Telephonic Intake Representative

Sun Life Financial • Portland, ME

325d • $39,300 - $53,100

About The Position

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 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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED