Client Relationship Executive - New England Territory

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.  

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 market place. 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
• Lead installation calls/visits at the completion of implementation so that plan sponsors have a full understanding of how to administer their benefits; Drives a great first impression of Sun Life
• Partners with the Enrollment team to strategize on enrollment and re-enrollment needs and opportunities for customers. Builds communication plans to incorporate the broker in the enrollment process.
• Conducts consistent, proactive education/outreach communication with brokers/customers in the form of: in person meetings, scheduled call-outs, email, conference calls, webinars, etc. Creates value in content and delivery to the external market.
• Trains BAs on SLF administrative processes and industry related updates that impact their benefit administration practices.
• Conducts regular case reviews with internal departments as well as with the customer, reviewing claims experience and administrative processes in order to minimize areas of error, and maximize understanding by the customer.
• Responsible for the renewal process for assigned block of business: reviews all experience information and other relevant customer information (rate actions and service history) to prepare comprehensive renewal recommen