Client Success Specialist - Benefits Resolution

Sun Life; South Portland (ME); On-site; USD 59,000 - 88,000; Full time

Benefits offered by this job

Vacation and sick time

Paid family leave

Paid parental leave

Adoption leave

Medical coverage

Life and AD&D insurance

Disability programs

Sabbatical program

401(k) employer match

Job summary

Sun Life U.S. is a leading benefits provider serving approximately 50 million Americans nationwide.

This role focuses on intake and end-to-end resolution of customer inquiries, coordinating with back office teams, maintaining CRM records and delivering reporting to clients. The ideal candidate has 5+ years of client-facing experience in the Group Employee Benefits space, with strong problem solving and communication skills, and a Bachelor's degree preferred.

Qualifications

• You should have a thorough understanding of contract provisions and administrative policies and procedures.
• Experience within the Group Employee Benefits Industry; with FMLA and Paid Statutory Leave experience required.
• 5+ years of client facing experience or an equivalent combination of education and experience.

Responsibilities

• Coordinate with back office areas to resolve issues and follow through.
• Act as the daily point of contact for customer inquiries (calls, emails, web chats).
• Track activities in CRM.
• Fulfill reporting requests from customers.
• Maintain tracking and reporting; identify improvements needed.
• Work with internal partners to identify root causes and improvement opportunities.

Skills

Strong verbal communication

Strong written communication

Client-facing experience

Problem solving

Adaptability

Active listening

Education

Bachelor's degree preferred

Job description

Sun Life U.S. is a leading benefits provider serving approximately 50 million Americans nationwide.

This role focuses on intake and end-to-end resolution of customer inquiries, coordinating with back office teams, maintaining CRM records and delivering reporting to clients. The ideal candidate has 5+ years of client-facing experience in the Group Employee Benefits space, with strong problem solving and communication skills, and a Bachelor's degree preferred.