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Sun Life · 9 hours ago

Associate Client Success Manager

Baltimore, Maryland

Full-time

Onsite

Entry Level

$60K/yr - $90K/yr

2+ 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. The Associate Client Success Manager is responsible for maintaining and growing relationships with group benefit clients, ensuring client satisfaction, retention, and growth through effective communication and support.

FinanceFinancial ServicesInsurance

Culture & Values

Responsibilities

Ability to work with a diverse range of people

Strong relationship building skills

Excellent organizational and prioritization skills, follow through and the ability to management multiple clients matters simultaneously

Project or Account coordination experience

Excellent communication skills and sense of urgency

Compelling communicator and service oriented

Ability to navigate and adapt to a changing, fast paced work environment

Provides general support to the assigned Client Success Managers to provide proactive account management through the development of strong relationships and industry knowledge

Communicates regularly with Client Success Managers to ensure client needs and expectations are consistently met or exceeded

Acts as a liaison between PinnacleCare and the client regarding the provision of employee/group benefits services including service support, engagement, communications, technical support, operations, and overall member experience

Supports new account enrollment/implementation, and provides training and development of internal and external clients and associates as well as consultants/brokers

This includes managing employee eligibility, assisting with the development employee communication campaigns, reporting of aggregate employee utilization, etc

Facilities or assists in facilitation of resolutions of Client problems or concerns including but not limited to, handling unsatisfied group administrator calls, executive inquiries, and inappropriate requests for care

Supports check-in calls on a monthly, quarterly, or otherwise regular basis to ensure proper utilization and overall service satisfaction

Actively participates in the development of PinnacleCare’s group benefit offerings and provides input and suggestions to enhance group administrator experience

Attends Client Benefit Fairs and interacts with PinnacleCare Members and client employees

Assists in creation of regular reporting to PinnacleCare management on overall program utilization, satisfaction, and development

Qualification

Client relationship managementHealthcare knowledgeMS Office proficiencyCRM database proficiencyProject coordinationCommunicationOrganizational skillsRelationship buildingAdaptability