Sun Life

Member Relations Consultant

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Baltimore • Connecticut • Maine • United States

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Salary

💰 $58,800 - $88,200 per year

About the role

  • Manage member renewals end to end, including invoicing, documentation, and completion
  • Support new business invoicing and sold case implementation activities
  • Own renewal results for an assigned block of business, contributing to persistency and growth targets
  • Track and maintain accurate renewal data to ensure timely delivery to the market
  • Coordinate sold case materials and ensure all required documentation is complete
  • Serve as a primary contact for member and agent inquiries related to renewals and new sales
  • Build strong partnerships with Sales, Relationship Managers, Accounts Receivable, and Member Services teams
  • Communicate with Accounting to confirm receipt of payments and resolve invoicing issues
  • Maintain accurate documentation within CRM and related systems
  • Set clear expectations and collaborate proactively to identify risks, opportunities, and solutions throughout the renewal lifecycle

Requirements

  • 3+ years of experience in relationship, account, or customer management; healthcare or insurance experience preferred
  • Ability to understand and explain membership contracts, plan options, and administrative policies
  • Strong customer focus with excellent relationship-building skills
  • Intermediate Microsoft Excel skills with strong attention to detail and math aptitude
  • Ability to manage multiple priorities in a fast-paced, high-volume environment
  • Strong organizational, problem-solving, and communication skills
  • Flexible, collaborative mindset with a continuous improvement focus
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 & Tools
invoicingdocumentationrenewal data managementmembership contractsplan optionsadministrative policiesMicrosoft Excelproblem-solving
Soft Skills
customer focusrelationship-buildingorganizational skillscommunication skillscollaborative mindsetattention to detailflexibilityability to manage multiple priorities