Sales Coordinator

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.Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: The opportunity: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 prospectactivity, 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 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 prospectactivity, 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 t 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 ...For full information see follow application link. Sun Life Financial is an equal employment and affirmative action employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by law. Sun Life Financial is committed to building a diverse and inclusive company culture.Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter - for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at sunlife/us to learn more.