Client Relationship Manager

Sun Life U.S. is a leading provider of employee and government benefits, serving approximately 50 million Americans. They are seeking a Client Relationship Manager to oversee relationships and financial management for a portfolio of clients, focusing on building partnerships that drive growth and persistency.

Responsibilities

• Establish and maintain excellent working relationships with both internal and external partners
• Partner with ICs to ensure seamless implementations, proactively addressing questions and concerns
• Conduct consistent, proactive education and outreach communication with external partners
• Assess, clarify, and validate customer needs, proposing innovative solutions to address unique challenges
• Demonstrate success in negotiation, persuasion, and solutions-based service across departments
• Oversee issue resolution, identify root causes, and participate in creating solutions
• Manage the ongoing lifecycle and renewal process for your assigned block of business
• Handle escalated service issues from SLS, providing creative alternatives to enhance client experience
• Collaborate with Sun Life Financial personnel to meet client expectations and growth objectives
• Maintain in-depth knowledge of H&RS products, services, processes, and the self-insured competitive landscape
• Act as a liaison between the home office and the Distribution team
• Use Salesforce to manage business and document all relevant customer and broker activities
• Participate in developing CRM team processes, suggesting efficiency improvements using CI Tools
• Partner with CRE on projects representing the Client Success Organization

Skills

• Ability to work with a diverse range of people
• Exceptional communication skills and strong relationship-building abilities
• Proven success in negotiation, persuasion, and solutions-based service
• Strong record of effective customer service
• Excellent organizational and prioritization skills
• Ability to work in a fast-paced environment, managing multiple priorities
• Critical thinking skills and autonomous work capability
• Proficiency in Microsoft Office suite, especially Excel
• Experience with CRM tools, particularly Salesforce
• Strong presentation and interpersonal skills
• Effective listening and note-taking abilities
• Results-oriented mindset and superior collaboration skills
• Bachelor's degree and/or 1-3 years of Group, Stop Loss, and Self-Funded insurance experience

Benefits

• 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
• Employer-funded retirement account

Company Overview