Client Advocate

2 weeks ago

Wellesley Hills, Massachusetts, United States Sun Life Financial Full time

You are as unique as your background, experience, and point of view. At Sun Life, we are looking for optimistic individuals who are ready to brighten the lives of our Clients. We highly value diverse cultures, perspectives, and identities in our workplace. We offer the opportunity for you to bring your authentic self to work and collaborate with dynamic colleagues to find innovative ways to enhance Sun Life's position as a leading benefits company in America.



Job Description:
- The Client Advocate role at Sun Life entails handling client inquiries, issues, and service requests with precision and efficiency to ensure client satisfaction.
- Collaboration with CREs, brokers, and internal departments is essential to guarantee positive client experiences and foster business growth.

How you will contribute:
- Resolve client inquiries and concerns promptly and accurately, catering to the client's needs and offering exceptional service.
- Coordinate special requests with various service teams and provide necessary data for amendments when needed.
- Establish strong relationships with internal departments to oversee issue resolution and maintain client satisfaction.
- Document all activities in Salesforce and identify opportunities for process improvements.
- Monitor Service Guarantee and Performance Guarantee performance, handling escalations and complaints professionally.

What you will bring with you:
- 2 years of client service experience, preferably in Insurance or Group Employee Benefits.
- College Degree is preferred with demonstrated knowledge of Group Products.
- Ability to work effectively in a fast-paced environment and provide exceptional client service.
- Strong problem-solving skills and the ability to analyze issues and identify root causes effectively.
- Proficiency in systems and technology, along with excellent communication skills.
- In-depth understanding of contract provisions, administrative policies, and group insurance products.
- A transparent and fair approach with the ability to maintain professionalism in all dealings.
- Proficiency with Microsoft Tools and Salesforce.

If you see yourself fitting in this role, even if you don't meet all the requirements, we encourage you to apply. We value diversity and welcome all talented candidates to join our team at Sun Life.

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