Client Success Advocate

Sun Life Financial; Kansas City (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Sun Life U.S. is seeking a customer-focused professional to manage intake and resolution of inquiries for U1000 lives across Central and Eastern Time zones. You will own issues from start to finish, coordinate with back-office teams, and maintain CRM updates and reporting.

Strong communication and problem-solving skills are essential to drive improvements. The role emphasizes responsiveness in a fast-paced environment with collaboration across claims, underwriting, and other partners to support

Qualifications

• Bachelor's degree preferred.
• 5+ years of client-facing experience or equivalent.
• Experience in Group Employee Benefits; FMLA and statutory leave knowledge.
• Strong problem-solving and communication abilities.

Responsibilities

• Intake and resolution of customer inquiries and service requests.
• Coordinate with back-office areas to resolve issues and track progress.
• Serve as daily point of contact for customer inquiries via calls, email or chat.
• Maintain CRM records and fulfill reporting requests.
• Identify improvement opportunities and root-cause analyses with internal partners.

Skills

Customer service

Communication

Problem solving

Root cause analysis

CRM

Reporting

Teamwork

Education

Bachelor's degree

Tools

CRM system

Job description

Sun Life U.S. is seeking a customer-focused professional to manage intake and resolution of inquiries for U1000 lives across Central and Eastern Time zones. You will own issues from start to finish, coordinate with back-office teams, and maintain CRM updates and reporting.

Strong communication and problem-solving skills are essential to drive improvements. The role emphasizes responsiveness in a fast-paced environment with collaboration across claims, underwriting, and other partners to support