Client Accounts Administrator managing complex billing portfolios for diverse institutional clients. Responsible for handling electronic billing and leading billing initiatives within the firm.
About the role
- Disability Payment Administrator supporting Canadians with health benefits via processing forms and assisting clients. Focused on customer service and operational improvements in a dynamic team environment.
Responsibilities
- Process Plan Member Update Forms and extend disability benefits
- Assist clients with the CPP/QPP application process
- Follow up with clients regarding part-time earnings
- Prepare and close LTD files upon expiry
- Review and update Power of Attorney / Authorization information
- Manage address and EFT (electronic funds transfer) changes
- Investigate returned mail
- Handle inbound and outbound calls
- Create an environment that promotes team member accountability and autonomy
- Represent Sun Life professionally, both internally and externally, and collaborate effectively with partners and clients
- Identify and recommend opportunities for process improvements
Requirements
- Exceptional customer service skills with a client-first approach
- Demonstrated active listening skills when engaging with Plan Members and Plan Sponsors
- Excellent time management and organizational abilities
- Strong written and verbal communication skills
- Ability to thrive in a fast-paced, high-volume production environment
- Proactive, able to take initiative and exercise sound judgment
- Resilience when taking on new responsibilities or handling challenging situations
- Commitment to continuous learning—viewing each challenge as an opportunity for growth
- Effective teamwork and collaboration
- Bilingualism (French and English, both oral and written) required for Quebec positions only
Benefits
- Comprehensive benefits package
- Wellness programs, health benefits and incentives
- Paid vacation based on experience, plus additional days to support family care and personal emergencies
- Retirement savings and stock investment programs
- Performance-based rewards
- Sabbatical program offering time off for personal enrichment experiences
- Company support for not-for-profit organizations that are important to you
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Degree requirement
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