Client Advocate responsible for handling inquiries related to disability and leave management at Sun Life. Collaborating with HR and payroll departments to provide comprehensive support.
About the role
- Senior Client Advocate at Sun Life resolving client inquiries and managing special requests. Building relationships and driving service improvements in Benefits Administration.
Responsibilities
- Facilitate expedient and accurate resolution to client inquiries/issues/concerns
- Coordinate any special Benefit Administrator requests
- Manage, follow-through, and resolve all client inquiries, issues, and concerns
- Develop and maintain customized reporting requests from clients
- Submit and provide all necessary data for amendments/revisions
- Develop and maintain excellent working relationships with internal departments
- Maintain a comprehensive knowledge of the Absence Management product
- Act as back-up for the CRE/Sr. CRE on the assigned block of business
- Maintain complete documentation of all activities in Salesforce
- Identify and drive continuous improvements
- Analyze trends and perform root cause analysis
- Escalate issues with root cause analysis to inform overall strategy
- Recommend innovative ideas that can drive growth
Requirements
- 5+ years of client service experience
- Demonstrated deep Group Employee Benefits product knowledge
- Proficiency in Short-Term Disability, Long Term Disability, Life, Leave / Absence Management and Supplemental Health
- College degree preferred
- Ability to work accurately and effectively in a fast-paced environment
- Ability to actively listen to clients
- Knowledgeable, service-oriented professional approach
- Ability to influence the horizontal process
- Excellent problem solving skills
- Strong knowledge of systems and technology
- Excellent verbal and written communication skills
- Thorough comprehension of contract provisions and administrative policies and procedures
- Extensive, in-depth knowledge of group insurance products and processes
- Proficient with Microsoft Tools including PowerPoint, Word and Excel
- Knowledge of Salesforce
Benefits
- Comprehensive benefits
- Generous vacation and sick time
- Market-leading paid family, parental and adoption leave
- Medical coverage
- Company paid life and AD&D insurance
- Disability programs
- Partially paid sabbatical program
- 401(k) employer match
- Stock purchase options
- Employer-funded retirement account
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Customer Advocate managing customer inquiries and issues for Boldr. Supporting clients with product knowledge and ensuring exceptional customer service in hybrid environment.
Customer Advocate II at Graphic Packaging managing account fulfillment, communications, and customer relationships. Ensuring timely shipments and participation in continuous improvement initiatives.
Customer Success Advocate managing relationships and client success initiatives at Global Payments. Focused on retention and satisfaction in a hybrid role with multiple U.S. locations.
Client Advocate at Bank of America handling escalated client requests and providing exceptional care. Investigating issues, managing case reviews, and advocating for clients within established guidelines.
Senior Customer Advocate handling customer inquiries and ensuring service excellence. Collaborating with teams and providing information about products and services.
Customer Advocate for Boldr responsible for assisting clients with inquiries and providing service excellence. Collaboration with teams to resolve issues and enhance customer satisfaction is key.
Customer Advocate handling communication between network providers and adjusters to track patient progress. Responsible for managing claims and ensuring customer satisfaction through effective relationship building.
Senior Customer Advocate at Oshkosh Defense focusing on customer satisfaction and resolving issues related to parts management. Collaborating with various internal teams and leading improvement projects.
Customer Advocate responsible for customer satisfaction and managing hospital relationships. Working closely with sales executives to ensure contractual agreements and operational processes are met.