Business Insurance Client Service Representative supporting account managers with client service functions and renewal processes. Collaborating on policy details and providing risk management recommendations.
About the role
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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