Client Advocate

Senior Client Advocate

At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you'll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.

The opportunity:

As Senior Client Advocate, you will facilitate expedient and accurate resolution to client inquiries/issues/concerns to the client's satisfaction – the client includes home office/field partners, brokers and policyholders, provides front-line service for all matters important to the Benefit Administrator and their benefit plans; owns the issue and provides knowledgeable and timely service to clients, brokers and internal partners

How you will contribute:

• Accountable for coordinating any special Benefit Administrator requests- service recovery, exceptions, and other special requests with all impacted service teams
• Manages, follows-through, and resolves all client inquiries, issues, and concerns through collaboration with internal partners
• Develops and maintains customized reporting requests from clients
• Submits and provides all necessary data for amendments/revisions including the generation and submission of necessary documentation that will allow for completion of complex amendments; partners with internal teams to resolve any questions or issues required to complete the amendment
• Develops and maintains excellent working relationships with the CRE/Sr. CRE, EBR and other internal departments to oversee resolution of issues to the client's satisfaction
• Maintains a comprehensive knowledge of the Absence Management product, processes and related laws (national, state, local)
• Acts as back-up for the CRE/Sr. CRE on the assigned block of business when they are unavailable (i.e. extended business travel, vacation, etc.)
• Maintains complete documentation of all activities in Salesforce
• Utilizes/updates administrative systems/platforms
• Identify and drive continuous improvements. Analyze trends and perform root cause analysis to partner with internal teams on continuous improvement opportunities
• Escalate issues with root cause analysis to inform the overall strategy for improving the client experience
• Recommends innovative ideas that can drive the ongoing growth of our book of business
• Identify and respond to changes in external environment and client needs
• Identify areas for Sun Life to bolster performance and meaningful ways to measure and value client relationships
• Monitors and tracks Service Guarantee / Performance Guarantee performance, delivers Client outcome when appropriate
• Documents and tracks Service Escalations and Complaints in Salesforce and Complaint Management System
• Demonstrate a capability for mentoring toward the development of their peers

What you will bring with you :

• Demonstrated deep Group Employee Benefits product knowledge; proficiency in Short-Term Disability, Long Term Disability, Life, Leave / Absence Management and Supplemental Health
• 5+ years of client service experience; with specific experience working on large, complex, key, or strategic accounts preferred
• College degree preferred
• Ability to work accurately and effectively in a fast-paced environment
• Ability to actively listen to clients (specifically complex clients), paying attention to their customized needs, wants, likes, dislikes, trends, ideas and suggestions
• Knowledgeable, service-oriented professional approach
• Ability to flex and adapt in a rapidly changing work environment
• Proven record of providing strong, timely, accurate and effective client service
• Ability to influence the horizontal process and influence the internal owners of each part of the process
• Excellent problem solving skills
• Demonstrated expertise in analyzing issues and identifying root causes to prevent reoccurrence
• Strong knowledge of systems and technology and ability to find ways to apply Sun Life capabilities to unique large client needs
• 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
• Displays integrity through transparency, honest dealings, predictable reactions and well-controlled emotions. Demonstrates the ability to be fair and consistent in all professional dealings. Regularly acknowledges each team member's contributions and successes to the team
• Proficient with Microsoft Tools including PowerPoint, Word and Excel
• Knowledge of Salesforce
• Ability to work with Underwriting to review and understand Plan performance and financial performance of the Client

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Salary Range: $73,200 - $109,800