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Client Advocate

🔥 13 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 (U1000 lives) inquiries, problems and service requests • Act as the primary issue-resolution owner from beginning to end • Coordinate with necessary 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, web chats and other channels • Track activities in CRM • Fulfill reporting requests from customers • Maintain tracking and reporting • Identify and drive business changes and continuous improvements • Analyze trends and root causes • Work with internal partners from Claims, Underwriting and other areas to identify improvement opportunities

🎯 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 problem-solving skills and high energy and enthusiasm • Strong verbal and written communication skills • Proven record of providing strong and effective customer service • Ability to influence horizontal processes and process owners • Experience analyzing issues and identifying root causes to prevent recurrence • Understanding of systems and technology • Ability to work effectively in a fast-paced environment • Ability to actively listen and respond to customer needs • Knowledgeable, service-oriented professional approach • Flexibility, adaptability and willingness to support the team's work • Bachelor's degree preferred

🏖️ Benefits

• Discretionary annual incentive award based on individual performance and overall business performance • 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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