Senior Client Relationship Executive

Sun Life Financial; Portland (ME); Remote; USD 101,000 - 153,000; Full time

Job summary

An established industry player is seeking a Senior Client Relationship Executive to manage complex client relationships and drive revenue growth. This role involves strategic relationship management, collaboration with internal teams, and proactive client engagement to ensure satisfaction and retention. The ideal candidate will possess strong analytical and communication skills, with a proven track record in the employee benefits sector. Join a dynamic team that values innovation and inclusivity, and contribute to making a positive impact on clients and communities. If you are passionate about building relationships and driving results, this opportunity is for you.

Benefits

Generous vacation and sick time

Market-leading paid family leave

401(k) plan with employer-paid match

Flexible work environment

Disability programs

Partially-paid sabbatical program

Excellent benefits and wellness programs

Qualifications

• 5+ years in Employee Benefit industry with strategic account management.
• Must hold current insurance license or ability to obtain immediately.

Responsibilities

• Manage relationships with complex clients and brokers to meet growth targets.
• Collaborate with internal teams to provide value-added solutions.

Skills

Relationship Management

Sales Skills

Analytical Skills

Communication Skills

Problem Solving

Education

5+ years of industry experience

College degree preferred

Certified Leave Management Specialist (CLMS)

Tools

Salesforce

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.

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

Job Description:

What you will do:

The Senior Client Relationship Executive (SCRE) is responsible for the overall relationship and financial management of our most complex clients including, but not limited to:

• Large clients or blocks of clients with complex benefit plans and administration requirements
• Clients who purchase Absence Management services with Sun Life
• Clients with complex technology needs including Application Program Interface (API), Reverse File Feeds (Payroll and Time and Attendance)
• May assume team leadership responsibilities

This position is a key strategic relationship management and revenue generating resource for policyholders, brokers and the Sun Life organization. This position is focused on internal and external partnerships and strategies that will result in long term growth and persistency.

The Senior Client Relationship Executive represents the entire range of employer and employee-paid Sun Life products and services their assigned brokers and policyholders, excluding Stop Loss and MGIS. The SCRE will proactively seek opportunities to increase revenue; both organically and through cross-sell opportunities.

The SCRE is a trusted advisor to the broker/policyholder and educates and trains their clients while maintaining the perspective of the client and Sun Life.

The SCRE will respond to the client’s needs by striving for and achieving internal alignment through collaboration.

Specific Accountabilities

• Establishes and maintains productive, professional relationships with key personnel for assigned clients and brokers
• Collaborates with SLF personnel, including support, service, and management resources, in order to meet client’s expectations and provide value-added solutions and meet growth and persistency objectives and managing client’s expectations
• Meet annual retention targets, business growth targets (including cross-sell) and client loyalty goals through Benefit Administrator (BA) satisfaction surveys
• Proactively assesses, clarifies, and validates client needs on an ongoing basis. Creates communication plans and clearly relays the information to clients and brokers.
• Develops and maintains excellent working relationships with the Client Advocate and/or Sr. Client Advocate and other internal service departments to oversee resolution of issues
• Participates in Finalist presentations representing the Sun Life account management and service value story. Understands and clearly explains the value of Sun Life, our business partnerships and the strength of our products.
• Partners and collaborates with territory EBR / NAEBR to ensure a mutual understanding of territory goals and objectives. Develops plans of action (through use of business plan) to act on those goals and objectives.
• Partners with Implementation Consultant throughout the implementation process
• Partners with Benefit Education team to strategize on enrollment and re-enrollment needs
• Conducts consistent, proactive education/outreach communication with brokers/clients in the form of: in person meetings, scheduled call-outs, email, conference calls, webinars, etc.
• Conduct Installation meeting upon completion of the implementation process to educate BA’s on Sun Life administrative policies and procedures (in person or by phone)
• Remains up to date on market changes that impact their BAs and provides consultation on how Sun Life may assist with their changing needs
• Conducts regular case reviews with internal departments as well as with the client, reviewing claims experience and administrative processes – identifies areas of concern and collaborates with brokers, clients and internal teams to address problem areas and recommend additional Sun Life products/services
• Facilitates the renewal process; accountable for renewal preparation and consultation with EBR/NAEBR and Underwriting on overall service experience and client needs to best position the client to renew with Sun Life
• Acts as the liaison for agency partners and internal team; display active listening skills and bridge relationships between Policyholders and Home Office partners to lead the team to find creative solutions in selling, problem solving and team building
• Effectively communicates, networks and builds relationships that can lead the team to find creative solutions in selling, problem solving and team building
• Uses Salesforce to manage business, and ensure all relevant client and broker activities are documented
• Travel Required: 50% to 60% of time depending on the territory

What you will need to succeed:

Leadership, Communication & Relationship Management

• Displays integrity through transparency, honest dealings, predictable reactions and well-controlled emotions. Demonstrate the ability to be fair and consistent in all professional dealings. Regularly acknowledge each team member’s contributions and successes to the team.
• Engages as an interventionist or change agent for growth initiatives. Is a trendsetter for the team to understand, implement, and communicate new ideas and processes.
• Takes ownership of action and thought. Understands value in partnership and displays a strong knowledge of the culture of Sun Life, of the market, their clients and brokers
• Possesses superior relationship management skills; demonstrated ability to build and foster productive and healthy relationships with sales and home office partners; Addresses conflict by working with others to resolve differences in a professional and productive manner
• Maintain and represent the integrity of our organization while balancing the needs of the client
• Ability to independently organize and prioritize daily/weekly working structure to meet business activity goals and client needs
• Ability to communicate to clients how to most effectively work with Sun Life to foster more BA self service capabilities.
• Ability to work with a diverse range of people
• Business planning; establish a proactive contact strategy
• Effectively develops and delivers a written and verbal elevator pitch: Company, Product and Self

• Sales Skills:

• Positioning statements for cross selling and ensuring future growth opportunities
• Interviewing skills
• Effective listening skills; note taking, recording data; active listening skills
• Written and rehearsed request for business
• Establishing next contact date and objective

• Knowledge and Skills

• Superior presentation skills
• Strong knowledge of the full suite of Sun Life product and service offerings, including thorough knowledge of our Absence Management solutions
• Demonstrated success in managing complex client relationships (innovative critical thinker with a strong ability to resolve complex issues)
• Ability to approach business planning strategically and creatively
• Demonstrates resilience by reacting positively to changes and maintains poise, focus and flexibility when encountering difficulties or obstacles
• Results oriented and goal driven with superior collaboration and influencing skills;
• Develops a high level of credibility with internal and external partners
• Self-starter; able to work successfully both independently and interdependently within a team environment and within a mobile environment
• Adept at project management and multi-tasking
• Strong financial acumen with a focus on achieving profitable growth; Solid understanding of product pricing, profitability and risk/underwriting rules/guidelines
• Strong knowledge of Market and competitor landscape

Required Education and Skills:

• 5+ years of industry experience; Employee Benefit industry and/or knowledge of Group Benefit design, with specific working experience in a national, key, or strategic account management field
• Must hold current insurance license or have ability to obtain immediately
• Certified leave management Specialist (CLMS) designation preferred
• College degree preferred
• Strong analytical, mathematical and problem solving skills;
• Excellent verbal and written communication skills

Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.

Life is brighter when you work at Sun Life

• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more

• Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account

• A flexible work environment with a friendly, caring, collaborative and inclusive culture

• Great Place to Work Certified in Canada and the U.S.

• Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running

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.

Salary Range: $101,700 - $152,600

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.

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

#LI-remote

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.