Client Manager

Wellesley, MA, United States

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

At Sun Life, we look for optimistic people who want to make life brighter for ourClients.We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work.Every day,you’ll be empowered and challengedbyworking withdynamic colleaguesto find new and innovative ways to make Sun Life the best benefits company in America.

The opportunity:

In the Client Manager Role (CM), you will work directly with the Stop Loss Specialists (SLS) to manage prospect, sold case, and renewal inventory. The CM also works with brokers and third-party administrators (TPA) to manage complex service inquiries. The CM is required to look for creative ways to solve our customers’ problems and bring them to resolution.

This includes but is not limited to prospect and renewal activity, policy implementation, claims issues, broker compensation issues, and revision requests. This position requires strong negotiation skills to influence decisions that meet both customer needs and the company’s goals and priorities. This position is primarily based in the Wellesley, MA and Windsor, CT office locations; however, we offer flexible work arrangements.

How you will contribute:

Partnering with SLS in the implementation and execution of prospect and renewal activity

Maintaining an effective quote and renewal pipeline for each SLS

Providing SLS case level support, working with underwriting, delivering, and following up on proposals, capturing final outcome, and identifying sold plan designs

Providing SLS renewal support, acquiring required data for underwriting, delivering renewal packages, capturing final outcome, and identifying sold plan designs

Managing service issues for all in-force policies to ensure customer satisfaction and positively influence persistency

Servicing existing Sun Life brokers and TPAs by responding to phone calls and e-mails requesting assistance

Maintaining and updating Client Relationship Management system regarding telephone conversations and activities in designated territories

Maintaining an in-depth knowledge of the Stop Loss products, services and processes, and the overall Self-Insured industry and competitive landscape

Acting as a liaison between the home office and the Stop Loss Specialists in the field

Preparing and distributing marketing materials to SLS, brokers, and TPAs

What you will bring with you :

Bachelor’s degree

The ability to work with a diverse range of people

1+years of Group Insurance / Stop Loss Insurance experience

Proficiency using the Microsoft Office suite of products

Experience using CRM tools to track and manage the activity of sales force

Knowledge of group insurance, distribution, and customer service

Strong communication skills; written and verbal (with strong telephone presence)

Demonstrated ability to work autonomously and as part of a cohesive team

Demonstrated success in negotiation, persuasion, and solutions‐based service requiring cross departmental involvement

Proven record of providing strong and effective customer service

Ability to work in a fast-paced environment; flexibility to handle multiple priorities while maintaining a high level of professionalism and responsiveness

Excellent problem-solving skills

Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

Life is brighter when you work at Sun Life

Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more

Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account

A flexible work environment with a friendly, caring, collaborative and inclusive culture

Great Place to Work® Certified in Canada and the U.S.

Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are a California resident, the salary range for this position is:

Southern region: $61,700 - $92,600 annually

Central region: $65,000 - $97,500 annually

Northern region: $69,500 - $104,300 annually

If you are a Colorado resident, the salary range for this position is $58,900 - $88,400 annually

If you are a New York resident, the salary range for this position is $69,500 - $104,300 annually.

If you are Washington resident, the salary range for this position is $65,000 - $97,500 annually.

We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email [email protected] to request an accommodation.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

Job Category:

Sales - Distribution Support

Posting End Date:

09/01/2024

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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