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Client Advocate

🔥 1 minute ago

🏄 California, Massachusetts, +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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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

• Handle intake and resolution of group benefit customer inquiries, problems and service requests for groups of up to 1,000 lives • Act as the primary issue-resolution owner 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 via calls, emails and video conferences • Track activities in CRM • Fulfill customer reporting requests • Maintain tracking and reporting and drive continuous improvements • Analyze trends and root causes with internal partners in claims, underwriting and other functions • Identify improvement opportunities and business changes

🎯 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 group benefit contract provisions and administrative policies and procedures • Strong and effective customer service record • Ability to work standard hours through 5PM PST • Excellent problem-solving skills and high energy and enthusiasm • Strong verbal and written communication skills • Ability to analyze issues and identify root causes to prevent recurrence • Understanding of systems and technology • Flexibility, adaptability and willingness to support the team's work • Ability to influence horizontal processes and process owners • Bachelor's degree preferred

🏖️ Benefits

• Generous vacation and sick time • Market-leading 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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