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Sun Life · 2 weeks ago

Senior Client Relationship Executive - National Accounts

United States

Full-time

Remote

Mid, Senior Level

$102K/yr - $153K/yr

5+ years exp

Sun Life is one of the largest providers of employee and government benefits in the U.S. The Senior Client Relationship Executive is responsible for managing complex client relationships and driving revenue growth through strategic partnerships and proactive client engagement.

FinanceFinancial ServicesInsurance

Culture & Values

Responsibilities

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

Qualification

Client Relationship ManagementSales SkillsFinancial AcumenInsurance LicenseCertified Leave Management SpecialistAnalytical SkillsCommunication SkillsProject ManagementProblem SolvingTeam LeadershipPresentation Skills

Required

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

Strong analytical, mathematical and problem solving skills

Excellent verbal and written communication skills