Full-Time

Client Support Liaison

Confirmed live in the last 24 hours

Sun Life

Sun Life

10,001+ employees

Global financial services for insurance and investments

Fintech
Financial Services

Compensation Overview

$54.9k - $82.4kAnnually

+ Discretionary Annual Incentive Award

Junior, Mid

Remote in USA

Candidates must be based in the contiguous 48 states.

Category
Customer Success Management
Sales & Account Management
Required Skills
Data Analysis

You match the following Sun Life's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Ability to work with diverse people
  • 1-3 years Absence and ADA experience
  • Other Employee Benefit industry and/or knowledge of Group Benefit Services
  • Displays integrity through transparency, honest dealings, predictable reactions and well-controlled emotions
  • Takes ownership of action and thought
  • Relationship management skills: demonstrated ability to build and foster productive and healthy relationships with sales, service, group claims personnel and other internal home office partners
  • Addresses conflict by working with others to resolve differences in a professional and productive manner
  • Foster strong relationships based on trust, open and honest dialogue
  • Maintain and represent the integrity of our organization while balancing the needs of the client
  • Demonstrates Personal Value/Personal Value Statement
  • Ability to independently organize and prioritize daily/weekly working structure to meet business activity goals and Client needs
  • Ability to communicate to Clients on how to most effectively work with Sun Life to the best overall claims experience
  • Strong presentation, interpersonal and communication skills
  • Strong negotiation and influencing skills
  • Effectively develop and deliver an elevator pitch: Company, Product and Self
  • Effective listening skills; note taking, recording data; active listening skills
  • Proven consultation and client relationship skills
  • Demonstrates resilience by reacting positively to changes and maintains poise, focus and flexibility when encountering difficulties or obstacles
  • Acts with a Client Lens; demonstrates drive for results
  • Adept at project management and multi-tasking
  • Superior Collaboration Skills
  • Strong analytical, mathematical and problem-solving skills
  • Basic understanding of competitor products
Responsibilities
  • Collaborates with SL personnel, including Group Benefit Claim Leaders, Internal Technology partners, CRE, Client Advocate (CA) and sales in order to meet client Group Claims expectations
  • Establishes and maintains excellent working relationships with Employers/Brokers for their absence/ADA, disability, life and supplemental health benefit plans by providing end to end claim experience solutions, education and service
  • Primary point of contact/response for CRE/CA and Client for Group Claim inquiries related to program performance, reporting discrepancies, issue resolution and service recovery efforts
  • Proactively assesses, clarifies, and validates client claim needs on an ongoing basis
  • Uses client needs to propose innovative solutions to address unique needs (e.g. creation of custom reports)
  • Develops and maintains excellent working relationships with internal service departments to oversee resolution of issues, identification of root cause and participation in creation of solutions
  • Partner with Implementation Consultant to ensure a seamless implementation of Group Claims products
  • Uses internal tools to create and manage client special handling instructions and ensures all relevant client requirements are documented
  • Conducts regular case reviews with claim reconciliation to assess the overall Client claims experience and provides feedback to Internal Partners
  • Utilizes data to influence trends for business cases and efficiencies
  • Participates in finalist and stewardship presentations, representing the Sun Life group claims value story in a consistent and confident manner
  • Acts as the liaison for clients and internal teams; displays active listening skills and bridge relationships between Clients and Home Office partners
  • Utilizes/updates administrative systems/platforms when applicable
  • Conducts review of Performance Guarantees to ensure results delivered to client are accurate
  • Partners with internal resources to share areas of opportunity to drive improvement in the Client experience and reinforce positive outcomes
  • Conducts voice of the client surveys analysis to champion initiatives that will improve ration of problem free experiences
  • Adhere to all corporate policies including those related to travel expenses
  • Travel Required: 10% of time depending on the Client block

Sun Life offers a variety of financial services, including life insurance, health insurance, financial planning, and investment solutions. Their products are designed to help individuals, businesses, and institutions achieve financial security and improve their overall well-being. Sun Life operates in multiple regions, including Canada, the United States, Asia, and Europe, which allows them to serve a diverse client base. The company generates revenue through premiums from insurance policies, fees for financial planning services, and returns from investment products. A key aspect that sets Sun Life apart from its competitors is its commitment to sustainability, with a goal of reaching net zero emissions by 2050.

Company Stage

IPO

Total Funding

N/A

Headquarters

null, null

Founded

1865

Simplify Jobs

Simplify's Take

What believers are saying

  • Sun Life's focus on digital health aligns with rising demand for telehealth services.
  • Sustainable investment products are gaining traction, benefiting Sun Life's eco-friendly initiatives.
  • AI integration in financial services enhances Sun Life's customer experience and efficiency.

What critics are saying

  • Digital-first insurers pose a competitive threat to Sun Life's market share.
  • Rising interest rates globally may impact Sun Life's investment product profitability.
  • Climate-related events could increase claims and underwriting losses for Sun Life.

What makes Sun Life unique

  • Sun Life's global presence spans North America, Asia, and Europe, enhancing market reach.
  • Commitment to sustainability with a net zero emissions goal by 2050 sets Sun Life apart.
  • Strong partnerships, like with the Boston Celtics, bolster community engagement and brand visibility.

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Benefits

Health Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Parental Leave

401(k) Retirement Plan

401(k) Company Match

Flexible Work Hours

Hybrid Work Options

Wellness Program

Mental Health Support

Company Equity

Stock Options