Client Delivery Specialist

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.

Location: We support US virtual working arrangements in the contiguous 48 states.

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:

The Client Delivery Specialist will be responsible for triaging and supporting the resolution of large group client (U2000 lives) block of business inquiries, problems, and/or service requests. You will act as the secondary issue resolution owner and be responsible for partnering with Sr. Client Advocates and Sr. Client Relationship Executives to resolve any client request or issues. You will support the internal Client Delivery team by coordinating client inquiries and driving resolution with Internal Partners.

How you will contribute:

• Triage inbound requests in a timely manner to establish positive client relationships

• Conduct outbound follow up and engage internal departments, when needed, to help Sr. Client Advocates and Sr. Client Relationship Executives resolve complex and/or escalated service requests

• Build strong working relationships to address and support client needs

• Coordinate with necessary 'back office' areas to resolve client inquiries

• Act as the secondary intake point for any Customer inquiries (calls, emails, web chats, etc.), with the Sr. Client Advocate and Sr. Client Relationship Executive being the primary contact

• Track all activities in Salesforce

• Work with internal teams to submit and track policy amendments

• Responsible for fulfilling reporting requests from clients

• Responsible for compiling data for policy level broker requests

• Maintain tracking and reporting. Identify and drive business changes / continuous improvements as needed

What you will bring with you:

• Ability to multi-task and work accurately and effectively in a fast-paced environment

• Ability to set priorities in a high volume, fast-paced environment

• Knowledgeable, service-oriented professional approach

• Flexibility, adaptability and the ability to pitch in and support the team at all times

• Excellent problem-solving skills with high energy and enthusiasm

• Strong verbal and written communication skills

• Knowledge of group insurance products and processes

• Excellent verbal and written communication skills

• Client-focused mindset and an empathetic approach toward others

Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.

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!

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

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.

If you are a California resident, the salary range for this position is:

• Southern region: $45,700 – 61,600 annually

• Central region: $48,100 – 65,000 annually

• Northern region: $51,500 – 69,400 annually

If you are a Colorado resident, the salary range for this position is $43,600 – 58,800 annually.

If you are a New York resident, the salary range for this position is $51,500 – 69,400 annually.

If you are Washington resident, the salary range for this position is $48,100 – 65,000 annually.

• The full range minimum and maximum listed in the job posting is tied to the GCF level and job family.

We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation 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 recruitingUS@sunlife.com to request an accommodation.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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.