Disability & Leave Client Advocate

$61,700 - $104,300/Yr

Sun Life Financial - Wellesley, MA

Full-time - Mid Level

Remote - Wellesley, MA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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 hybrid role involves collaborating with various stakeholders to ensure accurate benefit administration and providing guidance to the Client's HR team. The position emphasizes customer service, relationship building, and continuous improvement in benefit processes to enhance the Client experience.

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.
• Proactively share insights on benefit administration and disability coverages with Client employees and HR team members.
• Participate in Client's HR meetings to answer questions regarding Sun Life's benefits.
• Coordinate with stakeholders to ensure accurate processing of employee benefits, including enrollment, changes, and terminations.
• Track and research disability claim activity through Sun Life and Client systems.
• Assist in claims submission by identifying missing information and ensuring compliance with employer requirements.
• Monitor claims progression and facilitate follow-up for claims review process.
• Collaborate with Client and Sun Life to implement offsets of benefits where appropriate.
• Communicate with claims examiners regarding trends and employee experience.
• Identify and implement improvements in the benefit administration process.
• Utilize administrative systems to drive continuous improvements.
• Analyze trends and perform root cause analysis to improve Client experience.
• Identify areas for Sun Life to enhance service performance.

Requirements

• Bachelor's degree or associate degree with 2+ years of related work experience.
• Strong computer skills, including proficiency in Microsoft Office programs (Word, Excel, PowerPoint, Outlook).
• Basic math skills and excellent data entry skills.
• Superior written and oral communication skills.
• Experience administering leave and benefit management programs.
• Understanding of the leave of absence process, including eligibility requirements and documentation.
• Flexibility and adaptability to support team work.

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