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Sun Life

Global financial services for insurance, investments

Dedicated Client Liaison

Customer SuccessConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor’s degree is preferred, with at least 3 years of related work experience.
  • Thorough experience administering disability and absence.
  • In-depth knowledge of group insurance products and processes and paid leave administration programs.
  • Deep understanding of leave-of-absence processes, including eligibility requirements, documentation, and coordination with other benefits.
  • Strong written and oral communication skills and customer service skills.
  • Ability to work with diverse people and handle difficult customer service situations.
  • Strong understanding of systems and technology, including proficiency in Microsoft Office programs such as Word, Excel, PowerPoint, and Outlook.
  • Ability to interpret reports and apply basic data analysis to support benefit administration and client decision-making.
  • Comfort with ambiguity and ability to adapt responsibilities as business needs evolve.
  • Able to travel 10%.

Responsibilities

  • Define the role collaboratively with the Client, service team, and people leader, identifying key responsibilities and measurable actions while adapting as responsibilities evolve.
  • Build and maintain knowledge of the Client’s Sun Life benefits to support benefit administration, align with Client processes, and deliver solutions for the Client and its employees.
  • Manage and resolve inquiries, issues, and concerns to the satisfaction of the inquiring person or group.
  • Coordinate with stakeholders to ensure accurate processing of employee benefits.
  • Assist with benefit claims submission, monitor claim progression, and provide status updates as needed.
  • Partner with Client stakeholders to support employees through the return-to-work process.
  • Support employees through the Evidence of Insurability process by explaining requirements, required actions, and available resources.
  • Participate in Client meetings to answer questions about Sun Life benefits.
  • Provide guidance to Client HR and benefits representatives and, when applicable, Client employees on benefit administration, disability coverage, paid leave administration, and plan management.
  • Use Client administration systems as needed to gather employee status information.
  • Create and deliver Client-facing training and presentations, including developing visual content and structuring information for clarity.
  • Analyze reports, conduct audits, and communicate relevant information to the Client clearly and concisely.
  • Conduct root cause analysis and communicate trends, needs, and employee experience insights to the Sun Life service team to improve the Client experience.
  • Identify and implement measurable enhancements to benefit administration clarity, such as reducing employee inquiries, improving satisfaction, and speeding processing.
  • Identify ways for Sun Life to improve service performance and measure and value the Client relationship.
  • Attend meetings and work on site at the Client’s Fraser location two days per week, and visit the Client’s Saline location once per month.

Desired Qualifications

  • A bachelor’s degree.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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