Health Navigator Client Success Lead

Sun Life Financial; Baltimore (MD); Hybrid; USD 59,000 - 88,000; Full time

Benefits offered by this job

Vacation and sick time

Medical coverage

401(k) match

Life and AD&D insurance

Job summary

Sun Life U.S. is seeking a Client Success Manager to guide Health Navigator clients from onboarding through ongoing service, ensuring satisfaction and retention across Sun Life products.

You will partner with sales, operations, and technical teams to translate client needs into coordinated solutions, lead trainings and enrollments, and drive growth opportunities while maintaining strong relationships with brokers and executives.

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.

Responsibilities

• Own the day-to-day relationship for an assigned regional portfolio of Health Navigator clients, serving as the primary contact for group benefit clients, brokers, consultants, and strategic partners.
• Lead clients through implementation, enrollment, launch, training, and ongoing service, ensuring clear expectations, timely follow-through, and a consistent experience.
• Coordinate across sales, operations, service, marketing, technical support, and other partners to deliver an integrated Health Navigator experience across Sun Life products.
• Identify, own, and drive timely resolution of complex or escalated issues, including concerns raised by group administrators and executive stakeholders.
• Develop and deliver client, broker, consultant, and sales education through webinars, meetings, benefit fairs, and other engagement activities.

Skills

Client success

Account management

Communication

Cross-functional

Education

Bachelor’s degree

Tools

Microsoft Office

CRM systems

Job description

Sun Life U.S. is seeking a Client Success Manager to guide Health Navigator clients from onboarding through ongoing service, ensuring satisfaction and retention across Sun Life products.

You will partner with sales, operations, and technical teams to translate client needs into coordinated solutions, lead trainings and enrollments, and drive growth opportunities while maintaining strong relationships with brokers and executives.