Client Success Co-op - Spring 2027

Sun Life Financial; United States; On-site; USD 28,000 - 39,000; Full time

Job summary

Sun Life Financial in the United States is offering a paid intern co-op in Client Management within Health & Risk Solutions. You will support our Client Success Specialists and Customer Relationship Executives, gaining hands-on exposure to Client Management, Customer Service, and the Stop Loss insurance industry.

Currently enrolled students in Accounting, Finance, Business Administration, or related fields, eligible to work in the United States, and able to commit to full-time (40 hours/week)

Qualifications

• Currently enrolled in an accredited college or university during the time of internship.
• Preferably in their final year of undergraduate studies.
• Must be an undergraduate or graduate student in Accounting, Finance, Business Administration, or related field of study.
• Eligible to legally work in the United States.
• Ability to work full-time (40 hours/week) during Intern session.

Responsibilities

• Salesforce tasks as applicable.
• Assist with the completion of Rep Splits and Broker licensing.
• Pursuit, collection, and transfer of Administrative Worksheets for new business groups.
• Adding/removing Contacts on policies.
• Submitting renewals for Risk Approval.
• Creating DocuSign Packages.
• Submitting cancellation requests.
• Completing Sun Life Connect access requests.
• Providing ISL Account Summaries/EORs as requested.
• Assist with premium research.
• W-9 and Schedule A Requests.
• Sending medical Plan Documents to Product.
• Uploading medical Plan Documents to the sold case tracker.
• Sending Contracts.
• Ad Hoc project work (as needed).

Skills

Customer-facing experience

Excellent communication

Attention to detail

Multitasking

Critical thinking

Organizational skills

Education

Undergraduate or graduate student in Accounting, Finance, Business Administration, or related field

Tools

MS Office

Adobe products

Job description

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.

What’s it like to work at Sun Life?

You’ll find it dynamic and highly professional; collaborative and supportive. We encourage career mobility. Sun Life is also a socially responsible employer, supporting the communities in which we live and work, with a globally recognized commitment to the environment and sustainability.

The Role

The Sun Life U.S. Client Management team with Health & Risk Solutions is looking for a proactive, positive, and dynamic team player to join our team as a co-op. This role would support our Client Success Specialists and Customer Relationship Executives. As a member of our team, you will gain valuable hands‑on experience. This is an excellent opportunity to experience various aspects of Client Management, Customer Service, and the Stop Loss insurance industry.

Responsibilities

• Salesforce tasks as applicable.
• Assist with the completion of Rep Splits and Broker licensing.
• Pursuit, collection, and transfer of Administrative Worksheets for new business groups.
• Adding/removing Contacts on policies.
• Submitting renewals for Risk Approval.
• Creating DocuSign Packages.
• Submitting cancellation requests.
• Completing Sun Life Connect access requests.
• Providing ISL Account Summaries/EORs as requested.
• Assist with premium research.
• W-9 and Schedule A Requests.
• Sending medical Plan Documents to Product.
• Uploading medical Plan Documents to the sold case tracker.
• Sending Contracts.
• Ad Hoc project work (as needed).

Core skill sets needed for this role

• Prior experience in a customer-facing role.
• Working knowledge of MS office (Word, Excel, PowerPoint), Outlook and Adobe products.
• Excellent written and verbal communication skills.
• Proactive, able to manage multiple projects with demanding deadlines in a fast-paced environment.
• Highly motivated, organized, self-driven, focused, with strong attentive to detail.
• Critical thinking skills.

The Candidate - must meet the following requirements

• Currently enrolled in an accredited college or university during the time of internship.
• Preferably in their final year of undergraduate studies.
• Must be an undergraduate or graduate student in Accounting, Finance, Business Administration, or related field of study.
• Eligible to legally work in the United States.
• Ability to work full-time (40 hours/week) during Intern session.

Compensation

$24.00/hr

Job Category

Temporary Employee

Posting End Date

16/10/2026

Company Culture

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future.

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. 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. 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.

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