Sun Life Financial, Inc. Logo

Sun Life Financial, Inc.

Client Services Specialist

Posted 19 Days Ago
Be an Early Applicant
In-Office
Wellesley Hills, MA, USA
49K-66K Annually
Junior
In-Office
Wellesley Hills, MA, USA
49K-66K Annually
Junior
Serve as primary contact for small-group employer clients and brokers, handling inbound inquiries, resolving issues via research and escalation, conducting outbound follow-up, and meeting contact-center metrics while supporting client relationships and learning group insurance fundamentals.
The summary above was generated by AI

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. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.  

Job Description:

The Opportunity:

 

Client Services Specialists (CSS) play a key role in providing service excellence by acting as a primary point of contact for small group employer clients and brokers. You will take ownership of client inquiries and see each through to resolution.

 

•    Research inbound requests in a timely manner to establish positive client relationships.
•    Conduct outbound follow up and engage internal departments, when needed, to fully resolve complex and/or escalated service requests.
•    Build strong working relationships to address and support client needs.   

 

Newer CSS team members primarily handle inbound calls, but with experience and coaching, can transition to email and web chat inquiries.

 

Joining our team as a CSS will help you build foundational knowledge in group insurance that can be applied to future growth opportunities within Sun Life. 
How you will contribute:

 

•    Strong problem-solving skills to resolve client inquiries. 
•    Your ability to multi-task and work across various technology platforms. 
•    A desire to continuously learn and adapt to evolving client needs. 
•    A commitment to develop and leverage organizational relationships to better serve our clients. 
•    Ability to work with a diverse range of people
•    Adherence to contact center and metric expectations
•    Availability to work overtime as needed
•    Ability to work flexible shifts with start times between 8AM EST-11:30AM EST

 

 

What you will bring with you:
•    Excellent verbal and written communication skills. 
•    Client-focused mindset and an empathetic approach toward others. 
•    1+ years of customer service or call center experience

 

 

Salary Range: $49,200 - $66,400
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

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! 

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive.  We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate.  We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.  Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account.  Enjoy a flexible, inclusive and collaborative work environment that supports career growth.  We’re proud to be recognized in our communities as a top employer.  Proudly Great Place to Work® Certified in Canada and the U.S., we’ve also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row.  Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations 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 [email protected] to request an accommodation.

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

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

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.

Job Category:

Customer Service / Operations

Posting End Date:

13/08/2026

Sun Life Financial, Inc. Boston, Massachusetts, USA Office

Boston, United States

Sun Life Financial, Inc. Wellesley, Massachusetts, USA Office

Wellesley, United States

Sun Life Financial, Inc. Wellesley Hills, Massachusetts, USA Office

One Sun Life Park, Wellesley Hills, MA , United States, 02481

Sun Life Financial, Inc. Wellesley Hills, Massachusetts, USA Office

Wellesley Hills, United States

Similar Jobs

13 Days Ago
Remote or Hybrid
United States
Junior
Junior
Consulting • Financial Services
Provide client services for global information reporting (FATCA, CRS): register entities for GIINs, prepare IRS forms, monitor client inboxes, solicit investor W-9/W-8/CRS forms, maintain contact trackers, attend trainings, and complete special projects.
Top Skills: Cayman Ditc PortalIrs Fatca Registration System
25 Days Ago
In-Office
Entry level
Entry level
Edtech • Professional Services • Real Estate
Audit individual ledgers and receipts, reconcile cash counts, prepare client statements, produce reports and correspondence, and collaborate with finance management. Requires strong organizational, Microsoft Office and Adobe skills; Sage Intacct experience preferred.
Top Skills: Adobe Acrobat ProMicrosoft Office SuiteSage Intacct
19 Minutes Ago
Remote or Hybrid
United States
130K-200K Annually
Senior level
130K-200K Annually
Senior level
Artificial Intelligence • Information Technology • Machine Learning • Natural Language Processing • Productivity • Software • Generative AI
Manage a portfolio of Superhuman Docs accounts to drive adoption, retention, and expansion. Act as a trusted advisor, run account reviews, build feedback loops to inform product roadmap, design change management and enablement programs, and collaborate cross-functionally to deliver customer value and identify upsell opportunities.
Top Skills: CRMExcelGoogle SheetsSuperhuman Docs

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account