Client Advocate

Sun Life U.S.

Base: 58,800-88,200; bonus/equity: discretionary a...
Client issue resolution
Customer inquiry management
Crm activity tracking
This role supports clients working on Pacific Standard Time and is responsible for intake and resolution of Customer inquiries, problems and/or service requests

Job Summary

  • This role supports clients working on Pacific Standard Time and is responsible for intake and resolution of Customer inquiries, problems and/or service requests.
  • You will act as the primary issue resolution owner, taking ownership of issues from beginning to end and coordinating with all necessary 'back office' areas to resolve.
  • Sun Life prioritizes well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family leave, and a 401(k) employer match.

Matching Summary

This role supports clients working on Pacific Standard Time and is responsible for intake and resolution of Customer inquiries, problems and/or service requests.

Salary

Base: 58,800-88,200; Bonus/Equity: discretionary annual incentive award; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Client issue resolution
  • Customer inquiry management
  • CRM activity tracking
  • Root cause analysis
  • Responsive service delivery

Nice-to-have

  • Active listening skills
  • Continuous improvement drive
  • Team collaboration
  • Flexible and adaptable
  • Service oriented professional approach

Key Requirements

  • 5+ years client facing experience
  • Bachelor's degree preferred
  • Thorough understanding of contract provisions
  • Ability to work standard hours through 5PM PST

Work Rights

Not specified

Tailored Resume

Cover Letter