Communication
- Problem solving
Benefits
- Collaborative and inclusive culture
- Hybrid work flexibility
- Incentive plans
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Administrative
- Finance & Accounting
- Customer Service & Support
Keywords
- Proposal Coordinator
- Group Benefits
- Sales Enablement
- RFP
- Procurement
- Quote Management
- SOP
- Workflows
- Dashboard
- Stakeholder Management
- Version Control
- Data Analysis
- Administrative Support
- Bilingual
- Microsoft Office
- SharePoint
- Salesforce CRM
- Hybrid Work
- Business Development