Client Relationship Manager

Sun Life U.S. is a leading provider of employee and government benefits, serving approximately 50 million Americans. They are seeking a Client Relationship Manager to oversee relationships and financial management for a portfolio of clients, focusing on building partnerships that drive growth and persistency. Responsibilities Establish and maintain excellent working relationships with both internal and external partners Partner with ICs to ensure seamless implementations, proactively addressing questions and concerns Conduct consistent, proactive education and outreach communication with external partners Assess, clarify, and validate customer needs, proposing innovative solutions to address unique challenges Demonstrate success in negotiation, persuasion, and solutions-based service across departments Oversee issue resolution, identify root causes, and participate in creating solutions Manage the ongoing lifecycle and renewal process for your assigned block of business Handle escalated service issues from SLS, providing creative alternatives to enhance client experience Collaborate with Sun Life Financial personnel to meet client expectations and growth objectives Maintain in-depth knowledge of H&RS products, services, processes, and the self-insured competitive landscape Act as a liaison between the home office and the Distribution team Use Salesforce to manage business and document all relevant customer and broker activities Participate in developing CRM team processes, suggesting efficiency improvements using CI Tools Partner with CRE on projects representing the Client Success Organization Skills Ability to work with a diverse range of people Exceptional communication skills and strong relationship-building abilities Proven success in negotiation, persuasion, and solutions-based service Strong record of effective customer service Excellent organizational and prioritization skills Ability to work in a fast-paced environment, managing multiple priorities Critical thinking skills and autonomous work capability Proficiency in Microsoft Office suite, especially Excel Experience with CRM tools, particularly Salesforce Strong presentation and interpersonal skills Effective listening and note-taking abilities Results-oriented mindset and superior collaboration skills Bachelor's degree and/or 1-3 years of Group, Stop Loss, and Self-Funded insurance experience Benefits Generous vacation and sick time Market-leading paid family, parental and adoption leave Medical coverage Company paid life and AD&D insurance Disability programs Partially paid sabbatical program 401(k) employer match Stock purchase options Employer-funded retirement account Company Overview Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives. It was founded in 1865, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is