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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong bilingual communication skills in French and English, with a focus on attention to detail and accuracy in managing quote requests and proposal activities. Proficient in Microsoft Office, SharePoint, and Salesforce CRM, with a solid understanding of Group Benefits and procurement processes.
Highest-signal resume keywords
Bilingualism In French And EnglishMicrosoft Office ProficiencySalesforce CRM ExperienceGroup Benefits KnowledgeAttention To Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Quote Request MonitoringProposal DraftingReport PreparationWorkflow DevelopmentInbox ManagementTriage CoordinationRecord MaintenanceSOP DevelopmentTask ManagementVersion Control
Soft Skills
Time ManagementProblem-SolvingTeam CollaborationProfessional CommunicationSelf-Motivation
Tools & Technologies
Microsoft OfficeSharePointSalesforce CRM
Industry Keywords
Group BenefitsProcurement ProcessesRFPsStakeholder CoordinationDashboard Maintenance
About the role
Key responsibilities & impact- Monitor, log and triage incoming quote requests
- Create and maintain opportunities and tasks in the system
- Triage the shared inbox, respond to routine inquiries, follow up on outstanding items and escalate issues
- Monitor procurement portals and bid sites to identify and communicate business opportunities
- Maintain records, prepare recurring and ad hoc reports, and support dashboard maintenance
- Develop and maintain SOPs, workflows, templates and reference materials
- Coordinate with stakeholders on proposal activities and workflow progression
- Maintain organized filing systems with proper naming, version control and accessibility
- Draft standalone Group Benefits proposals for simple RFPs
- Support Proposal Specialists across Canada as needed
Requirements
What you’ll need- Bilingualism in French and English, both oral and written, required
- Strong attention to detail, accuracy and speed of execution
- Strong time management and prioritization skills
- Ability to work independently or as part of a team
- Professional written and verbal skills
- Self-motivated problem-solving ability and initiative
- Experience with Microsoft Office, SharePoint and Salesforce CRM
- 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 preferred
- Knowledge of Group Benefits and procurement processes is an asset
Benefits
Comp & perks- Incentive plans for eligible employees, with payments based on individual and company performance
- Sales incentive plans for certain sales-focused roles based on individual or group sales results
- Friendly, collaborative and inclusive culture
- Collaborative and interactive team environment
- Opportunities to contribute to development of the next greatest digital experience
- Support for growth and achievement
- Hybrid work flexibility from the office and virtually based on business, Client and employee needs
- Disability accommodation and alternative-format job posting support
- Certified Great Place to Work in Canada in 2026