Sales and Service Assistant
- Montreal, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- High School Diploma or higher and/ or 0-2 years relevant work experience in office administration and client services
- Posting language
- English
- Posted
Original job description
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
- 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
- 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
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 - 81,500/81 500
Job Category:
Customer Service / Operations
Posting End Date:
26/11/2026
More about this job
Responsibilities
Support the Business Development team with business acquisition and retention activities, including assisting Account Executives and Service Specialists, responding to client and advisor inquiries, and maintaining accurate data and tracking tools. Prepare correspondence, presentations, and reports; coordinate supplies and mail; collaborate with other business areas; and help compile information for renewals.
Requirements
Bilingual French and English communication skills are required, along with in-depth knowledge of Microsoft Office and strong organizational, time-management, teamwork, multitasking, communication, and attention-to-detail skills. A high school diploma or higher and/or 0–2 years of relevant office administration or client service experience is requested, as well as knowledge of group benefits products.
Skills
- Bilingual Communication
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Time Management
- Prioritization
- Organization
- Teamwork
- Multitasking
- Written Communication
- Oral Communication
- Client Service
- Problem Solving
- Relationship Management
- Attention To Detail
- Data Entry
Benefits
- Collaborative And Inclusive Culture
- Flexible Hybrid Work Arrangement
- Employee Growth And Development
Visa sponsorship
Not detected in the job text
Categories
- Administrative
- Customer Service & Support
- Finance & Accounting
- Sales
Keywords
- Group Benefits
- Business Development
- Business Acquisition
- Client Retention
- Account Executives
- Service Specialists
- Client Inquiries
- Advisor Support
- Data Entry
- Internal Reporting
- Tracking Tools
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Correspondence
- Presentations
- Report Preparation
- Renewals
- Underwriting
- Disability Benefits
- Group Operations
- Mail Management
- Promotional Supplies
- Office Administration
- Client Services
- Bilingual French And English