Benefits Client Advocate - Service Lead (PST)

Sun Life; Wellesley (MA); On-site; USD 59,000 - 88,000; Full time

Job summary

Sun Life U.S. is seeking a client-facing service professional to manage intake and resolution of group benefit inquiries. You will own issues end-to-end, coordinate with back office teams, and track activity in CRM while fulfilling customer reporting requests.

A strong background in customer service and problem solving will help drive continuous improvements. The role requires 5+ years of client-facing experience, excellent communication skills, and a Bachelor's degree is preferred.

Qualifications

• 5+ years of client facing experience or equivalent combination of education and experience.
• Excellent problem solving skills and high energy and enthusiasm.
• Strong verbal and written communication skills.
• Bachelor's degree preferred.

Responsibilities

• Intake and resolution of client inquiries, problems and service requests from group benefit customers.
• Act as the primary issue resolution owner from start to finish.
• Track activities in CRM and fulfill reporting requests from customers.
• Coordinate with back office areas to resolve issues and drive improvements.

Skills

Client-facing experience

Verbal communication

Written communication

Problem solving

Education

Bachelor's degree preferred

Job description

Sun Life U.S. is seeking a client-facing service professional to manage intake and resolution of group benefit inquiries. You will own issues end-to-end, coordinate with back office teams, and track activity in CRM while fulfilling customer reporting requests.

A strong background in customer service and problem solving will help drive continuous improvements. The role requires 5+ years of client-facing experience, excellent communication skills, and a Bachelor's degree is preferred.