Health Advisor

Sun Life Financial; United States; On-site; USD 76,000 - 114,000; Full time

Benefits offered by this job

Benefits package

PTO sick time

Family leave

Sabbatical program

401(k) with match

Job summary

Sun Life U.S. is hiring a Health Advisor to provide high-touch customer service to PinnacleCare Members and help navigate the healthcare system. This full-time, Monday–Friday role may involve an on-call rotation and occasional appointments in the Baltimore/Washington DC area.

You will coordinate medical records, arrange appointments, and facilitate second opinions with top physicians, while building strong relationships with physicians, hospital staff, and Medical Directors.

Qualifications

• College degree in Social Work or other health related field, or RN certification.
• Background in medical social work, nursing or case management.
• Hospital setting experience is strongly preferred.
• Proficiency with MS Office, CRM database systems and internet.
• Outstanding written and verbal communication skills.
• Excellent time management skills, agility in multi-tasking, decisiveness, bias towards action and proactive approach to medical needs of members.
• Ability to work with a diverse range of people.
• Self-starter, ability to work independently and as part of a team.
• Excellent communication skills and sense of urgency.
• Compelling communicator, service oriented and ability to work collaboratively with others.
• Ability to navigate and adapt to a changing, fast paced work environment.

Responsibilities

• Coordinate all aspects of the Member’s healthcare, including collection of medical records, scheduling appointments, and facilitating second opinions with top physicians when needed.
• Collaborate with Medical Directors and Researchers to provide members with the latest information on medical conditions, treatments, clinical trials as well as options of highly qualified physicians to consult for care.
• Provide high-touch customer service to our members. Your member and their family will look to you for competent, efficient, and caring support.
• Develop and maintain relationships with physicians and hospital staff.

Skills

Communication skills

Time management

Diversity awareness

Independent worker

Education

College degree in Social Work or health related field or RN certification

Tools

MS Office

CRM database systems

Internet

Job description

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Job Description: You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Do you have experience in healthcare? A background in medical social work, nursing or case management? Are you looking for a different approach to helping others navigate the complex health care system? Join our team of dedicated and passionate PinnacleCare Health Advisors! At Sun Life, we look for optimistic people who want to make life brighter for ourClients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.

The opportunity

The Health Advisor role is responsible for providing high-touch customer service to PinnacleCare Members, building strong relationships while helping them to navigate the healthcare system in order to receive the best and most expeditious healthcare available. This is a full time Monday-Friday position with an on-call rotation generally every 4 weeks. Our Health Advisors occasionally accompany members on appointments within the Baltimore/Washington DC area. PinnacleCare is a health advisory service that connects individuals and organizations to the world’s most advanced healthcare and facilitates access to top specialists for more streamlined and personalized healthcare experience. PinnacleCare extends a broad range of support for families and organizations to facilitate more efficient access and better outcomes through Comprehensive Health Advisory Memberships for individuals/families, and Connection Group Benefits available through employers/organizations.

How you will contribute

• Coordinate all aspects of the Member’s healthcare, including collection of medical records, scheduling appointments, and facilitating second opinions with top physicians when needed.
• Collaborate with Medical Directors and Researchers to provide members with the latest information on medical conditions, treatments, clinical trials as well as options of highly qualified physicians to consult for care.
• Provide high-touch customer service to our members. Your member and their family will look to you for competent, efficient, and caring support.
• Develop and maintain relationships with physicians and hospital staff.

What you will bring with you

• College degree in Social Work or other health related field, or RN certification
• Background in medical social work, nursing or case management
• Hospital setting experience is strongly preferred
• Proficiency with MS Office, CRM database systems and internet
• Outstanding written and verbal communication skills
• Excellent time management skills, agility in multi-tasking, decisiveness, bias towards action and proactive approach to medical needs of members
• Ability to work with a diverse range of people
• Self-starter, ability to work independently and as part of a team
• Excellent communication skills and sense of urgency
• Compelling communicator, service oriented and ability to work collaboratively with others
• Ability to navigate and adapt to a changing, fast paced work environment

Job Category: Health Advisor

Posting End Date: 16/10/2026

Life is brighter when you work at Sun Life

Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical, and financial, including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more. Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account. A flexible work environment with a friendly, caring, collaborative and inclusive culture. Great Place to Work® Certified in Canada and the U.S. Named as a "Top 10" employer by the Boston Globe's "Top Places to Work" two years running.

Salary Range: $76,200 - $114,300. 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.

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.

We will make reasonable accommodations to the known physical or mental limitations 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.

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. Make life brighter. 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. Join a top employer for a brighter future. Visit Sun Life Careers