Client Success Co-op - Spring 2027

Sun Life Financial; Wellesley, Northern (MA, KY); Hybrid; USD 27,000 - 39,000; Full time

Job summary

Sun Life Financial is seeking a proactive co-op to join the U.S. Client Management team within Health & Risk Solutions. You will support Client Success Specialists and Customer Relationship Executives, gaining hands-on experience in Client Management, Customer Service, and the Stop Loss insurance space.

The role emphasizes collaboration, deadline-driven multitasking, and attention to detail. You will perform Salesforce tasks, document handling, renewals, and prepare packages while developing

Qualifications

• Currently enrolled in an accredited college or university.
• Undergraduate or graduate student in Accounting, Finance, Business Administration, or related field.
• Eligible to legally work in the United States.
• Able to work full-time (40 hours/week) during internship session.

Responsibilities

• Salesforce tasks as applicable.
• Assist with Rep Splits and Broker licensing; handle administrative worksheets for new business groups.
• Add/remove Contacts on policies; submit renewals for Risk Approval.
• Create DocuSign Packages; submit cancellation requests.
• Submit Sun Life Connect access requests; assist with premium research.
• Send medical plan documents and upload to the case tracker; assist with ad hoc project work.

Skills

Customer service

Communication skills

Organizational skills

Attention to detail

Critical thinking

Multitasking

Education

Accounting / Finance / Business Administration student

Tools

MS Office

Outlook

Adobe products

Job description

At Sun Life, we’re driven by our Purpose: helping our Clients achieve 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