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.ResponsibilitiesEstablish and maintain excellent working relationships with both internal and external partnersPartner with ICs to ensure seamless implementations, proactively addressing questions and concernsConduct consistent, proactive education and outreach communication with external partnersAssess, clarify, and validate customer needs, proposing innovative solutions to address unique challengesDemonstrate success in negotiation, persuasion, and solutions-based service across departmentsOversee issue resolution, identify root causes, and participate in creating solutionsManage the ongoing lifecycle and renewal process for your assigned block of businessHandle escalated service issues from SLS, providing creative alternatives to enhance client experienceCollaborate with Sun Life Financial personnel to meet client expectations and growth objectivesMaintain in-depth knowledge of H&RS products, services, processes, and the self-insured competitive landscapeAct as a liaison between the home office and the Distribution teamUse Salesforce to manage business and document all relevant customer and broker activitiesParticipate in developing CRM team processes, suggesting efficiency improvements using CI ToolsPartner with CRE on projects representing the Client Success OrganizationSkillsAbility to work with a diverse range of peopleExceptional communication skills and strong relationship-building abilitiesProven success in negotiation, persuasion, and solutions-based serviceStrong record of effective customer serviceExcellent organizational and prioritization skillsAbility to work in a fast-paced environment, managing multiple prioritiesCritical thinking skills and autonomous work capabilityProficiency in Microsoft Office suite, especially ExcelExperience with CRM tools, particularly SalesforceStrong presentation and interpersonal skillsEffective listening and note-taking abilitiesResults-oriented mindset and superior collaboration skillsBachelor's degree and/or 1-3 years of Group, Stop Loss, and Self-Funded insurance experienceBenefitsGenerous vacation and sick timeMarket-leading paid family, parental and adoption leaveMedical coverageCompany paid life and AD&D insuranceDisability programsPartially paid sabbatical program401(k) employer matchStock purchase optionsEmployer-funded retirement accountCompany OverviewSun 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 https://www.sunlife.com.vn/vn/.



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