Senior Client Relationship Executive - National Accounts

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. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.  

The Opportunity

The Senior Client Relationship Executive is a strategic, revenue-driving role focused on managing and growing relationships with key clients and brokers. You’ll act as a trusted advisor—driving retention, identifying growth opportunities, and delivering a best-in-class client experience across Sun Life’s full suite of products and services.

What You’ll Do

Own and grow strategic client relationships

• Manage a portfolio of large, complex clients, including those with advanced benefit plans, absence management programs, and technology integrations (e.g., APIs, payroll feeds)
• Build strong, trusted partnerships with clients and brokers to drive long-term growth and retention

Drive revenue and retention

• Meet annual retention, growth, and cross-sell targets
• Identify and execute opportunities to expand client engagement and product adoption

Lead client strategy and experience

• Proactively assess client needs and deliver tailored solutions
• Serve as the primary liaison across internal teams to ensure alignment and issue resolution
• Lead renewal strategy and positioning in partnership with underwriting and sales

Collaborate across the business

• Partner with internal teams (Client Advocates, Implementation, Benefits Education, Sales) to deliver seamless client experiences
• Support finalist presentations and communicate Sun Life’s value proposition

Deliver proactive communication and insights

• Conduct regular client outreach (meetings, calls, webinars)
• Lead business reviews to assess performance, identify risks, and recommend solutions
• Stay informed on market trends and advise clients accordingly

Operate with discipline and accountability

• Manage client activity in Salesforce
• Maintain a strategic business plan aligned to territory goals
• Travel 50–60% within your assigned region

What You Bring

Relationship & Leadership Skills

• Proven ability to build and manage executive-level client relationships
• Strong communication, influence, and conflict resolution skills
• Ability to lead with integrity, collaboration, and accountability

Business & Sales Acumen

• Experience growing revenue through cross-sell and retention strategies
• Strong financial acumen and understanding of pricing, profitability, and risk
• Strategic thinker with strong planning and problem-solving capabilities

Execution & Agility

• Highly organized, self-directed, and results-oriented
• Skilled at managing multiple priorities in a fast-paced environment
• Resilient and adaptable to change

Industry Expertise

• Deep knowledge of group employee benefits and absence management
• Understanding of market trends and competitive landscape

Qualifications

• 5+ years of experience in group employee benefits; including absence management; with dental highly preferred
• Demonstrated experience managing large, complex client relationships (2,000-5,000+ lives)
• Insurance license (or ability to obtain)
• CLMS designation preferred
• Bachelor’s degree preferred

Why This Role Matters

You’ll play a critical role in driving client loyalty, delivering value, and fueling growth—while acting as a trusted partner to some of our most complex and high-impact clients.

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic locati