Senior Client Relationship Executive

Sun Life; Charlotte (NC); On-site; USD 102,000 - 153,000; Full time

Benefits offered by this job

Generous vacation and sick time

Comprehensive medical coverage

401(k) with employer match

Stock purchase options

Sabbatical program

Top employer recognition

Job summary

Sun Life U.S. is seeking a Senior Client Relationship Executive to manage strategic client relationships with large, complex group benefits clients and broker partners. You will collaborate with employers with sophisticated benefits programs, absence management, and complex tech integrations.

You will lead proactive reviews, advise clients on optimizing benefits programs, and work with cross-functional teams to deliver value-driven solutions that drive growth and client satisfaction.

Qualifications

• 5+ years of experience in group employee benefits, account management, client relationship management.
• Experience managing large, complex client relationships and delivering strategic business solutions.
• Strong presentation, communication, and consultative relationship-building skills.

Responsibilities

• Build strategic client relationships with a diverse portfolio of clients and brokers.
• Drive client retention and growth through renewal strategies and cross-functional collaboration.
• Deliver exceptional client experiences by coordinating resources and guiding implementations.

Skills

Strategic relationship management

Client retention and account growth

Group Employee Benefits and insurance

Executive-level communication

Cross-functional leadership and impact

Business planning and consulting

Project management and organization

Creative problem-solving

Education

College degree preferred

Job description

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

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.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.

Job Description

Senior Client Relationship Executive

Locations: Opportunities available for US - Southeast, Central and Mid-Atlantic Regions

As a Senior Client Relationship Executive (SCRE), you'll serve as a strategic advisor and relationship manager for some of our most valued clients and broker partners. You'll work closely with employers that have sophisticated benefits programs, absence management solutions, and complex technology integrations.

In this highly visible role, you'll combine relationship management, business consulting, and growth strategy to ensure clients receive exceptional service while maximizing the value of their partnership with Sun Life.

If you thrive in a consultative, client-facing environment and enjoy solving complex business challenges, we'd love to hear from you.

What You'll Do

Build Strategic Client Relationships

• Serve as the relationship manager for a diverse portfolio of large and complex group benefits clients.
• Develop and maintain strong partnerships with clients, benefit administrators, brokers, and key stakeholders.
• Act as a trusted advisor, helping clients optimize their benefits programs and achieve their business objectives.
• Lead proactive business reviews and strategic discussions focused on performance, service, and growth opportunities.

Drive Client Retention and Growth

• Partner with clients and brokers to identify opportunities to expand Sun Life products and services.
• Support retention efforts through thoughtful renewal strategies and ongoing relationship management.
• Collaborate with sales, underwriting, implementation, and service teams to deliver value-driven solutions.
• Help achieve client satisfaction, loyalty, retention, and revenue growth objectives.

Deliver Exceptional Client Experiences

• Anticipate client needs and proactively develop solutions to address challenges.
• Coordinate internal resources to ensure timely issue resolution and seamless service delivery.
• Guide clients through implementation, enrollment, and ongoing benefits administration processes.
• Educate clients on industry trends, market developments, and best practices.

Lead Through Collaboration

• Serve as a key liaison between clients, brokers, and Sun Life teams.
• Influence and align cross-functional partners to deliver exceptional outcomes.
• Share expertise and provide leadership within the account management organization.
• Foster a culture of partnership, accountability, and continuous improvement.

What You Will Bring

Required Qualifications

• 5+ years of experience in group employee benefits, account management, client relationship management
• Experience managing large, complex client relationships and delivering strategic business solutions.
• Strong presentation, communication, and consultative relationship-building skills.
• Proven ability to influence stakeholders and collaborate across multiple teams.
• Strong business, financial, analytical, and problem-solving capabilities.
• Current insurance license or ability to obtain one upon hire.

Preferred Qualifications

• Experience supporting national, key, or strategic accounts.
• Knowledge of group benefits, absence management, and employee benefits administration.
• Understanding of benefit technology integrations, including APIs and data exchange solutions.
• College degree preferred.
• Certified Leave Management Specialist (CLMS) designation preferred.

Skills That Will Help You Succeed

• Strategic relationship management
• Client retention and account growth
• Group Employee Benefits and insurance expertise
• Executive-level communication
• Cross-functional leadership and influence
• Business planning and consulting
• Project management and organization
• Creative problem-solving and critical thinking

Travel

• Travel is required approximately 50% to 60% of the time, depending on territory needs.
• Locations: Opportunities available for US - Southeast, Central and Mid-Atlantic Regions

Why This Role?

This is an opportunity to become a trusted partner to leading employers and brokers while helping shape the client experience for one of the industry's most respected employee benefits organizations. You'll have the chance to influence strategy, build meaningful relationships, and directly contribute to client success and business growth.

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Salary Range: $101,700 - $152,600

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email [e-mail] to request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Category

Sales - Client Relationship Management

Posting End Date

18/09/2026