Associate Director, National Accounts - Client Relationship Services

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Location: We support US flexible working arrangements in the contiguous 48 states.  

At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America. 

The opportunity:

Associate Director, National Accounts - Client Relationship Services

The Associate Director, National Accounts - Client Relationship Services is a people leader that will have responsibilities for relationship management, retention, and growth of a specified block of business for a group of National Account Senior Client Relationship Executives and National Account Senior Client Advocates.  They will be responsible for executing on the relationship management & renewal strategies for their assigned sales territories by leading a team of Client Relationship Executives (CRE) who service and renew our National Account Clients managing their own assigned block of business and achieving desired growth and retention targets for their block.                                                                

How you will contribute: 

This role will drive the account management strategy for their team and their individual block with the goals of:

• Meeting or exceeding the National Account Distribution goals

• Positioning Sun Life as a top tier service delivery provider with strategic partners and brokers

• Responsible for overall execution of the relationship management strategy for the National Account book of business

• Collaborates with SLF personnel, including support, service, and management resources, in order to meet client’s expectations and provide value-added solutions 

• Meets assigned targets for growth (including cross-sell) and persistency - for personal block of business and team's block of business. Establish and take ownership of a business plan to focus on block management, growth, and development (personal and team's block of business)

• Leads a team of service professionals who partner with Distribution to provide expert support to brokers, administrators, and clients for on-boarding / implementation, service, and renewal delivery

• Represents Sun Life account management team in the external market, including but not limited to, meetings with key producer partners, attendance at industry events, Sun Life sponsored distribution / thought leadership activities, and social media    

• Establishes and maintains excellent working relationships with brokers and plan sponsors for their life, dental, disability and other supplemental health or group benefit plans and program by providing end to end business solutions, education, and service

• Proactively assesses, clarifies, and validates client needs on an ongoing basis. Uses client needs to propose innovative solutions to address unique needs

• Participates in Finalist presentations, representing the Sun Life account management and service value story in a consistent and confident manner 

• Conducts consistent, proactive education/outreach communication with brokers/client in the form of in person meetings, scheduled callouts, email, conference calls, webinars, etc. Creates value in content and delivery to the external market

• Play a leading role in large-scale, product-driven initiatives in support of strategic objectives; represent National Accounts – Client Relationship Services on Sun Life projects and business initiatives

Leadership, Communication & Relationship Management

This role will manage exempt level direct reports, all of whom are primarily remote employees.

• Create and foster a team environment that encourages people to raise the bar and do their best to achieve overall client satisfaction

• Displays integrity through transparency, honest dealings