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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 proficiency in Microsoft Office tools for effective reporting and correspondence. Capable of managing multiple tasks in a fast-paced environment while maintaining attention to detail and fostering client relationships.
Highest-signal resume keywords
Bilingualism In French And EnglishMicrosoft Office ProficiencyTime Management SkillsOrganizational SkillsClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryReport PreparationInternal ReportingPresentation PreparationUnderstanding Of Group Benefits Products
Soft Skills
TeamworkCommunication SkillsAttention To DetailMultitasking AbilityProblem-Solving Skills
Certifications & Qualifications
High School Diploma Or Higher
Industry Keywords
Business DevelopmentClient ServicesOffice AdministrationRenewalsUnderwriting
About the role
Key responsibilities & impact- Provide support for business acquisition and retention activities to the Business Development team
- Support Account Executives and Service Specialist/Consultants
- Coordinate and respond to telephone and email inquiries from Clients, Advisors and Consultants
- Perform data entry
- Maintain accurate and up-to-date internal reporting and tracking tools
- Compose and prepare correspondence and presentations
- Request and prepare reports for advisors and clients
- Order promotional and business supplies
- Collaborate with underwriting, disability, group operations and other business areas
- Manage incoming and outgoing mail
- Assist with compiling relevant information for renewals
- Report to the Service Manager, Business Development
Requirements
What you’ll need- Bilingualism in French and English, both oral and written, is required
- In-depth knowledge of Microsoft Office, including Excel, Word and PowerPoint
- Time management skills and ability to prioritize competing requests/tasks
- Organizational skills
- Teamwork and cooperation
- Ability to multitask in a fast-paced environment while maintaining a high degree of accuracy
- Excellent written and oral communication skills
- Ability to understand client needs and identify 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 Group Benefits products
Benefits
Comp & perks- A friendly, collaborative and inclusive culture
- A collaborative and interactive team environment
- Flexible choice to work from both the office and virtually based on business, Client and employee needs
- Being part of the 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
- Incentive plans for eligible Sun Life employees, with payments discretionary and subject to individual and company performance
- Sales incentive plans for certain sales-focused roles, based on individual or group sales results
- Application accommodations for persons with disabilities and alternative-format job postings