Client Services Executive role supporting legal advisors in a hybrid setting with a focus on client service and organization duties.
About the role
- Senior Administrator responsible for client inquiries and service excellence at Sun Life. Managing a block of business administration and ensuring timely processing per service level standards.
Responsibilities
- Handle day-to-day administration of a block of business with various products
- Analyze and process transactions related to control accounts daily
- Verify daily output and ensure corrections are completed on member accounts
- Ensure all issues and complaints are escalated to the Client Service Lead/Manager
- Identify trends and patterns on inquiries/transactions to help optimize client efficiencies
- Share client feedback or other issues with Client Service Lead
- Track accurately all assigned work in the current management operating systems
- Participate actively in team huddles/meetings and keep others informed and up-to-date
Requirements
- Excellent PC skills, especially Excel
- Accuracy and speed
- Superior organization skills and the ability to multi-task
- Ability to deal with high work volumes
- Strong team player
- Outstanding customer service skills
- Excellent communication skills (both verbal and written)
- Bilingualism (French, English) required for frequent interactions in Quebec
Benefits
- Diversity and inclusion
- Flexible working arrangements
- Professional development opportunities
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