Client Services Specialist
$49.2k - $66.4kSun Life Financial
Client Services Specialist
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
The Opportunity:
Client Services Specialists (CSS) play a key role in providing service excellence by acting as a primary point of contact for small group employer clients and brokers. You will take ownership of client inquiries and see each through to resolution.
• Research inbound requests in a timely manner to establish positive client relationships. • Conduct outbound follow up and engage internal departments, when needed, to fully resolve complex and/or escalated service requests. • Build strong working relationships to address and support client needs.
Newer CSS team members primarily handle inbound calls, but with experience and coaching, can transition to email and web chat inquiries.
Joining our team as a CSS will help you build foundational knowledge in group insurance that can be applied to future growth opportunities within Sun Life. How you will contribute:
• Strong problem-solving skills to resolve client inquiries. • Your ability to multi-task and work across various technology platforms. • A desire to continuously learn and adapt to evolving client needs. • A commitment to develop and leverage organizational relationships to better serve our clients. • Ability to work with a diverse range of people • Adherence to contact center and metric expectations • Availability to work overtime as needed • Ability to work flexible shifts with start times between 8AM EST-11:30AM EST
What you will bring with you: • Excellent verbal and written communication skills. • Client-focused mindset and an empathetic approach toward others. • 1+ years of customer service or call center experience
Salary Range: $49,200 - $66,400At 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.
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work® Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodation s to the known physical or mental limitation s of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email View email address on click.appcast.io to request an accommodation.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Category: Customer Service / Operations
- ...Client Services Specialist Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports...Suggested
- ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience—coordinating onboarding, managing communications...SuggestedWork experience placementWork at office
- A financial services firm in Olathe is seeking passionate individuals for a client consultation role. You will conduct virtual meetings, assess client needs, and build lasting relationships, all while enjoying a flexible work-from-home schedule. The role offers industry...SuggestedRemote workWork from homeFlexible hours
- ...Client Service Specialist At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is growing! We...SuggestedLocal areaRemote workFlexible hours
$49.2k - $66.4k
...U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence... ...'re driven by our Purpose: helping our Clients achieve lifetime financial security and... ...The Opportunity: Client Services Specialists (CSS) play a key role in providing...SuggestedLocal areaFlexible hours$59.09k - $86.92k
...Management takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their... ...investment needs and strategies. Working as the Client Service Specialist II, you will partner with assigned Financial Advisor(s)...Full timeLocal areaFlexible hours- ...Client Experience Specialist I We're looking for an experienced Client Experience Specialist I! About the company: Security Benefit is a leader... ...a Client Experience Specialist I you will handle inbound service inquiries from clients, financial advisors/agents, and...Full timeTemporary workWork at officeFlexible hours
- Lexicon is seeking a Client Care Representative to enhance client service within their team. The role involves communication with clients, gathering their needs, and ensuring high satisfaction. Qualified candidates should have a high school diploma and at least 2 years...
- Stifel Financial Corp. is seeking a Treasury Client Service Support Specialist to respond to client inquiries and support treasury products and services. You will be the main point of contact, providing training, troubleshooting, and high-level service to clients while...
- Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is... ...meets success. What You'll Be Doing The Client Report Services Specialist is responsible for assisting with the day-to-day support and...
- ...Job Description Job Description Client Engagement Specialist We’re looking for a friendly, energetic, and motivated Client Engagement Specialist... ...with the team to ensure each client receives excellent service. Assist other departments and support additional...
- Stifel Financial Corp. is seeking a Client Report Services Specialist to support and develop large-scale reporting platforms within the IP&S Group. You will assist daily operations, provide frontline advisor support, and help implement enhancements to the IP&S reporting...
$19 - $24 per hour
...- driving real, measurable results for clients. At Zelis, AI is woven into the fabric... ...are. Position Overview The Chat Support Specialist serves as a primary point of contact for... ...information and support regarding products, services, and processes. Troubleshoot client...Full timeWork at officeLocal areaVisa sponsorshipFlexible hours- What You'll Be Doing The Treasury Client Service Support Specialist provides information and support in response to inquiries from clients and various business units to aid in the delivery of treasury products and services. What We're Looking For Support the daily operational...
