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.

Job Description:

Location: We support US flexible working arrangements in the contiguous 48 states.

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:

Under direct supervision, the Telephonic Intake Representative is responsible for handling inbound calls from employees, employers and leave management vendor 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:

• 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, vendors, and others with whom DRMS does business

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.

If you are a California resident, the salary range for this position is:

• Southern region: $41,700 – 56,300 annually

• Central region: $43,900 – 59,300 annually

• Northern region: $47,000 – 63,500 annually

If you are a Colorado resident, the salary range for this position is $39,700 – 53,600 annually.

If you are a New York resident, the salary range for this position is $47,000 – 63,500 annually.

If you are Washington resident, the salary range for this position is $43,900 – 59,300 annually.

• The full range minimum and maximum listed in the job posting is tied to the GCF level and job family.

We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

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.

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 [email protected] 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.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

Job Category:

Posting End Date:

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.