Associate Client Manager

Sun Life; South Portland (ME); Remote; USD 61,000 - 83,000; Full time

Job summary

Join a forward-thinking company as an Associate Stop Loss Client Manager, where you'll be empowered to make a difference. This role offers the chance to work closely with dynamic colleagues and contribute to innovative solutions in the insurance sector. You'll manage relationships with specialists and brokers, ensuring seamless communication and support for client needs. With a focus on personal growth and development, this position is ideal for those looking to launch their careers in a supportive and inclusive environment. Embrace the opportunity to thrive in a flexible workplace that values diversity and collaboration.

Benefits

Wellness programs

Generous vacation and sick time

Paid family and parental leave

Sabbatical program

401(k) plan with employer match

Employer-funded retirement account

Qualifications

• 1+ years of experience in Group Insurance or Stop Loss Insurance preferred.
• Strong communication skills, both written and verbal.

Responsibilities

• Coordinate completion of prospect and sold case activities.
• Maintain and update the Client Relationship Management (CRM) system.

Skills

Group Insurance / Stop Loss Insurance

Customer Service

Communication Skills

Microsoft Office Suite

CRM Tools

Education

Bachelor's Degree

Tools

Microsoft Excel

CRM Systems

Job 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.

Job Description:

Associate Stop Loss Client Manager Position Summary

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:

In the Associate Stop Loss Client Manager Role (ACM), you will work directly with the Client Managers (CM) to coordinate completion of prospect and sold case activities. The ACM is required to ensure the efficient flow of information by communicating effectively with internal and external partners, including Stop Loss Specialists (SLS), third-party administrators (TPA), brokers.

This includes, but is not limited to: prospect activity, sold case paperwork, and benchmark reporting. This position provides a career progression opportunity within the CM team for entry-level candidates interested in pursuing a career in sales/service. This position is primarily based in the Wellesley, MA and Windsor, CT office locations; however, we also have remote employees as well.

How you will contribute:

1. Partnering with CM to build and maintain effective working relationships with assigned Stop Loss Specialists, underwriters, and external partners.
2. Ensuring there is effective prospect inventory support for the CM by managing the decline to quote and missing information processes in a timely manner.
3. Providing new business prospect support; requesting and following up on additional information and capturing final outcome.
4. Coordinating the logistics of assembling, sending, and receiving sold case materials—including updating and verifying case-specific information and ensuring submission is complete and accurate.
5. Maintaining and updating the Client Relationship Management (CRM) system regarding activities in designated territories.
6. Preparing and distributing marketing materials to SLS, brokers, and TPAs.
7. Performing additional responsibilities as needed.

What you will bring with you:

• The ability to work with a diverse range of people.
• Demonstrated ability to work autonomously and as part of a cohesive team.
• Demonstrated ability to provide a responsive, service-oriented professional approach in all interactions.
• Ability to work in a fast-paced, transaction-oriented environment; flexibility to handle multiple priorities while maintaining a high level of professionalism and responsiveness.
• Ability to demonstrate flexibility and adaptability in support of the team's work efforts during peak periods.

Required Education and Skills:

• Bachelor's degree.
• 1+ years of Group Insurance / Stop Loss Insurance experience preferred.
• Proficiency using the Microsoft Office suite of products with good technical knowledge of Excel.
• Experience using CRM tools to track and manage the activity of sales force.
• Knowledge of group insurance, distribution, and customer service preferred.
• Strong communication skills; written and verbal.

Life is brighter when you work at Sun Life

Benefits include wellness programs supporting mental, physical, and financial well-being, generous vacation and sick time, paid family, parental, and adoption leave, a sabbatical program, medical plans, life and AD&D insurance, disability programs, and more. We also offer retirement and stock purchase programs, including a 401(k) plan with an employer match and an employer-funded retirement account.

We support a flexible work environment with a friendly, caring, and inclusive culture. Recognized as a Great Place to Work and a top employer in our regions, we are committed to diversity and inclusion.

Salary Range: $61,400 - $82,900

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.

We strive to create a flexible work environment where employees are empowered to do their best work. Flexible options are available and can be discussed during the hiring process.

LI-ML1

Our Affirmative Action Program is committed to making reasonable accommodations for individuals with disabilities or special disabled veterans. Please email [e-mail] to request an accommodation.

For California residents, please review our Privacy Policy and Notice.

Job Category:

Sales - Distribution Support

Posting End Date:

26/06/2025