Client Relationship Manager
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Wellesley Hills • Connecticut, Maryland, Massachusetts, Montana • 🇺🇸 United States
Visit company websiteSalary
💰 $63,000 - $94,500 per year
Job Level
JuniorMid-Level
About the role
- 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
Requirements
- Bachelor's degree and/or 1-3 years of Group, Stop Loss, and Self-Funded insurance experience (preferred)
- Exceptional communication skills and strong relationship-building abilities
- Proven success in negotiation, persuasion, and solutions-based service
- Strong record of effective customer service
- Excellent organizational and prioritization skills
- Ability to work in a fast-paced environment, managing multiple priorities
- Critical thinking skills and autonomous work capability
- Proficiency in Microsoft Office suite, especially Excel
- Experience with CRM tools, particularly Salesforce
- Strong presentation and interpersonal skills
- Effective listening and note-taking abilities
- Results-oriented mindset and superior collaboration skills
Benefits
- generous vacation and sick time
- market-leading paid family, parental and adoption leave
- medical coverage
- company paid life and AD&D insurance
- disability programs
- partially paid sabbatical program
- 401(k) employer match
- stock purchase options
- employer-funded retirement account
- flexible, inclusive and collaborative work environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Group insuranceStop Loss insuranceSelf-Funded insuranceCustomer serviceNegotiationPersuasionCritical thinkingOrganizational skillsPrioritizationPresentation skills
Soft skills
Relationship-buildingCommunicationCollaborationListeningNote-takingResults-oriented mindsetAutonomous work capabilityProblem-solvingCreativityAdaptability
Certifications
Bachelor's degree