Sales Coordinator

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
Job Description:

The Sales Coordinator (SC) works directly with the Stop Loss Specialists (SLSs), Account Managers (AM) and Sr. Account Managers (Sr. AM), and coordinates 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.
How you will contribute:

Partners with the SC team to build and maintain effective working relationships with SLSs, AMs, Sr. AMs, Underwriters, Premium Specialists, and external partners.
Provides support to AMs/Sr. AMs, resulting in a proactive account management approach through the development of strong relationships and industry knowledge.
Communicates regularly with internal partners to ensure that client needs and expectations are consistently met or exceeded.
Adopts responsibility among 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, communicates in a timely manner with the client.
Actively participates in the development of SC team 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 the SC team.
Continues education on new processes, products, and offerings.
Mentors new hires within this role.
Performs additional responsibilities as needed.
Qualifications:

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.
What you will bring with you:
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, 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.
Benefits:

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.
Sun Life prioritizes 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.
Equal Employment Opportunity:

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.
We will make reasonable accommodation to the known physical or mental limitation 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 thebrightside@sunlife.com to request an accommodation.

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