Client Relationship Executive

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.

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Job Description:

The opportunity: 

 The Client Relationship Executive (CRE) is responsible for the overall relationship and financial management of a portfolio of group benefit clients for the employer segment 100-1,999 enrolled employees. This position is a key account management and revenue generating resource for policyholders, brokers and the SLF organization. This position is focused on internal and external partnerships and strategies that will result in long term growth and persistency.

The Client Relationship Executive represents the entire range of employer and employee-paid SLF products and services to the marketplace. The CRE will proactively seek opportunities to increase revenue; both organically and through cross-sell opportunities. The CRE is a Trusted Advisor to the broker/policyholder and educates and trains their customers while maintaining the perspective of the customer and Sun Life. The CRE will respond to the customer’s needs through strong internal collaboration and partnerships.

How you will contribute: 

• Establishes and maintains excellent working relationships with brokers and plan sponsors for their life, dental, disability and other voluntary or group benefit plans and program by providing end to end business solutions, education and service
• Collaborates with SLF personnel, including sales, support, service, and management resources, in order to meet customer’s expectations. Proactively provide value-added solutions while meeting growth and persistency objectives and managing customer’s expectations
• Meets assigned targets for growth (including cross-sell) and persistency. Establish and take ownership of a business plan to focus on block management, growth and development
• Proactively assesses, clarifies, and validates customer needs on an ongoing basis. Uses customer needs to propose innovative solutions to address unique needs
• Develops and maintains excellent working relationships with internal service departments to oversee resolution of issues, identification of root cause and participation in creation of solutions
• Participates in Finalist presentations, representing the Sun Life account management and service value story in a consistent and confident manner 
• Partners and collaborates with territory EBR to ensure a mutual understanding of territory goals and objectives.  Consistently communicates with EBR partner on execution plan to meet the territory goals and objectives
• Partner with Implementation Consultant to ensure a seamless implementation in which all questions and concerns can be addressed proactively on the front end

Leadership, Communication & Relationship Management

• Displays integrity through transparency, honest dealings, predictable reactions and well-controlled emotions. Demonstrate the ability to be fair and consistent in all professional dealings. Regularly acknowledge each team member’s contributions and successes to the team.
• Takes ownership of action and thought. Understands value in partnership and displays a strong understanding of the culture of Sun Life, of the market, their customers and brokers
• Relationship management skills; demonstrated ability to build and foster productive and healthy relationships with sales and home office partners
• Addresses conflict by working with others to resolve differences in a professional and productive manner
• Partner closely with field sales partners, client advocate partners and home office staff.  Foster strong relationships based on trust, open and honest dialogue
• Maintain and represent the integrity of our organization while balancing the needs of the client
• Ability to independently organize and prioritize daily/weekly working structure to meet business activity goals and customer needs

• Ability to communicate to customers how to most effectively work with Sun Life to foster more BA self service capabilities.
• Business planning; establish a proactive contact strategy
• Effectively develop and deliver a written and elevator pitch: Co