Health & Benefits Client Success Manager

Sun Life; Hartford (CT); Hybrid; USD 59,000 - 88,000; Full time

Benefits offered by this job

Generous vacation and sick time

Paid family leave

Medical coverage

Life and AD&D insurance

Disability programs

Sabbatical program

401(k) employer match

Stock purchase options

Job summary

Sun Life U.S. embraces a hybrid work model balancing in-office collaboration with the flexibility of virtual work in the contiguous states plus AK.

As a Client Success Manager within Health & Risk Solutions Stop Loss, you will guide assigned accounts from implementation through ongoing service, engagement, retention, and growth, translating client needs into coordinated solutions. You will own day‑to‑day relationships, coordinate with sales and internal teams, lead enrollment and training,

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• Three or more years in client success, account management, or equivalent client-facing role.
• Experience or working knowledge in health solutions, employee benefits, or insurance preferred.
• Ability to build credibility with clients, brokers, consultants and cross-functional teams.
• Strong communication, presentation and interpersonal skills.

Responsibilities

• Own day-to-day relationship for an assigned regional portfolio of Health Navigator clients.
• Lead clients through implementation, enrollment, launch, training and ongoing service.
• Coordinate with sales, operations, service, marketing and technical support to deliver integrated experience.
• Build relationships via regular business reviews and check-ins focused on satisfaction and growth.
• Monitor client metrics and translate findings into actionable recommendations.
• Maintain accurate documentation of client interactions in CRM.

Skills

Client success

Account management

Relationship management

Communication skills

Presentation skills

Problem solving

Data analysis

Travel coordination

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Microsoft Office

Job description

Sun Life U.S. embraces a hybrid work model balancing in-office collaboration with the flexibility of virtual work in the contiguous states plus AK.

As a Client Success Manager within Health & Risk Solutions Stop Loss, you will guide assigned accounts from implementation through ongoing service, engagement, retention, and growth, translating client needs into coordinated solutions. You will own day‑to‑day relationships, coordinate with sales and internal teams, lead enrollment and training,