SL
Sun LifeSenior Client Support Consultant
Client Support Consultant ensuring smooth group claims experience for employer segment with 2000+ enrolled employees. Collaborating with multiple teams to enhance client satisfaction and resolve issues.
About the role
- Foster and maintain strong, professional relationships with advisors and plan administrators.
- Build trust and credibility by ensuring timely and accurate resolution of inquiries to minimize complaints and reduce plan cancellations.
- Deliver responsive and high-quality service to assigned accounts via phone, email, in-person meetings, and virtual platforms.
- Respond promptly and accurately to inquiries from plan administrators, advisors, and members.
- Manage requests for plan revisions, terminations, and cancellations in collaboration with Account Executives (AEs) and Client Success Managers (CSMs).
- Lead and document the end-to-end enrollment process, acting as the primary liaison between clients, advisors, and internal stakeholders.
- Ensure all activities comply with company policies, regulatory requirements, and service standards.
- Maintain accurate records and documentation for audits and internal reviews.
Requirements
- Organizational Skills: Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Clear Communication: Strong verbal and written communication skills, with active listening and flexibility when working with others.
- Customer Focus: Commitment to understanding and meeting both internal and external customer needs.
- Problem-Solving Ability: Use facts and available resources to find practical solutions to service issues.
- Relationship Building: Ability to maintain positive, professional relationships with clients, advisors, and team members.
- Adaptability: Comfort with change and ability to handle shifting priorities with ease.
- Goal Orientation: Motivation to achieve service targets, meet deadlines, and deliver high-quality work.
- Openness to Feedback: Desire to learn and grow within a collaborative team environment.
- Professionalism: Consistent respect and courtesy when interacting with peers, leaders, and clients.
- Interpersonal Skills: Strong focus on trust, collaboration, and delivering exceptional service experiences.
Benefits
- health coverage
- opportunities for career growth
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
CA
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