Advocate (Temporary)

Senior Client Advocate

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; 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; Maintains a comprehensive knowledge of the Absence Management product, processes and related laws (national, state, local)

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 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

proficiency in Short-Term Disability, Long Term Disability, Life, Leave / Absence Management and Supplemental Health

• with specific experience working on large, complex, key, or strategic accounts preferred
• Ability to flex and adapt in a rapidly changing work environment
• Thorough comprehension of contract provisions and administrative policies and procedures
• 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. 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.