Client Success Co-op - Spring 2027

Sun Life; Wellesley (MA); On-site; USD 28,000 - 39,000; Full time

Job summary

Sun Life invites motivated students to join the U.S. Client Management team as a co-op. You will support Client Success Specialists and Customer Relationship Executives while gaining hands-on experience in Client Management, Customer Service, and the Stop Loss insurance space.

We are seeking undergraduates or graduates studying Accounting, Finance, or Business Administration who are eligible to work in the United States. This internship is full-time with compensation of $24 per hour.

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

MS Office

Communication skills

Multitasking

Detail-oriented

Education

Accounting/Finance/Business Administration student

Tools

MS Office (Word, Excel, PowerPoint)

Outlook

Adobe products

Job description

At Sun Life,we’redriven by our Purpose: helping our Clientsachieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and communities, while building the skills and experience that allow you to grow in a meaningful and rewarding way.

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 Will Include, But Are Not Limited To

• 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

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. Please email [e-mail] to request an accommodation.

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.

Job Category

Temporary Employee

Posting End Date

16/10/2026