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 - 81,500/81 500
Job Category
Sales - Client Relationship Management
Posting End Date
25/11/2026