Bilingual Proposal Coordinator

Job Description

:

The Proposal Team is the gateway to Sun Life’s Group Benefits new business and is a key contributor to the sales process. As an innovative leader in the industry, our role is to deliver compelling proposals that position

Sunlife as the obvious choice.

As the Bilingual Proposal Coordinator, you will be the primary representative of Sunlife’s Sales Enablement Proposal team. Supporting Group Benefits Business Development teams across Canada you will manage RFP

logging, tracking, and reporting while maintaining professional relationships with internal and external stakeholders. Working alongside the Proposal writing team and under the proposal manager’s direction, you’ll

thrive in a high energy environment where collaboration and respect drives success.

In this role, you will:

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

What we are looking for:

• 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 attention to detail, accuracy and speed of execution are key.
• Possess strong time management and prioritization skills.
• Efficient at working independently or as part of a team.
• Professional written and verbal skills- Ability to represent the team professionally across internal and external stakeholder interactions
• Self-motivated problem solver with initiative: Implements improvements while respecting established processes and maintaining organizational structure. Proactively identifies opportunities for efficiencies.
• Experience working with Microsoft Office, SharePoint and Salesforce CRM.

Qualifications:

• Bachelor’s degree or related work experience required
• High level of technical and administrative proficiency required
• Previous experience with inbox management or intake and triage coordination is preferred
• Knowledge of Group Benefits and procurement processes is an asset
  

Why join Sunlife:

• Being a member of the Sunlife 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
• Joining a reputable organization with over 150 years of history
• Certified Great Place to Work in Canada in 2026