New Business Representative - Portland, United States - Sun Life

Sun Life

Verified Company

Portland, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

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.

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:

The New Business Representative is responsible for the issuance of plans, policies, and certificates as well as processing modifications to new and existing business.

How you will contribute:

Maintains an understanding of various clients, products, product rules and procedures related to voluntary benefits administration
Verifies submission materials and ensures case setup accurately reflects customer expectations/needs
Answers customer questions and serves as primary point of contact for specific agents, policy holders and distribution partners as assigned
Uses problem solving skills to research and resolve complex customer inquiries and follows up to ensure issue resolution
Updates coverages and processes renewals and plan changes
Reviews enrollments for required information and underwriting needs, verifying employee eligibility pursuant to specific plan requirements and refers missing information to appropriate contacts
Handles daily underwriting requests and responses
Manages individual workflow on FullScope database, keeping open communication with team members on progress
Issues new plans, policies, and certificates as applicable using FullScope and carrier guidelines
Processes amendments and reenrollments for existing cases, as well as requests for reporting, and other tasks as assigned
Collaborates with eCommerce vendors on electronic data exchange
Runs weekly and monthly reports
Scans, tag and electronically store documents
Ensures electronic file feeds are tested and processed once in production
Processes monthly ageband and salary adjustments
Files appropriate documentation on a daily basis
Conducts daily quality review (data entry validation) of enrollments
Assists policy holders, Customer Account Specialists, and carriers on various service issues
Handles escalated customer service interactions, researching solutions and resolving in a timely manner, referring complex or escalated interactions to New Business Specialist II or manager as applicable
Creates and regularly maintains departmental documentation, including job aids for areas of accountability
Partners with management to identify trends and efficiencies, and recommend process improvements
Completes special projects as assigned
Record all assigned tasks in the FullScope database
Completes filing and other miscellaneous clerical duties, including accurate and timely scanning and storing of electronic documentation
Performs responsibilities of an absent coworker, when assigned

What you will bring with you:

2 years of work experience required
High School Diploma or equivalent required
One year experience in voluntary or group disability insurance preferred
Strong customer service skills
Strong written and verbal communication skills, with a pleasant and professional communication style required
Ability to explain complex issues, empathize, exhibit patience, and otherwise communicate effectively
Ability to initiate and prioritize regular work duties and small projects, ability to multitask, be detail oriented, organized, and possess good time management skills
Strong analytical skills, with the ability to effectively problem solve and implement solutions
Ability to work independently and as part of a team
Ability to learn the basic functions with the company's internal policy administration systems
Ability to negotiate effectively
Ability to use office equipment including fax machine, photocopier, and printer
Ability to work professionally and effectively with coworkers, clients, employers, vendors, and others with whom the company does business

Life is brighter when you work at Sun Life

Excellent benefits and wellness programs to support the three pillars of your wellbeing mental, physical, and financial including generous vacation and sick time, marketleadi