Client Services Specialist

Job Description

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.

• 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.

• 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.

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.

• Generous vacation and sick time
• Market‑leading paid family, parental and adoption leave
• Medical coverage
• Company paid life and AD&D insurance
• Disability programs
• Partially paid sabbatical program
• 401(k) employer match, stock purchase options and an employer‑funded retirement account

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  to request an accommodation.

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.

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.