Strategic Client Relationship Lead – Upper Midwest

Cim; Edina (MN); On-site; USD 78,000 - 117,000; Full time

Job summary

Sun Life U.S. is a leading provider of employee and government benefits nationwide, seeking a Client Relationship Executive to guide a portfolio of group benefits clients in the upper Midwest.

You’ll partner with brokers, plan sponsors, and internal teams to drive retention and growth and deliver exceptional client experiences. The role emphasizes strategic consulting, program optimization across Life, Disability, Dental, Absence, and supplemental health benefits, and collaboration to align with

Qualifications

• Relationship-first mindset with ability to build credibility with clients, brokers, and internal partners.
• Proven consultative selling and account management skills.
• Strong business planning and territory management capabilities.
• Excellent presentation, communication, and negotiation skills.
• The ability to influence, problem-solve, and navigate complex situations with confidence.
• Strong analytical and organizational skills with the ability to manage multiple priorities.
• A proactive, self-directed approach and a passion for driving results.
• Resilience, adaptability in a fast-paced environment.

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 goals and challenges, proactively identifying opportunities to enhance their benefits strategy.
• 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.

Skills

relationship-first mindset

consultative selling

account management

presentation skills

communication skills

negotiation skills

analytical skills

organizational skills

proactive/self-directed

driving results

Education

Bachelor's degree

Job description

Sun Life U.S. is a leading provider of employee and government benefits nationwide, seeking a Client Relationship Executive to guide a portfolio of group benefits clients in the upper Midwest.

You’ll partner with brokers, plan sponsors, and internal teams to drive retention and growth and deliver exceptional client experiences. The role emphasizes strategic consulting, program optimization across Life, Disability, Dental, Absence, and supplemental health benefits, and collaboration to align with