Care Advisor Specialist I
About the position
The Care Advisor I at Sun Life is responsible for delivering high-touch customer service by managing the customer interface experience. This role involves collecting detailed medical information, outlining health advisory services, matching clients with physicians, and facilitating appointments. The Care Advisor I collaborates with various teams to ensure customer needs are met and expectations are exceeded, all while working in a flexible and supportive environment.
Responsibilities
Provide excellent customer service with a strong phone and email presence.
,
Act as the point of contact for assigned customers, ensuring timely and proactive communication.
,
Collect thorough summaries of medical diagnoses and objectives.
,
Communicate effectively the available PinnacleCare services to customers.
,
Keep customers updated throughout the process and manage their expectations proactively.
,
Manage multiple customer matters simultaneously, maintaining an active case load of 25+.
,
Facilitate medical appointments and remote second opinions through established networks.
,
Collaborate with the Research Team to identify physician resources for customer needs.
,
Participate in departmental meetings to provide innovative ideas and perspectives.
,
Work closely with Team Lead to manage case load and solve difficult situations.
,
Utilize organizational tools to manage customer needs effectively and in a timely manner.
,
Review and track clinical data and outcomes accurately and in a timely manner.
Requirements
A bachelor's degree or equivalent experience.
,
Customer service experience with strong phone and video presence.
,
Excellent verbal, written, and interpersonal communication skills.
,
Computer proficiency in MS Office.
,
Experience with a CRM is a plus.
Nice-to-haves
Benefits
Generous vacation and sick time.
,
Market-leading paid family, parental, and adoption leave.
,
Partially-paid sabbatical program.
,
Medical plans and company-paid life and AD&D insurance.
,
Disability programs.
,
401(k) plan with employer-paid match.
,
Employer-funded retirement account.
,
Flexible work environment with a collaborative culture.
Apply Now
The Care Advisor I at Sun Life is responsible for delivering high-touch customer service by managing the customer interface experience. This role involves collecting detailed medical information, outlining health advisory services, matching clients with physicians, and facilitating appointments. The Care Advisor I collaborates with various teams to ensure customer needs are met and expectations are exceeded, all while working in a flexible and supportive environment.
Responsibilities
Provide excellent customer service with a strong phone and email presence.
,
Act as the point of contact for assigned customers, ensuring timely and proactive communication.
,
Collect thorough summaries of medical diagnoses and objectives.
,
Communicate effectively the available PinnacleCare services to customers.
,
Keep customers updated throughout the process and manage their expectations proactively.
,
Manage multiple customer matters simultaneously, maintaining an active case load of 25+.
,
Facilitate medical appointments and remote second opinions through established networks.
,
Collaborate with the Research Team to identify physician resources for customer needs.
,
Participate in departmental meetings to provide innovative ideas and perspectives.
,
Work closely with Team Lead to manage case load and solve difficult situations.
,
Utilize organizational tools to manage customer needs effectively and in a timely manner.
,
Review and track clinical data and outcomes accurately and in a timely manner.
Requirements
A bachelor's degree or equivalent experience.
,
Customer service experience with strong phone and video presence.
,
Excellent verbal, written, and interpersonal communication skills.
,
Computer proficiency in MS Office.
,
Experience with a CRM is a plus.
Nice-to-haves
Benefits
Generous vacation and sick time.
,
Market-leading paid family, parental, and adoption leave.
,
Partially-paid sabbatical program.
,
Medical plans and company-paid life and AD&D insurance.
,
Disability programs.
,
401(k) plan with employer-paid match.
,
Employer-funded retirement account.
,
Flexible work environment with a collaborative culture.
Apply Now