Client Manager

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.

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: In the Client Manager Role (CM), you will work directly with the Stop Loss Specialists (SLS) to manage prospect, sold case, and renewal inventory.  The CM also works with brokers and third-party administrators (TPA) to manage complex service inquiries.  The CM is required to look for creative ways to solve our customers’ problems and bring them to resolution.

This includes but is not limited to prospect and renewal activity, policy implementation, claims issues, broker compensation issues, and revision requests. This position requires strong negotiation skills to influence decisions that meet both customer needs and the company’s goals and priorities. 

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office.

How you will contribute:

• Partnering with SLS in the implementation and execution of prospect and renewal activity
• Maintaining an effective quote and renewal pipeline for each SLS
• Providing SLS case level support, working with underwriting, delivering, and following up on proposals, capturing final outcome, and identifying sold plan designs
• Providing SLS renewal support, acquiring required data for underwriting, delivering renewal packages, capturing final outcome, and identifying sold plan designs
• Managing service issues for all in-force policies to ensure customer satisfaction and positively influence persistency
• Servicing existing Sun Life brokers and TPAs by responding to phone calls and e-mails requesting assistance
• Maintaining and updating Client Relationship Management system regarding telephone conversations and activities in designated territories
• Maintaining an in-depth knowledge of the Stop Loss products, services and processes, and the overall Self-Insured industry and competitive landscape
• Acting as a liaison between the home office and the Stop Loss Specialists in the field
• Preparing and distributing marketing materials to SLS, brokers, and TPAs

What you will bring with you:

• Ability to work with a diverse range of people
• Bachelor’s degree is preferred
• 1+years of Group Insurance / Stop Loss Insurance experience preferred
• Proficiency using the Microsoft Office suite of products
• Experience using CRM tools to track and manage the activity of sales force
• Knowledge of group insurance, distribution, and customer service preferred
• Strong communication skills; written and verbal (with strong telephone presence)
• Demonstrated ability to work autonomously and as part of a cohesive team
• Demonstrated success in negotiation, persuasion, and solutions‐based service requiring cross departmental involvement
• Proven record of providing strong and effective customer service
• Ability to work in a fast-paced environment; flexibility to handle multiple priorities while maintaining a high level of professionalism and responsiveness
• Excellent problem-solving skills

Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

Life is brighter when you work at Sun Life

• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
• Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
• A flexible work environment with a friendly, caring, collaborative and inclusive culture
• Great Place to Work® Certified in Canada and the U.S.
• Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Salary Range: $56,100-$84,200
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 location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email [email protected] to request an accommodation.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

Sales - Distribution Support

16/03/2025

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.