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Disability & Leave Client Advocate
Sun Life Financial - Hartford, CT
posted 2 months ago
About the position
The Disability and Leave Client Advocate at Sun Life is responsible for managing inquiries and service requests related to employee benefits, including life insurance and disability coverage. This role involves collaborating with various stakeholders to ensure accurate and timely processing of benefits, while also providing guidance and support to the Client's HR team. The position requires a strong understanding of benefit administration and the ability to communicate effectively with diverse groups.
Responsibilities
- Develop and maintain relationships with executives and staff, vendors, and consultants.
- Master knowledge of the Client's enforced Sun Life benefits.
- Understand and operate within Client's administration systems to gather employee status information.
- Serve as the point of contact for Sun Life benefit administration.
- Provide guidance and respond to inquiries from Client HR team related to disability and other benefit requests.
- Participate in Client's Human Resource and team meetings to answer questions regarding Sun Life's benefits.
- Coordinate with relevant stakeholders to ensure accurate and timely processing of employee benefits, including enrollment, changes, and terminations.
- Track and research disability claim activity through Sun Life systems as well as Client systems.
- Assist in claims submission by identifying missing information and ensuring Client is providing the employer requirements.
- Monitor claims progression through the Sun Life process, answering any status questions and facilitating follow-up or gathering of additional information to aid in the claims review process.
- Collaborate with Client and Sun Life to properly implement offsets of benefits where appropriate.
- Proactively communicate with claims examiners regarding trends, needs, and employee level experience.
- Identify and implement ways to make the benefit administration process more understandable for employees.
- Utilize/update administrative systems/platforms and identify and drive continuous improvements.
- Analyze trends and perform root cause analysis to continuously improve the Client experience.
- Identify areas for Sun Life to bolster performance of the Services and meaningful ways to measure and value the Client relationship.
Requirements
- Bachelor's degree or associate degree with 2+ years of related work experience.
- Strong computer skills, basic math skills, and excellent data entry skills.
- Superior written and oral communication skills, including the ability to confidently present complex information in a clear and compelling manner.
- Experience administering leave and benefit management programs.
- A general understanding of the leave of absence process, including eligibility requirements, documentation, and coordination with other benefits such as short- and long-term disability.
- Flexibility, adaptability, and the ability to pitch in and support the team's work at all times.
- Thorough understanding of contract provisions and administrative policies and procedures.
Nice-to-haves
- Experience working with people with disabilities.
- Customer service experience.
- Root cause analysis skills.
Benefits
- AD&D insurance
- Disability insurance
- Health insurance
- Work from home
- Parental leave
- 401(k) matching
- Sabbatical
- Life insurance
