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Client Advocate at Sun Life | JobVerse
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Client Advocate
Sun Life
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Client Advocate
Sacramento, California, United States of America
Full Time
2 hours ago
$58,800 - $88,200 USD
H1B Sponsor
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Key skills
CRM
Communication
Problem Solving
About this role
Role Overview
Responsible for intake and resolution of Customer (U1000 lives) inquiries, problems and/or service requests
Act as the primary issue resolution owner and resolve Customer problems
Coordinate with all necessary 'back office' areas to resolve issues
Act as the daily point of contact for customer inquiries (calls, emails, web chats, etc.)
Track activities in CRM
Fulfill reporting requests from customers
Maintain tracking and reporting
Identify and drive business changes / continuous improvements needed
Look at trends and root causes and work with internal partners to identify improvement opportunities
Requirements
Bachelor's degree preferred
5+ years of client facing experience or an equivalent combination of education and experience
Excellent problem solving skills and high energy and enthusiasm
Strong verbal and written communication skills
Thorough understanding of contract provisions and administrative policies and procedures
Ability to influence the horizontal process and influence the owners of each part of the process
Proven record of providing strong and effective customer service
Ability to effectively analyze issues and identify root causes to prevent reoccurrence
Understanding of systems and technology
Ability to work standard hours through 5PM PST
Benefits
Health insurance
Generous vacation and sick time
Market-leading paid family, parental and adoption leave
Medical coverage
Company paid life and AD&D insurance
Disability programs
Partially paid sabbatical program
401(k) employer match
Stock purchase options
Employer-funded retirement account
Flexible, inclusive and collaborative work environment
Apply Now
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