Client Services Specialist

Sun Life Financial; Massachusetts; Hybrid; USD 47,000 - 64,000; Full time

Job summary

Join a forward-thinking company as a Client Services Specialist where you will play a key role in providing exceptional service to clients. This position offers the opportunity to develop foundational knowledge in group insurance while building strong relationships with clients and internal teams. With a hybrid work model, you will enjoy the flexibility of virtual work combined with in-office collaboration. The company is committed to fostering an inclusive environment, offering comprehensive benefits, and supporting your career growth. Be part of a team that values your contributions and helps make life brighter for clients and communities.

Benefits

Generous vacation and sick time

Market-leading paid family leave

401(k) employer match

Stock purchase options

Employer-funded retirement account

Partially paid sabbatical program

Qualifications

• 1+ years of customer service or call center experience.
• Excellent verbal and written communication skills.

Responsibilities

• Act as primary contact for small group employer clients.
• Research inbound requests and resolve client inquiries.

Skills

Problem-solving

Communication Skills

Customer Service Experience

Multi-tasking

Education

High School Diploma

Bachelor's Degree (preferred)

Job description

Client Services Specialist page is loaded

Client Services Specialist

Apply locations Wellesley Hills, Massachusetts U.S. Telecommuters time type Full time posted on Posted 2 Days Ago job requisition id JR00110923

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.

Job Description:

Location : Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.

The opportunity:

Client Services Specialists (CSS) play a key role in providing service excellence by acting as a primary point of contact for small group employer clients and brokers. You will take ownership of client inquiries and see each through to resolution.

• Research inbound requests in a timely manner to establish positive client relationships.
• Conduct outbound follow up and engage internal departments, when needed, to fully resolve complex and/or escalated service requests.
• Build strong working relationships to address and support client needs.

Newer CSS team members primarily handle inbound calls, but with experience and coaching, can transition to email and web chat inquiries.

Joining our team as a CSS will help you build foundational knowledge in group insurance that can be applied to future growth opportunities within Sun Life.

How you will contribute:

• Strong problem-solving skills to resolve client inquiries.
• Your ability to multi-task and work across various technology platforms.
• A desire to continuously learn and adapt to evolving client needs.
• A commitment to develop and leverage organizational relationships to better serve our clients.
• Ability to work with a diverse range of people
• Adherence to contact center and metric expectations
• Availability to work overtime as needed
• Ability to work flexible shifts with start times between 8AM EST-11:30AM EST

What you will bring with you:

• Excellent verbal and written communication skills.
• Client-focused mindset and an empathetic approach toward others.
• 1+ years of customer service or call center experience

Salary Range: $47,100 - $63,600

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We’re proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we’ve also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodation s to the known physical or mental limitation s of otherwise-qualified individuals with disabilities or special disabled veterans , unless the accommodation would impose an undue hardship on the operation of our business. Please email [e-mail] to request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Category:

Customer Service / Operations

Posting End Date:

29/05/2025

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.