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Client Advocate

🔥 14 hours ago

🦌 Connecticut, Kansas, +2 more states – Remote

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💵 $58.8k - $88.2k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🗣️ Customer Advocate

🦅 H1B Visa Sponsor

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👻 Ghost score 0%

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Logo of Sun Life

Sun Life

10,000+ employees

Founded 1865

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Sun Life is a global financial services company headquartered in Toronto, Canada, offering a diverse range of protection, wealth, and health solutions for individuals, businesses, and institutions. The company provides services in insurance, investments, financial advice, and asset management across various regions including North America, Asia, and Europe. Sun Life is committed to sustainability, diversity and inclusion, and creating a positive impact in communities. With a focus on achieving financial security and healthier lives for their clients, Sun Life integrates comprehensive financial solutions and innovative practices to meet the evolving needs of their clientele.

📋 Description

• Intake and resolve customer inquiries, problems and service requests • Own issue resolution from beginning to end • Coordinate with back-office areas to organize, oversee, manage, monitor and follow through on resolutions • Serve as the daily point of contact for customer inquiries through calls, emails and web chats • Track activities in CRM • Fulfill customer reporting requests • Maintain tracking and reporting • Identify and drive business changes and continuous improvements • Analyze trends and root causes with internal partners in claims, underwriting and other areas • Develop solutions to customer needs and issues throughout the case lifecycle

🎯 Requirements

• Experience within the Group Employee Benefits Industry • FMLA and Paid Statutory Leave experience required • 5+ years of client-facing experience or an equivalent combination of education and experience • Thorough understanding of contract provisions and administrative policies and procedures • Strong customer service record • Ability to analyze issues and identify root causes • Understanding of systems and technology • Excellent problem-solving skills • Strong verbal and written communication skills • Bachelor's degree preferred • Ability to work effectively in a fast-paced environment • Flexibility, adaptability and willingness to support the team • Ability to influence horizontal processes and process owners

🏖️ Benefits

• Generous vacation and sick time • Paid family, parental and adoption leave • Medical coverage • Company-paid life and AD&D insurance • Disability programs • Partially paid sabbatical program • 401(k) employer match • Stock purchase options • Employer-funded retirement account • Flexible, inclusive and collaborative work environment • Career growth support

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