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, …