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Senior Client Advocate

Remote / Online - Candidates ideally in
Kansas City, Jackson County, Missouri, 64101, USA
Listing for: Sun Life Financial
Full Time, Remote/Work from Home position
Listed on 2026-02-03
Job specializations:
  • Business
    Client Relationship Manager, Business Development
Salary/Wage Range or Industry Benchmark: 73200 - 109800 USD Yearly USD 73200.00 109800.00 YEAR
Job Description & How to Apply Below
Senior Client Advocate page is loaded## Senior Client Advocate locations:
Wellesley Hills, Massachusetts:
Hartford, Connecticut:
U.S. Telecommuters:
Kansas City, Missouri:
Portland, MEtime type:
Full time posted on:
Posted Todayjob requisition :
JRSun 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.
*
* 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 challengedbyworking 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, E  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…
Position Requirements
10+ Years work experience
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