Hybrid Client Success Lead - Health Navigator Solutions

PinnacleCare, Inc.; Hartford (CT); Hybrid; USD 59.000 - 88.000; Vollzeit

Benefits dieser Stelle

Generous vacation and sick time

401(k) employer match

Stock purchase options

Sabbatical program

Zusammenfassung

Sun Life U.S. is seeking a Client Success Manager for the Health & Risk Solutions Stop Loss group to guide accounts from implementation through ongoing service, engagement, and growth.

You will partner with sales, coordinate across departments, and build trusted client relationships while delivering a seamless Health Navigator experience. This role requires proactive management and travel up to 15% across the United States.

Qualifikationen

• Bachelor’s degree or equivalent education/experience.
• 2–4+ years in client success, account management, or related roles.
• Experience in health solutions, employee benefits, or group insurance preferred.
• Proven ability to build credibility and trusted client relationships.
• Excellent verbal and written communication; strong presentation skills.
• Strong problem-solving, organization, and project management capabilities.

Aufgaben

• Own day-to-day relationship for an assigned regional Health Navigator client portfolio.
• Collaborate with sales and internal teams after a new sale to align client needs with a service plan.
• Lead clients through implementation, enrollment, launch, training, and ongoing service.
• Conduct regular business reviews to drive satisfaction, utilization, engagement, retention, and growth.
• Coordinate with teams to deliver an integrated Health Navigator experience across Sun Life products.
• Identify and drive resolution of complex issues raised by clients or administrators.

Kenntnisse

Relationship management

Communication skills

Organizational skills

Travel up to 15%

Ausbildung

Bachelor’s degree or equivalent

Tools

Microsoft Office

CRM systems

Jobbeschreibung

Sun Life U.S. is seeking a Client Success Manager for the Health & Risk Solutions Stop Loss group to guide accounts from implementation through ongoing service, engagement, and growth.

You will partner with sales, coordinate across departments, and build trusted client relationships while delivering a seamless Health Navigator experience. This role requires proactive management and travel up to 15% across the United States.