Strategic Client Relationship Executive — Upper Midwest

Sun Life; Edina (MN); On-site; USD 75,000 - 115,000; Full time

Job summary

Sun Life U.S. is seeking a Client Relationship Executive to manage a portfolio of group benefits clients in the upper Mid-West and act as a strategic advisor to brokers and plan sponsors. You’ll drive long-term success by aligning client goals with Sun Life solutions, guiding benefit strategy, and delivering exceptional service.

The role emphasizes building trusted partnerships, identifying opportunities, and collaborating with internal teams to optimize client outcomes and growth.

Qualifications

• 4+ years of experience in Employee Benefits, Group Insurance, Account Management, Client Relationship Management.
• Knowledge of group employee benefit plans and benefit design.
• Experience working with brokers, employers, or corporate clients preferred.
• Bachelor's degree preferred.
• Current insurance license is a plus.

Responsibilities

• Serve as the primary relationship manager for a portfolio of group benefits clients, collaborating with brokers, plan sponsors, sales teams, and service partners.
• Build trusted advisor relationships with brokers and plan sponsors, guiding across Life, Disability, Dental, Absence, and supplemental health programs.
• Deliver consultative recommendations to improve client outcomes and support retention, growth, and profitability.
• Lead client reviews and coordinate with underwriting, implementation, enrollment, claims, operations and service teams.
• Guide clients through implementation, renewals, enrollment strategies, and ongoing plan administration.
• Conduct regular business reviews, providing insights into claims experience and plan performance.

Skills

Relationship building

Consultative selling

Account management

Presentation skills

Negotiation skills

Analytical skills

Organizational skills

Self-motivation

Education

Bachelor's degree preferred

Insurance license a plus

Job description

Sun Life U.S. is seeking a Client Relationship Executive to manage a portfolio of group benefits clients in the upper Mid-West and act as a strategic advisor to brokers and plan sponsors. You’ll drive long-term success by aligning client goals with Sun Life solutions, guiding benefit strategy, and delivering exceptional service.

The role emphasizes building trusted partnerships, identifying opportunities, and collaborating with internal teams to optimize client outcomes and growth.