Client Advocate
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Advocate resolving customer inquiries and service issues for Sun Life U.S., a provider of employee and government benefits. Managing cases, reporting, CRM tracking, and continuous improvements.
Responsibilities:
- Intake and resolve customer inquiries, problems and service requests
- Own issue resolution from beginning to end
- Coordinate with back-office areas to organize, oversee, manage, monitor and follow through on resolutions
- Serve as the daily point of contact for customer inquiries through calls, emails and web chats
- Track activities in CRM
- Fulfill customer reporting requests
- Maintain tracking and reporting
- Identify and drive business changes and continuous improvements
- Analyze trends and root causes with internal partners in claims, underwriting and other areas
- Develop solutions to customer needs and issues throughout the case lifecycle
Requirements:
- Experience within the Group Employee Benefits Industry
- FMLA and Paid Statutory Leave experience required
- 5+ years of client-facing experience or an equivalent combination of education and experience
- Thorough understanding of contract provisions and administrative policies and procedures
- Strong customer service record
- Ability to analyze issues and identify root causes
- Understanding of systems and technology
- Excellent problem-solving skills
- Strong verbal and written communication skills
- Bachelor's degree preferred
- Ability to work effectively in a fast-paced environment
- Flexibility, adaptability and willingness to support the team
- Ability to influence horizontal processes and process owners
Benefits:
- Generous vacation and sick time
- Paid family, parental and adoption leave
- Medical coverage
- Company-paid life and AD&D insurance
- Disability programs
- Partially paid sabbatical program
- 401(k) employer match
- Stock purchase options
- Employer-funded retirement account
- Flexible, inclusive and collaborative work environment
- Career growth support
Similar Jobs
Customer Success Advocate
Customer Success Advocate supporting Ciena’s high-speed connectivity customers in China. Resolving issues, managing relationships, and delivering customer-focused technical and project support.
Customer Success Advocate
Customer Success Advocate guiding UAE telecommunications customers through onboarding, adoption, and issue resolution. Driving retention, growth, and product value for Ciena’s connectivity solutions.
Luxury Client Advocate
Luxury Client Advocate supporting UHNW clients for Veta Virtual’s luxury jewelry-industry client. Managing relationships, CRM records, follow-ups, and white-glove service remotely.
Customer Advocate Specialist
Administrative support role handling customer advocacy tasks in mortgage services at Carrington Mortgage Holdings. Ensuring compliance and effective documentation in a legal environment.
Customer Advocate Specialist
Customer Advocate Specialist role focused on providing support and resolving inquiries at FleetPride. Engaging with customers to ensure satisfaction and accurate information delivery.
Client Advocate
Client Advocate providing first contact for individuals seeking financial support through GreenPath's services. Engaging with clients and providing exceptional customer service while handling a high volume of calls.
Customer Success Advocate
Client Service Advocate providing real-time support, training, and problem resolution for ClearStar’s retail clients. Managing cases through phone, email, and live chat in a technology-driven environment.
Client Success Advocate – SaaS Software
Client Success Advocate for SaaS software enhancing customer relationships and ensuring product usage. Collaborating with clients to drive retention and identify growth opportunities in their success.
Customer Advocate III
Customer Advocate assisting Transportation Providers with inquiries and complaint resolutions. Scheduling reservations and providing support to ensure customer satisfaction.
Client Success Advocate
Client Success Advocate responsible for managing client relationships and enhancing satisfaction in HR technology consulting. Facilitating contract renewals and identifying growth opportunities.
Client Advocate
Client Advocate managing client relationships and ensuring satisfaction at HealthMark Group. Serving as a liaison to deliver efficient services and support clients' needs effectively.
Client Advocate
Client Advocate responsible for assisting employees with benefit plan questions at OneDigital. Handling inquiries and coordinating client events within a collaborative team environment.
Senior Customer Advocate
CBP Customer Advocate ensuring customer needs are addressed through coordination with stakeholders and internal teams at AMERICAN SYSTEMS. Building relationships and improving customer experience across federal law enforcement organizations.
No more related jobs available.