Senior Client Advocate
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Wellesley Hills • Connecticut • Maine • United States
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Salary
💰 $73,200 - $109,800 per year
Job Level
About the role
- Facilitate expedient and accurate resolution to client inquiries/issues/concerns
- Coordinate any special Benefit Administrator requests
- Manage, follow-through, and resolve all client inquiries, issues, and concerns
- Develop and maintain customized reporting requests from clients
- Submit and provide all necessary data for amendments/revisions
- Develop and maintain excellent working relationships with internal departments
- Maintain a comprehensive knowledge of the Absence Management product
- Act as back-up for the CRE/Sr. CRE on the assigned block of business
- Maintain complete documentation of all activities in Salesforce
- Identify and drive continuous improvements
- Analyze trends and perform root cause analysis
- Escalate issues with root cause analysis to inform overall strategy
- Recommend innovative ideas that can drive growth
Requirements
- 5+ years of client service experience
- Demonstrated deep Group Employee Benefits product knowledge
- Proficiency in Short-Term Disability, Long Term Disability, Life, Leave / Absence Management and Supplemental Health
- College degree preferred
- Ability to work accurately and effectively in a fast-paced environment
- Ability to actively listen to clients
- Knowledgeable, service-oriented professional approach
- Ability to influence the horizontal process
- Excellent problem solving skills
- Strong knowledge of systems and technology
- Excellent verbal and written communication skills
- Thorough comprehension of contract provisions and administrative policies and procedures
- Extensive, in-depth knowledge of group insurance products and processes
- Proficient with Microsoft Tools including PowerPoint, Word and Excel
- Knowledge of Salesforce
Benefits
- Comprehensive 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Group Employee Benefits product knowledgeShort-Term DisabilityLong Term DisabilityLife InsuranceLeave ManagementAbsence ManagementSupplemental Healthroot cause analysisreportingproblem solving
Soft Skills
client service experienceactive listeningservice-orientedinfluencecommunicationrelationship managementcontinuous improvementanalytical thinkingadaptabilityteam collaboration