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Sun Life · 1 day ago

On-site Dedicated Client Liaison - La Crosse, Wisconsin

Milwaukee, WI

Full-time

Onsite

Entry, Mid Level

$56K/yr - $84K/yr

2+ years exp

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. In the role of Dedicated Client Liaison, you will be responsible for managing inquiries and issues related to employee benefits for Kwik Trip, ensuring accurate processing and communication with various stakeholders.

FinanceFinancial ServicesInsurance

Culture & Values

Responsibilities

Develop and maintain relationships with Kwik Trip staff, vendors, consultants, Sun Life contacts, as well as team members in other offices

Master knowledge of the Kwik Trip’s in force Sun Life benefits and integrate knowledge into benefit plans, internal processes, and products to address the needs of the Client

Manage and resolve all inquiries, issues, and concerns to the satisfaction of the person/group inquiring

Coordinate with relevant stakeholders to ensure accurate processing of employee benefits

Assist with benefit claims submission and monitor claim progression, providing status updates as needed

Process and respond to Employer Verification Forms related to Short-Term Disability (STD) and Minnesota Paid Family and Medical Leave (MN PFML) claims

Participate in various Kwik Trip team meetings to answer questions regarding Sun Life’s benefits

Proactively share insight and guidance on benefit administration, disability coverages, paid leave administration, and other plan management with Client’s HR/benefits team members and when applicable, employees

Understand and potentially operate within Kwik Trip’s administration systems to gather employee status information

Create and deliver Client-facing training and/or presentations, including developing visual content, structuring information for clarity and impact, etc

Analyze and leverage available reports, conduct thorough audits, and effectively communicate relevant information to the Client in a clear, concise, and easily digestible format

Perform root cause analysis and proactively communicate with Sun Life service team regarding trends, needs, and employee level experience to continuously improve the Client experience

Identify and implement ways to make the benefit administration process more understandable for employees

Identify areas for Sun Life to bolster performance of the services and meaningful ways to measure and value the Client relationship

Define and expand the scope of this role to best support the Client's evolving needs

Qualification

Group insurance knowledgeDisability benefit administrationLeave of absence processCustomer service skillsData analysisMicrosoft Office proficiencyCommunication skillsSelf-motivationAdaptability