- DM Injury Law is seeking an entry-level Settlement Support Specialist to assist with the settlement payment process and deliver exceptional client service through effective communication and organization. The role contributes to timely resolution of claims and a positive...
$64k - $110k
...impactful work lead to the same place. We are seeking a Sr. Client Billing Specialist to join the Pittsburgh, Chicago, Kansas City or Harrisburg... ...maintaining confidentiality and providing exceptional customer service. Additionally, they guide junior team members, contribute...Temporary workWork at officeLocal areaRemote workRelocationFlexible hours- Sunflower Bank is seeking a Wealth Management Account Administrator to support investment advisors and clients in delivering high-quality wealth management services. This position is responsible for administrative duties related to the opening, maintenance, and servicing...
- DM Injury Law, LLC is seeking an entry-level Settlement Support Specialist to assist with settlement payments and client service during the final stages of cases. You will coordinate with clients, insurance companies, and attorneys to keep documents and payments on track...
- Life Unlimited, Inc. is seeking a Client Services Specialist based in Kansas City, Missouri. This role is crucial for reviewing and auditing client ledgers, preparing statements, and ensuring timely communication with management. Candidates should possess strong organizational...Work at office
$30k - $40k
...Everlight Solar Customer Service Representative Everlight Solar is seeking a skilled highly energetic and motivated individual to... ...~ Some proven customer support experience or experience as a client service representative is preferred ~ Strong phone administration...Full timeRemote workShift workNight shiftAfternoon shift3 days per week1 day per week- Stifel Financial Corp. is looking for a Treasury Client Support Specialist II in Missouri. This individual will provide crucial support in response... ...operational tasks. Specific experience with customer service and troubleshooting system-related issues is essential for...Work at office
$20 - $35 per hour
...strong desire to showcase your skills in a dynamic, client-focused setting? Do you thrive in extremely fast-... ...Wealth is looking for a client-focused operations specialist who thrives on providing exceptional client service. This person will guide clients through complex...Work at officeFlexible hoursShift work- ...Client Operations Specialist The Client Operations Specialist is a sales support role assisting field Client Managers with the development and... ...accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system). Provide outstanding...Remote jobWork at officeLocal areaWork from home
- ...JSS #LI-HybridCBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge... ..., and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate...
- Life Unlimited, Inc in Kansas City is seeking a Client Services Specialist responsible for auditing ledgers and assisting the Representative Payee Manager. Candidates with a background in healthcare billing are encouraged to apply. The role requires excellent organizational...Work at office
- Banking, Finance, & Real Estate Legal Assistant (Client Delivery Specialist) Job Category: Administrative Support Requisition Number: BANKI002... ...Saint Louis, MO 63105, USA Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across...Full timeWork at office
- ...Description Join a growing Farmers Insurance Agency as a Customer Service Representative (CSR)! We are seeking a friendly, organized, and... ...building lasting relationships. In this role, you will assist clients with policy servicing, answer coverage questions, process...Work at office
$19.09 - $36.35 per hour
...Senior Customer Service Specialist U.S. citizenship required due to client contracts. Position must be performed on U.S. soil. Ability to obtain the appropriate government security clearance is required. This role follows a hybrid schedule and may require in-office...Hourly payTemporary workWork at officeMonday to FridayFlexible hours- ...Client Experience Specialist Airshare is a company that values its people and recognizes their contributions to the success of the organization... ...trip. The company prides itself on delivering exceptional service and has fostered a dynamic and rewarding culture. The...Temporary workWork at officeRelocationNight shiftWeekend work
- ## Client Access RepresentativeApplylocations: Piedmont, MOtime type: Full timeposted on: Posted Todayjob requisition id: R - 25299**... ...Representative**Location:** Piedmont, MO.**Department:** Recovery Services **Employment Type:** Full-time**Job Summary:**Embrace the...Full timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Specialist. Be the first to apply!
- inbound call center customer service representative Kansas City, MO
- work from home customer service advisor Kansas City, MO
- card services representative Kansas City, MO
- customer relations specialist Kansas City, MO
- customer happiness specialist Kansas City, MO
- customer service associate Kansas City, MO
- e-commerce customer service representative Kansas City, MO
- customer service representative remote Kansas City, MO
- client service representative Kansas City, MO
- full time customer service associate Kansas City, MO



