Client Service Administrator handling client inquiries and providing service excellence at Sun Life. Ensuring timely administration and supporting internal partners across Canada and worldwide.
Responsibilities
Handle day-to-day administration of a block of business with various products in a timely manner within service level standards
Analyze and process transactions related to control accounts (suspense) daily to ensure they are current and accurate
Verify daily output and ensure corrections are completed on member accounts (P & L)
Ensure all issues and complaints are escalated to the Client Service Specialist/Team Lead/Manager and are logged/acted on within 24 hours
Identify trends and patterns on inquiries/transactions to help optimize client efficiencies
Share client feedback or other issues with Client Service Specialist to improve processes and the relationship with the client
Track accurately all assigned work in the current management operating systems (ie: Changepoint, Ultera, visual boards)
Participate actively in team huddles/meetings and keep others informed and up-to-date
Strong initiative to ownership of work
Requirements
Bilingualism (French, English, both oral and written) is required
Excellent PC skills, especially Excel
Accuracy and speed
Superior organization skills and the ability to multi-task
Ability to deal with high work volumes
Strong team player
Outstanding customer service skills
Excellent communication skills (both verbal and written)
Excellent interpersonal skills
Benefits
A friendly, collaborative, and inclusive culture where you’re an innovator and trusted partner
An environment of continuous learning and improvement
A fast-paced, dynamic environment where you’re able to apply what you’ve learned to real-life challenges
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