Strategic Client Relationship Executive - Upper Midwest

Cim

Oakbrook (KY)

On-site

USD 78,000 - 117,000

Full time

7 days ago
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Job summary

Sun Life U.S. invites a Client Relationship Executive to strengthen relationships with brokers, plan sponsors, and internal partners across the upper Mid-West.

You will guide benefits strategy, influence retention and growth, and deliver an exceptional client experience in a consultative, relationship-driven environment. With 4+ years in Employee Benefits or related fields, you’ll translate client needs into strategic plans, collaborate across underwriting, implementation, enrollment, and

Qualifications

  • 4+ years of experience in Employee Benefits, Group Insurance, Account 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.
  • Absence Management experience beneficial but not required.

Responsibilities

  • Build trusted advisor relationships with brokers and plan sponsors, providing strategic guidance across Life, Disability, Dental, Absence, and supplemental health benefit programs.
  • Understand each client's unique business goals and challenges, proactively identifying opportunities to enhance their benefits strategy and overall experience.
  • Deliver consultative recommendations that improve client outcomes while supporting retention, growth, and profitability objectives.
  • Create and execute client-specific business plans focused on engagement, retention, growth, and overall portfolio success.
  • Lead all aspects of the client relationship, serving as the primary escalation and coordination point for service-related issues.

Skills

Employee Benefits
Account Management
Relationship Management
Group Insurance

Education

Bachelor's degree preferred

Job description

Sun Life U.S. invites a Client Relationship Executive to strengthen relationships with brokers, plan sponsors, and internal partners across the upper Mid-West.

You will guide benefits strategy, influence retention and growth, and deliver an exceptional client experience in a consultative, relationship-driven environment. With 4+ years in Employee Benefits or related fields, you’ll translate client needs into strategic plans, collaborate across underwriting, implementation, enrollment, and

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