Client Relationship Executive

About the Role

Key Responsibilities

• Establish and maintain excellent working relationships with brokers and plan sponsors for their benefit plans by providing end-to-end business solutions, education, and service.
• Collaborate with sales, support, service, and management teams to meet customer expectations and proactively provide value-added solutions.
• Meet targets for growth, including cross-sell, and persistency by developing and owning a business plan focused on block management and development.
• Assess, clarify, and validate customer needs continuously, proposing innovative solutions to address their unique requirements.
• Develop and maintain strong relationships with internal service departments to oversee issue resolution and participate in creating solutions.
• Participate in finalist presentations, representing Sun Life’s account management and service value story confidently.
• Partner with territory EBRs to align on territory goals and communicate execution plans.
• Work with Implementation Consultants to ensure seamless onboarding and address questions proactively.
• Display integrity through transparency and honest dealings, acknowledge team contributions, and demonstrate fairness and consistency.
• Partner closely with field sales, client advocate partners, and home office staff to foster trust and open dialogue.
• Organize and prioritize daily activities to meet business goals and customer needs.
• Develop and deliver effective positioning statements and pitches for future growth opportunities.

Requirements

• 4-5 years of industry experience in Employee Benefits and/or knowledge of Group Benefit design.
• College degree preferred.
• Must hold a current insurance license or be able to obtain one immediately.
• Strong presentation, interpersonal, and communication skills.
• Proven negotiation and influencing skills.
• Effective listening skills, including note-taking and active listening.
• Demonstrated client management and relationship-building skills.
• Resilience and ability to react positively to change, maintaining focus and flexibility.
• Customer-focused with the ability to develop and execute a client relationship management strategy independently.
• Adept at project management and multi-tasking.
• Strong analytical, mathematical, and problem-solving skills.
• Solid understanding of product pricing, profitability, and risk/underwriting rules.

Nice to Have

• Experience with competitor products.

Benefits & Perks

• Competitive salary range of $78,100 - $117,200, with a discretionary annual incentive based on performance.
• Comprehensive benefits including generous vacation and sick time, paid family, parental, and adoption leave.
• Medical coverage, company-paid life and AD&D insurance, disability programs, and a partially paid sabbatical.
• Retirement benefits including 401(k) employer match, stock purchase options, and employer-funded retirement accounts.
• Flexible, inclusive, and collaborative work environment supporting career growth.
• Recognition as a Great Place to Work® Certified and a Top 10 employer by the Boston Globe.