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Sun Life · 2 hours ago

Client Relationship Manager

Hartford, Connecticut

Full-time

Hybrid

Entry, Mid Level

$63K/yr - $94K/yr

1+ years exp

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. As a Client Relationship Manager, you'll be responsible for managing the overall relationship and financial management of a portfolio of Health & Risk Solutions clients, focusing on building partnerships that drive growth and persistency.

FinanceFinancial ServicesInsurance

Culture & Values

Responsibilities

Establish and maintain excellent working relationships with both internal and external partners

Partner with ICs to ensure seamless implementations, proactively addressing questions and concerns

Conduct consistent, proactive education and outreach communication with external partners

Assess, clarify, and validate customer needs, proposing innovative solutions to address unique challenges

Demonstrate success in negotiation, persuasion, and solutions-based service across departments

Oversee issue resolution, identify root causes, and participate in creating solutions

Manage the ongoing lifecycle and renewal process for your assigned block of business

Handle escalated service issues from SLS, providing creative alternatives to enhance client experience

Collaborate with Sun Life Financial personnel to meet client expectations and growth objectives

Maintain in-depth knowledge of H&RS products, services, processes, and the self-insured competitive landscape

Act as a liaison between the home office and the Distribution team

Use Salesforce to manage business and document all relevant customer and broker activities

Participate in developing CRM team processes, suggesting efficiency improvements using CI Tools

Partner with CRE on projects representing the Client Success Organization

Qualification

Client Relationship ManagementSalesforceGroup Insurance ExperienceStop Loss Insurance ExperienceSelf-Funded Insurance ExperienceMicrosoft OfficeListening SkillsCommunication SkillsNegotiation SkillsOrganizational SkillsCritical ThinkingPresentation SkillsInterpersonal SkillsCollaboration Skills