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Sun Life

Global financial services for insurance, investments

Bilingual Proposal Coordinator

Proposal ManagementPosted on Nov 11
Full-time

About the Job

Requirements

  • Bilingualism in French and English, both oral and written, is required for frequent interactions with English- and French-speaking colleagues and internal partners across Canada and worldwide.
  • Strong attention to detail, accuracy, and speed of execution are required.
  • Strong time management and prioritization skills are required.
  • The ability to work independently or as part of a team is required.
  • Professional written and verbal skills are required to represent the team in internal and external stakeholder interactions.
  • A self-motivated problem solver who uses initiative to implement improvements while respecting established processes and organizational structure, and proactively identifies efficiency opportunities, is required.
  • Experience working with Microsoft Office, SharePoint, and Salesforce CRM is required.
  • A bachelor's degree or related work experience is required.
  • A high level of technical and administrative proficiency is required.

Responsibilities

  • Monitor, log, and triage incoming quote requests, and create and maintain opportunities and tasks in the system.
  • Triage the shared inbox, respond to routine inquiries, follow up on outstanding items, and escalate issues appropriately.
  • Monitor procurement portals and bid sites to identify and communicate business opportunities to Business Development.
  • Maintain records, prepare recurring and ad hoc reports, and support dashboard maintenance for team visibility.
  • Develop and maintain standard operating procedures, workflows, templates, and reference materials for consistency and continuity.
  • Coordinate with stakeholders on proposal activities and ensure efficient workflow progression.
  • Maintain organized filing systems with proper naming, version control, and accessibility for team use.
  • Draft standalone Group Benefits proposals for simple requests for proposals and support Proposal Specialists across Canada as needed.

Desired Qualifications

  • Previous experience with inbox management or intake and triage coordination is preferred.
  • Knowledge of Group Benefits and procurement processes is an asset.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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