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Sun Life

Global financial services for insurance, investments

Dedicated Client Liaison - Bi-Lingual

Customer SuccessConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree is preferred, with a minimum of 3+ years of related work experience.
  • Bilingual fluency in Spanish is required.
  • Thorough experience administering disability and absence is required.
  • In-depth knowledge of group insurance products and processes and paid leave administration programs is required.
  • A deep understanding of the leave of absence process, including eligibility requirements, documentation, and coordination with other benefits, is required.
  • Payroll and finance acumen is preferred.
  • Strong written and oral communication skills and customer service skills are required.
  • Self-motivation, adaptability, and initiative while supporting team efforts are required.
  • Ability to work with a diverse range of people and handle difficult customer service situations is required.
  • A strong understanding of systems and technology, including proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, is required.
  • Ability to interpret reports and apply basic data analysis to support benefit administration and client decision-making is required.
  • Comfort with ambiguity and a proactive approach to evolving responsibilities, including taking ownership of new responsibilities as business needs develop, is required.
  • Must be available to attend in-person meetings at Client facilities and Sun Life offices as needed; business travel is an essential function, estimated at approximately 10% of annual work time, with actual travel potentially varying.

Responsibilities

  • Build and define the role in collaboration with the Client, service team, and people leader, translating responsibilities into measurable actions and adapting as they evolve.
  • Build and maintain deep knowledge of the Client’s in-force Sun Life benefits 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 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 and promote timely transitions and workforce continuity.
  • 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.
  • Share guidance on benefit administration, disability coverage, paid leave administration, and plan management topics with Client HR and benefits representatives and, when applicable, Client employees.
  • Understand and, when needed, operate within the Client’s administration systems to gather employee status information.
  • Create and deliver Client-facing training and presentations, including developing visual content and structuring information clearly.
  • Analyze 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 measurable enhancements to benefit administration clarity, such as reducing employee inquiries, improving satisfaction scores, and speeding processing times.
  • Identify areas for Sun Life to improve service performance and meaningful ways to measure and value the Client relationship.

Desired Qualifications

  • Payroll and finance acumen 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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