Sales and Service Assistant
Job Overview
Job title: Sales and Service Assistant
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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
The Sales and Service Assistant is primarily responsible for proving support to business acquisition and retention activities. In this role, you’ll use your strong communication and problem-solving skills to respond to client and advisor inquiries via phone and e-mail and ensure first call resolution through providing alternative solutions and triaging requests where appropriate.
In addition, the Sales and Service Assistant will work closely with Account Executives and Service Specialists to review and interpret plan and policy documents, prepare reports and support with finalist presentations and plan revisions as needed. Please note this is a contract opportunity until December 2023.
What will you do?
Receive and respond to complex and/or escalated client inquiries while using sound business judgment and defined practices and procedures to resolve requests
Elevate client’s issues, concerns, and opinions to the forefront in all interactions with Sun Life operational areas
Collaborate with Account Executives and Service Specialists to compose and prepare various correspondence and reports, finalist presentations and plan revisions including financial reports, exhibits and current plan statistics
Utilize strong attention to detail when updating and maintaining internal reporting and tracking tools, and ensuring that electronic filing is up to date with relevant documents and correspondence
Act as a back up representative for Account Executives and Service Specialist through responding to inquiries and acting as a point of contact for service delivery, as required
What do you need to succeed?
Undergraduate degree with experience and knowledge in Group Benefits is preferred
Strong customer service and problem-solving skills demonstrated through the ability to understand customer needs and identify solutions to non-standard requests
Advanced proficiency in Microsoft Office Suite, with a solid understanding of the sales office distribution system, sales practices, and procedures
Ability to work well within a fast paced, team environment while maintaining a high degree of accuracy and successfully managing own workload to meet deadlines
Excellent communication skills, both verbal and written
What’s in it for you?
By using Client and business needs as a guide, you will choose where you work at any given time based on the activities that you need to complete
The opportunity to move along a variety of career paths with amazing networking potential
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
We’re proud to be a by Great Place to Work® Canada
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 .
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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: 39,200/39 200 – 56,500/56 500
Job Category: Customer Service / Operations
Posting End Date: 04/11/2022
Company: Sun Life Financial
Expected salary: $39200 – 56500 per year
Location: Vancouver, BC
Job date: Mon, 24 Oct 2022 00:52:45 GMT
Job Source: Careerjet.ca