Financial Analyst, Group Claims

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: 

This position is responsible for the calculation and recovery of all overpayments; adjustment and issuance of underpayments as well as the evaluation and negotiating of recoupments or waivers based on the policy provisions.  The Financial Analyst Group Claims will make referrals to collection vendors or vendors to obtain Social Security Administration updates or information.

The role will identify opportunities for alternate resolutions balancing company and client needs.

How you will contribute: 

• Accurately calculate and communicate changes to the benefit based on what was paid and what should have been paid according to the contract.

• Training of Case managers on financial components of a claim that may contribute to overpayments or underpayments

• Maintaining reporting and metrics on the recoupment of overpayments, waivers and uncollectible

• Partner with Social Security Advocacy vendors on recoveries and disposition of favorable SSA awards.

• Partner with Tax partners on the proper adjustments and administration of adjustments to benefit payments

What you will bring with you: 

• Strong oral and written communication skills

• College degree or equivalent work experience desired

• 3 to 5 years of experience in Group benefits, preferably within a claims management environment; including calculation and recovery of overpayments

• Position requires strong understanding of offsets under Long Term Disability, Short Term Disability and Life policies.

• Requires strong math skills

• Ability to multi-task and prioritize work as needed and strong organizational skills

• Demonstrate critical analysis and problem solving skills

• Candidate must have strong Customer Service skills with the ability to handle difficult/sensitive situations

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 California region: 58,300-87,500 annually

• Central California region: 61,500-92,300 annually

• Northern California region: 65,800-98,700 annually

If you are a Minnesota, Colorado or Nevada resident, the salary range for this position is 55,700-83,600 annually.

If you are a Connecticut or Maryland resident, the salary range for this position is 58,300-87,500 annually

If you are Washington or Rhode Island resident, the salary range for this position is 61,500-92,300 annually.

If you are a New York resident, the salary range for this position is 65,800-98,700 annually.

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.  

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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 recruitingUS@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.

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

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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.