Group Benefits Client Advocate - Resolution Specialist

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

Benefits offered by this job

Health benefits

Paid leave

401(k) match

Stock purchase plan

Disability program

Job summary

Sun Life U.S. is seeking a dedicated professional to handle intake and resolution of group benefit inquiries for U1000 lives, owning issues from start to finish.

The role acts as the primary contact for customer inquiries and coordinates with back office areas to ensure timely resolution. The incumbent will track activities in CRM, fulfill reporting requests, and drive continuous improvements by analyzing trends and root causes with claims, underwriting, and other partners.

Qualifications

• Thorough understanding of group benefit contract provisions and administrative policies.
• Experience in the Group Employee Benefits Industry; with FMLA and Paid Statutory Leave experience.
• 5+ years of client facing experience.
• Excellent problem solving skills and high energy and enthusiasm.
• Strong verbal and written communication skills.
• Bachelor's degree preferred.

Responsibilities

• Coordinate with back office areas to resolve issues; organize, oversee, manage, monitor and follow through.
• Act as the daily point of contact for customer inquiries (calls, emails, etc.).
• Track activities in CRM.
• Fulfill reporting requests from customers.
• Maintain tracking and reporting; identify and drive improvements.
• Analyze trends and root causes with internal partners to identify opportunities.

Skills

Group benefits

FMLA experience

Client facing

Problem solving

Verbal communication

Written communication

Bachelor's degree preferred

Education

Bachelor's degree

Tools

CRM systems

Job description

Sun Life U.S. is seeking a dedicated professional to handle intake and resolution of group benefit inquiries for U1000 lives, owning issues from start to finish.

The role acts as the primary contact for customer inquiries and coordinates with back office areas to ensure timely resolution. The incumbent will track activities in CRM, fulfill reporting requests, and drive continuous improvements by analyzing trends and root causes with claims, underwriting, and other partners.