Sun Life

Client Advocate

Sun Life

full-time

Posted on:

Location Type: Office

Location: Sacramento • California • Washington • United States

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Salary

💰 $58,800 - $88,200 per year

About the role

  • Responsible for intake and resolution of Customer (U1000 lives) inquiries, problems and/or service requests
  • Act as the primary issue resolution owner and resolve Customer problems
  • Coordinate with all necessary 'back office' areas to resolve issues
  • Act as the daily point of contact for customer inquiries (calls, emails, web chats, etc.)
  • Track activities in CRM
  • Fulfill reporting requests from customers
  • Maintain tracking and reporting
  • Identify and drive business changes / continuous improvements needed
  • Look at trends and root causes and work with internal partners to identify improvement opportunities

Requirements

  • Bachelor's degree preferred
  • 5+ years of client facing experience or an equivalent combination of education and experience
  • Excellent problem solving skills and high energy and enthusiasm
  • Strong verbal and written communication skills
  • Thorough understanding of contract provisions and administrative policies and procedures
  • Ability to influence the horizontal process and influence the owners of each part of the process
  • Proven record of providing strong and effective customer service
  • Ability to effectively analyze issues and identify root causes to prevent reoccurrence
  • Understanding of systems and technology
  • Ability to work standard hours through 5PM PST
Benefits
  • Health insurance
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRMreportingproblem solvingroot cause analysisbusiness process improvement
Soft Skills
customer servicecommunicationinfluenceanalytical skillsenthusiasm
Certifications
Bachelor's degree