Senior Client Advocate
Sun Life, Portland, ME, United States
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.
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.
Job Description: At Sun Life, we look for optimistic people who want to make life brighter for our Clients. 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: As Senior Client Advocate, you will facilitate expedient and accurate resolution to client inquiries/issues/concerns to the client's satisfaction—the client includes home office/field partners, brokers and policyholders, provides front-line service for all matters important to the Benefit Administrator and their benefit plans; owns the issue and provides knowledgeable and timely service to clients, brokers and internal partners.
How you will contribute:
Accountable for coordinating any special Benefit Administrator requests—service recovery, exceptions, and other special requests with all impacted service teams
Manages, follows-through, and resolves all client inquiries, issues, and concerns through collaboration with internal partners
Develops and maintains customized reporting requests from clients
Submits and provides all necessary data for amendments/revisions including the generation and submission of necessary documentation that will allow for completion of complex amendments; partners with internal teams to resolve any questions or issues required to complete the amendment
Develops and maintains excellent working relationships with the CRE/Sr. CRE, EBR and other internal departments to oversee resolution of issues to the client's satisfaction
Maintains a comprehensive knowledge of the Absence Management product, processes and related laws (national, state, local)
Acts as back-up for the CRE/Sr. CRE on the assigned block of business when they are unavailable (i.e. extended business travel, vacation, etc.)
Maintains complete documentation of all activities in Salesforce
Utilizes/updates administrative systems/platforms
Identify and drive continuous improvements. Analyze trends and perform root cause analysis to partner with internal teams on continuous improvement opportunities
Escalate issues with root cause analysis to inform the overall strategy for improving the client experience
Recommends innovative ideas that can drive the ongoing growth of our book of business
Identify and respond to changes in external environment and client needs
Identify areas for Sun Life to bolster performance and meaningful ways to measure and value client relationships
Monitors and tracks Service Guarantee / Performance Guarantee performance, delivers Client outcome when appropriate
Documents and tracks Service Escalations and Complaints in Salesforce and Complaint Management System
Demonstrate a capability for mentoring toward the development of their peers
What you will bring with you:
Demonstrated deep Group Employee Benefits product knowledge; proficiency in Short-Term Disability, Long Term Disability, Life, Leave / Absence Management and Supplemental Health
5+ years of client service experience; with specific experience working on large, complex, key, or strategic accounts preferred
College degree preferred
Ability to work accurately and effectively in a fast-paced environment
Ability to actively listen to clients (specifically complex clients), paying attention to their customized needs, wants, likes, dislikes, trends, ideas and suggestions
Knowledgeable, service-oriented professional approach
Ability to flex and adapt in a rapidly changing work environment
Proven record of providing strong, timely, accurate and effective client service
Ability to influence the horizontal process and influence the internal owners of each part of the process
Excellent problem solving skills
Demonstrated expertise in analyzing issues and identifying root causes to prevent reoccurrence
Strong knowledge of systems and technology and ability to find ways to apply Sun Life capabilities to unique large client needs
Excellent verbal and written communication skills
Thorough comprehension of contract provisions and administrative policies and procedures
Extensive, in-depth knowledge of group insurance products and processes
Displays integrity through transparency, honest dealings, predictable reactions and well-controlled emotions. Demonstrates the ability to be fair and consistent in all professional dealings. Regularly acknowledges each team member's contributions and successes to the team
Proficient with Microsoft Tools including PowerPoint, Word and Excel
Knowledge of Salesforce
Ability to work with Underwriting to review and understand Plan performance and financial performance of the Client
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. Salary Range: $73,200 - $109,800
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
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.
Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
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 thebrightside@sunlife.com 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.
Job Category:
Sales - Distribution Support
Posting End Date:
17/04/2026
#J-18808-Ljbffr
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.
Job Description: At Sun Life, we look for optimistic people who want to make life brighter for our Clients. 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: As Senior Client Advocate, you will facilitate expedient and accurate resolution to client inquiries/issues/concerns to the client's satisfaction—the client includes home office/field partners, brokers and policyholders, provides front-line service for all matters important to the Benefit Administrator and their benefit plans; owns the issue and provides knowledgeable and timely service to clients, brokers and internal partners.
How you will contribute:
Accountable for coordinating any special Benefit Administrator requests—service recovery, exceptions, and other special requests with all impacted service teams
Manages, follows-through, and resolves all client inquiries, issues, and concerns through collaboration with internal partners
Develops and maintains customized reporting requests from clients
Submits and provides all necessary data for amendments/revisions including the generation and submission of necessary documentation that will allow for completion of complex amendments; partners with internal teams to resolve any questions or issues required to complete the amendment
Develops and maintains excellent working relationships with the CRE/Sr. CRE, EBR and other internal departments to oversee resolution of issues to the client's satisfaction
Maintains a comprehensive knowledge of the Absence Management product, processes and related laws (national, state, local)
Acts as back-up for the CRE/Sr. CRE on the assigned block of business when they are unavailable (i.e. extended business travel, vacation, etc.)
Maintains complete documentation of all activities in Salesforce
Utilizes/updates administrative systems/platforms
Identify and drive continuous improvements. Analyze trends and perform root cause analysis to partner with internal teams on continuous improvement opportunities
Escalate issues with root cause analysis to inform the overall strategy for improving the client experience
Recommends innovative ideas that can drive the ongoing growth of our book of business
Identify and respond to changes in external environment and client needs
Identify areas for Sun Life to bolster performance and meaningful ways to measure and value client relationships
Monitors and tracks Service Guarantee / Performance Guarantee performance, delivers Client outcome when appropriate
Documents and tracks Service Escalations and Complaints in Salesforce and Complaint Management System
Demonstrate a capability for mentoring toward the development of their peers
What you will bring with you:
Demonstrated deep Group Employee Benefits product knowledge; proficiency in Short-Term Disability, Long Term Disability, Life, Leave / Absence Management and Supplemental Health
5+ years of client service experience; with specific experience working on large, complex, key, or strategic accounts preferred
College degree preferred
Ability to work accurately and effectively in a fast-paced environment
Ability to actively listen to clients (specifically complex clients), paying attention to their customized needs, wants, likes, dislikes, trends, ideas and suggestions
Knowledgeable, service-oriented professional approach
Ability to flex and adapt in a rapidly changing work environment
Proven record of providing strong, timely, accurate and effective client service
Ability to influence the horizontal process and influence the internal owners of each part of the process
Excellent problem solving skills
Demonstrated expertise in analyzing issues and identifying root causes to prevent reoccurrence
Strong knowledge of systems and technology and ability to find ways to apply Sun Life capabilities to unique large client needs
Excellent verbal and written communication skills
Thorough comprehension of contract provisions and administrative policies and procedures
Extensive, in-depth knowledge of group insurance products and processes
Displays integrity through transparency, honest dealings, predictable reactions and well-controlled emotions. Demonstrates the ability to be fair and consistent in all professional dealings. Regularly acknowledges each team member's contributions and successes to the team
Proficient with Microsoft Tools including PowerPoint, Word and Excel
Knowledge of Salesforce
Ability to work with Underwriting to review and understand Plan performance and financial performance of the Client
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. Salary Range: $73,200 - $109,800
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
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.
Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
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 thebrightside@sunlife.com 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.
Job Category:
Sales - Distribution Support
Posting End Date:
17/04/2026
#J-18808-Ljbffr