Account Manager

Sun Life

Account Manager managing client relationships and financial outcomes for Health & Risk Solutions. Collaborating with internal teams to ensure seamless client experiences and successful outcomes.

Posted 5/16/2026full-timeWellesley Hills • Connecticut, Maine, Maryland, Massachusetts, Montana • 🇺🇸 United StatesJuniorMid-Level💰 $63,000 - $94,500 per yearWebsite

About the role

Key responsibilities & impact

Establish and maintain strong relationships with clients, brokers, TPAs, and internal partners
Manage the full lifecycle of assigned business, including prospect activity, sold case implementation, renewal inventory, and contract delivery
Conduct proactive outreach through calls, emails, and meetings to assess, clarify, and validate client needs
Leverage strong negotiation and influencing skills to align client needs with business objectives
Manage escalated service issues to enhance the client experience
Oversee eligibility, engagement strategies, and communication campaigns for Health Capabilities products
Use Salesforce and CRM tools to manage account activity and documentation
Collaborate with SLF personnel across support, service, and leadership teams to meet client expectations
Support Client Services initiatives in partnership with Senior Account Managers

Requirements

What you’ll need

Bachelor’s degree
1–3 years of experience in Group, Stop Loss, and Self-Funded insurance
Proven ability to deliver strong customer service and build effective client relationships with professionalism and responsiveness
Exceptional verbal, written, and interpersonal communication skills, including strong presentation capabilities
Demonstrated success in negotiation, persuasion, and solutions-based service requiring cross-department collaboration
Strong organizational, prioritization, and multitasking skills with the ability to manage multiple tasks in a fast-paced environment
Strong critical thinking and problem-solving skills with the ability to assess needs and recommend solutions
Ability to work independently and collaboratively while maintaining professionalism, accountability, and a results-oriented mindset
Proficiency in Microsoft Office, including Excel
Experience using CRM tools to track and manage account activity

Benefits

Comp & perks

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 that supports career growth

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer servicenegotiationpersuasionproblem-solvingcritical thinkingmultitaskingorganizational skillspresentation skillsMicrosoft OfficeExcel

Soft Skills

relationship buildingcommunicationcollaborationprofessionalismresponsivenessaccountabilityresults-oriented mindset

Certifications

Bachelor’s degree