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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 minimum of 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.
  • A deep understanding of the leave of absence process, including eligibility requirements, documentation, and coordination with other benefits.
  • A strong understanding of systems and technology, including advanced proficiency in Microsoft Office programs such as Word, Excel, PowerPoint, and Outlook.
  • Ability to interpret reports and apply data analysis to support effective benefit administration and informed client decision-making.
  • Ability to work with a diverse range of people and handle difficult customer service situations.
  • Ability to flex hours to accommodate the client's needs; the client operates primarily in the MST time zone.

Responsibilities

  • Support intake, coordination, and resolution of inquiries, issues, and service requests related to the client's employee benefits package, including absence and ADA solutions, applicable paid family and medical leave programs, short- and long-term disability, company-sponsored policies, and other Sun Life services.
  • Drive client issues to accurate and timely resolution while ensuring clear and consistent communication with appropriate individuals and teams at Sun Life and the client.
  • Partner with client human resources and benefits teams, payroll, employee relations, managers, and other personnel to answer questions, provide guidance, and support training or education related to Sun Life services.
  • Engage directly with client employees as needed to provide guidance on their Sun Life-related benefits and explain available resources and support.
  • Proactively build and define the role in collaboration with the client, service team, and people leader, identifying key responsibilities and translating them into measurable actions while adapting as responsibilities evolve.
  • Build and maintain a deep understanding of the client's in-force Sun Life benefits and apply that knowledge to support effective 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 person or group making the inquiry.
  • Coordinate with relevant stakeholders to ensure accurate processing of employee benefits.
  • Assist employees with benefit claim submissions and monitor claim progression, providing status updates as needed.
  • Partner with client stakeholders to support employees through the return-to-work process and promote timely transitions and workforce continuity.
  • Support employees through the leave of absence process by explaining requirements, required actions, and available resources to promote timely processing and a positive employee experience.
  • Participate in client meetings to answer questions regarding Sun Life benefits.
  • Share insight and guidance on benefit administration, disability coverage, paid leave administration, and other plan management topics with client human resources and benefits representatives and, when applicable, client employees.
  • Operate within the client's 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 and impact.
  • Analyze and leverage available reports, conduct audits, and communicate relevant information to the client clearly and concisely.
  • Perform root cause analysis and communicate trends, needs, and employee-level experience to the Sun Life service team to improve the client experience.
  • Identify and implement enhancements to benefit administration clarity, using measurable success metrics such as reduced employee inquiries, improved satisfaction scores, and faster processing times.
  • Identify areas for Sun Life to improve service performance and ways to measure and value the client relationship.
  • Attend in-person meetings at client facilities and Sun Life offices as business needs dictate.
  • Travel for work-related reasons, estimated at approximately 10% of annual work time, with actual travel time subject to business needs.

Desired Qualifications

  • A bachelor's degree is preferred.

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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