Sales Coordinator

Sales Coordinator

The Sales Coordinator (SC) works directly with the Stop Loss Specialists (SLSs), Account Managers (AM) and Sr. Account Managers (Sr. AM), and to coordinate the completion of prospect and sold case activities. The SC is required to ensure the efficient flow of information by communicating effectively with internal and external partners including: SLSs, AMs, Sr. AMs, Third Party Administrators (TPAs), Brokers, and Clients. This will include but is not limited to prospect activity, reporting, system updates, questionnaires, sending proposals, broker updates, and confirming plan documents. This role supports the Account Managers and Sr. Account Managers in the primary day-to-day needs for internal and external clients and contributes to client satisfaction, retention, and growth.

Partners with SC team to build and maintain effective working relationships with SLSs, AMs, Sr. AMs, Underwriters, Premium Specialists, as well as external partners.

Provides support to AMs/Sr. AMs, resulting in a proactive account management approach, through the development of strong relationships and industry knowledge.

Communicate regularly with internal partners to ensure that client needs and expectations are consistently met or exceeded.

Adopting even responsibility amongst tasks, pulls work alongside CS team members and completes tasks in a timely manner.

Offers support on items including but not limited to prospect activity, reporting, system updates, questionnaires, sending proposals, broker updates, and confirming plan documents. (Including Health Navigator cases)

Completes tasks within standard turn-around time and if there is a delay, communicate in a timely manner with the client.

Actively participates in the development of SC teams processes and tasks, while providing suggestions on how to make processes more efficient, leveraging our CI Tools.

Builds out and updates current processes for tasks completed within SC team.

Continues education on new processes, products, and offerings.

Mentor new hires within this role.

Perform additional responsibilities as needed.

This job description does not cover or contain a comprehensive list of activities, duties, or responsibilities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

A bachelor's degree and or a minimum of one year of client/customer support, preferably in an account services capacity.

Exceptional verbal, written, and interpersonal communication skills and strong relationship-building skills.

Excellent organizational and prioritization skills, follow-through, and the ability to manage multiple tasks simultaneously, while maintaining a high level of professionalism and responsiveness.

Ability to work effectively in a fast paced and transaction-oriented environment.

Must be able to demonstrate flexibility and adaptability in support of the team's work efforts during peak periods.

Demonstrated ability to work autonomously and as part of a cohesive team.

Knowledge of insurance industry, distribution, and customer service preferred.

Proficiency using the Microsoft Office suite of products with good technical knowledge of Excel.

Experience using different tools simultaneously.

Depending on proximity to a Sun Life office location, hybrid schedule.

Salary Range: $55,700 - $75,200. At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life.

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work® Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodation to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email View email address on click.appcast.io to request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Category: Sales - Distribution Support