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Client Success Co-op Position
1 month ago
Sun Life Financial is seeking a motivated and detail-oriented individual to join our Client Success team as a co-op. In this role, you will have the opportunity to gain valuable experience in client relationship management, working closely with our client managers to ensure seamless support and service delivery.
Key Responsibilities- Provide prospect inventory support to client managers, ensuring timely and accurate management of decline to quote and missing information processes.
- Support new business prospects, requesting and following up on additional information and capturing final outcomes.
- Coordinate the logistics of assembling, sending, and receiving sold case materials, including updating and verifying case-specific information and ensuring submission is complete and accurate.
- Maintain and update the Client Relationship Management (CRM) system regarding activities in designated territories.
- Prepare and distribute marketing materials to SLS, brokers, and TPAs.
- Perform additional responsibilities as needed.
- Currently enrolled in an accredited college or university during the time of the co-op (January 2025 - June 2025).
- Must be an undergraduate or graduate student in Business Administration, Risk Management, Finance, or related field of study.
- Eligible to legally work in the United States.
- Ability to work full-time (40 hours/week) during co-op session.
Sun Life Financial is committed to creating a flexible work environment where our employees are empowered to do their best work. We offer a competitive compensation package, including around $22/hour for this role. We also strive to create a socially responsible employer, supporting the communities in which we live and work, with a globally recognized commitment to the environment and sustainability.
How to ApplyIf you are a motivated and detail-oriented individual looking to gain valuable experience in client relationship management, please submit your application. We look forward to reviewing your qualifications and discussing this opportunity further.
