Strategic Client Relationship Leader - Benefits & Growth

Sun Life Financial; Kansas City (MO); On-site; USD 102,000 - 153,000; Full time

Benefits offered by this job

Discretionary annual incentive

Comprehensive benefits package

Travel up to 60%

Job summary

Sun Life Financial in the United States seeks a Senior Client Relationship Executive to serve as a strategic advisor and relationship manager for large, complex group benefits clients and broker partners.

In this remote, travel-heavy role, you will lead proactive business reviews, drive client retention and growth, coordinate with sales, underwriting, implementation and service teams to deliver value-driven solutions, and educate clients on industry trends and best practices.

Qualifications

• 5+ years of experience in group employee benefits and client relationship management.
• Strong presentation, communication, and consultative relationship-building skills.
• Proven ability to influence stakeholders and collaborate across multiple teams.
• Current insurance license or ability to obtain one upon hire.
• Experience supporting national or strategic accounts.
• Knowledge of group benefits, absence management, and employee benefits administration.

Responsibilities

• Build Strategic Client Relationships with a diverse portfolio of large and complex group benefits clients.
• Develop and maintain strong partnerships with clients, benefit administrators, brokers, and key stakeholders.
• Lead proactive business reviews and strategic discussions focused on performance, service, and growth opportunities.
• Drive Client Retention and Growth by identifying expansion opportunities with clients and brokers.
• Collaborate with sales, underwriting, implementation, and service teams to deliver value-driven solutions.
• Deliver Exceptional Client Experiences by anticipatng needs and ensuring timely issue resolution.
• Educate clients on industry trends, market developments, and best practices.
• Lead Through Collaboration by aligning cross-functional partners and sharing expertise.

Skills

Strategic relationship management

Client retention and account growth

Executive-level communication

Cross-functional leadership

Project management

Creative problem-solving

Business planning

Education

Bachelor's degree preferred

Certified Leave Management Specialist (CLMS) designation preferred

Job description

Sun Life Financial in the United States seeks a Senior Client Relationship Executive to serve as a strategic advisor and relationship manager for large, complex group benefits clients and broker partners.

In this remote, travel-heavy role, you will lead proactive business reviews, drive client retention and growth, coordinate with sales, underwriting, implementation and service teams to deliver value-driven solutions, and educate clients on industry trends and best practices.