Hybrid Health Navigator Client Success Lead

Sun Life; Milwaukee (WI); Hybride; USD 59 000 - 88 000; Plein temps

Avantages offerts par ce poste

Comprehensive benefits

401(k) matching

Paid time off

Résumé du poste

Sun Life U.S. is a leading provider of employee and government benefits, serving clients nationwide. The Client Success Manager will partner with clients, brokers, and sales teams to guide implementation through ongoing service and growth in Health Navigator solutions.

Hybrid work is supported; travel up to 15% is expected to meet clients and open enrollment periods. Candidates should have 3+ years in client success or related roles and strong relationship-building skills.

Qualifications

• 3+ years of experience in client success, account management, or related role.
• Experience or knowledge in health solutions, employee benefits, or insurance preferred.
• Ability to build credibility with clients, brokers, and cross-functional teams.
• Excellent verbal and written communication skills and problem-solving abilities.

Responsabilités

• Own the day-to-day relationship for an assigned regional portfolio of Health Navigator clients.
• Partner with sales and internal teams to understand client needs and establish a service plan.
• Lead clients through implementation, enrollment, training, and ongoing service.
• Build trusted relationships through regular business reviews and check-ins.

Connaissances

Client success

Relationship management

Communication

Project management

Travel readiness

Formation

Bachelor's degree or equivalent

Outils

CRM systems

Microsoft Office

Description du poste

Sun Life U.S. is a leading provider of employee and government benefits, serving clients nationwide. The Client Success Manager will partner with clients, brokers, and sales teams to guide implementation through ongoing service and growth in Health Navigator solutions.

Hybrid work is supported; travel up to 15% is expected to meet clients and open enrollment periods. Candidates should have 3+ years in client success or related roles and strong relationship-building skills.