Telephonic Intake Representative

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.

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: With supportive guidance and supervision, the Telephonic Intake Representative assists employees, employers and leave management vendors by handling inbound calls and ensuring a smooth, accurate process for reporting a disability claim.

How you will contribute:

• Promptly takes inbound calls from employees, employers and Leave Management vendor including new claim Intake scripts reporting a disability and or absence claim in a professional manner, adhering to service standards
• Accurately identifies employee eligibility information, obtains required information and posts new claims in the administrative system
• Follows up with claimants, employers and physicians to obtain missing claim information
• Answers questions related to claim process/workflow, explains basic contractual questions and responds to various claim inquiries
• Works collaboratively with other staff members to facilitate the accurate posting of claims
• Develops and maintains online claim data, including letters
• Ensures complete and accurate claim file documentation
• Assists in maintaining business process documentation, as new procedures are developed and best practices are identified
• Assist with administrative requests
• Assist with department projects as needed

What you will bring with you:

• Ability to work with a diverse range of people
• Minimum 1 year work experience required, 1 year customer service experience preferred
• High school diploma or equivalent required
• Excellent communication skills, both written and verbal, with a pleasant and professional communication style
• Strong interpersonal skills and customer service focus
• Ability to initiate and prioritize regular work duties and small projects,
• Ability to multitask, be detail oriented, organized, and exercise good time management skills
• Must possess basic contract knowledge and have the ability to interpret and communicate various provisions
• Ability to work independently and as part of a team
• Good computer skills; proficient in PC environment, with basic skills in Excel, Word and email systems
• Ability to use office equipment including fax machine, photocopier, and printer
• Ability to work professionally and effectively with co-workers, clients, claimants and vendors

Minimum PC Speed Requirements

Download:          30 Mbps or higher

Upload:                15 Mbps or higher

Latency/Ping:    The lower the better but at ideally below 50ms

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.

Salary Range: $39,300-$53,100

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

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.

#LI-remote

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 thebrightside@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.