Contracting and Licensing Administration Support

February 12 2025
Industries Bank, Insurance, Financial services
Categories Support, Assistance,
Montreal, QC • Full time

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

This position is an administrative support role for Contracting and Licensing. To be successful in this role, you must have good organizational and multitasking skills, strong attention to detail and be customer service oriented.

Main Accountabilities:

  • Reassign emails through our database inboxes

  • Establish advisors in EIM/M2 systems

  • Collaborate with Compliance to ensure that advisors are screened accordingly

  • Ensure privacy and confidentiality guidelines are respected

  • Ensure all licensing requirements are met at time of onboarding as well as at renewal

  • Answer inquiries from National Accounts

  • Maintain advisor records in systems (advisor address, advisor terminations etc)

  • Handle system error messages for advisor records

  • Run daily and weekly filters

Competencies:

  • 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 ability to organize and prioritize

  • Must excel at multi-tasking

  • Strong time management skills

  • Service oriented - high degree of customer focus skills

  • Attention to detail

  • Ability to work independently as well as in a team environment.

  • Takes accountability

  • Analytical thinking

  • Adaptability and flexibility are key to the success in this role

  • PC knowledge and keyboarding skills.

Why join Sun Life:

  • Being a member of the Sun Life 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

#LI-Hybrid

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.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

43,500/43 500 - 58,700/58 700

Job Category:

Administrative Services

Posting End Date:

25/02/2025
Apply now!

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