Dedicated Client Liaison, Bi-lingual

🔥 13 minutes ago

🇺🇸 United States – Remote

💵 $58.3k - $87.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Sun Life

WebsiteLinkedInAll Job Openings

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 inquiries, issues, and general service requests related to employee benefits • Communicate Client issues accurately and efficiently to appropriate Sun Life and Client stakeholders • Partner with client employees, payroll, human resources, benefits teams, managers, and other personnel • Build and maintain relationships with Client staff, vendors, consultants, Sun Life contacts, and teams in other offices • Master and apply knowledge of the Client’s Sun Life benefits, benefit plans, internal processes, and products • Coordinate accurate employee benefits processing • Assist with benefit claims submission and monitor claim progression • Process and respond to Employer Verification Forms • Participate in Client team meetings and answer questions about Sun Life benefits • Provide guidance on benefit administration, disability coverage, paid leave administration, and plan management • Use Client administration systems to gather employee status information • Create and deliver Client-facing training and presentations • Analyze reports, conduct audits, and communicate findings to the Client • Perform root cause analysis and communicate trends and improvement opportunities • Implement enhancements to benefit administration clarity and measure outcomes • Identify ways to improve service performance and measure the Client relationship

🎯 Requirements

• Bilingual fluency in Spanish is required • Bachelor’s degree preferred • Minimum of 3+ years of related work experience • Ability to navigate and demonstrate sensitivity to the dynamics of being a Sun Life employee dedicated to the Client’s worksite • Thorough experience administering disability and absence • In-depth knowledge of group insurance products/processes • Deep understanding of leave of absence processes, including eligibility requirements, documentation, and coordination with other benefits • Excellent customer service skills and superior written and oral communication skills • Strong self-motivation, adaptability, and initiative • Ability to work with diverse people and handle difficult customer service situations • Strong understanding of systems and technology • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook • Comfort with ambiguity and flexibility to take on evolving responsibilities • Thorough understanding of reports and basic data analysis for benefit administration, particularly in an On Demand Reporting Tool • Ability to travel 10%

🏖️ Benefits

• Discretionary annual incentive award based on individual and 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