Client Relationship Executive

About the Role

Key Responsibilities

• Establishes and maintains excellent working relationships with brokers and plan sponsors for their benefit plans by providing end-to-end business solutions, education, and service.
• Collaborates with SLF personnel, including sales, support, service, and management resources, to meet customer expectations.
• Proactively provides value-added solutions while meeting growth and persistency objectives and managing customer expectations.
• Meets assigned targets for growth (including cross-sell) and persistency.
• Develops and maintains a business plan focusing on block management, growth, and development.
• Proactively assesses, clarifies, and validates customer needs and proposes innovative solutions.
• Maintains excellent working relationships with internal service departments to oversee issue resolution and solution creation.
• Participates in Finalist presentations, representing Sun Life’s account management and service value story.
• Partners and collaborates with territory EBR to ensure mutual understanding of goals and objectives.
• Works with Implementation Consultants to ensure seamless onboarding and address questions proactively.
• Displays integrity through transparency, honest dealings, and well-controlled emotions.
• Builds and fosters productive relationships with sales and home office partners based on trust and open dialogue.
• Organizes and prioritizes daily/weekly work to meet business activity goals and customer needs.
• Communicates effectively with customers on how to work with Sun Life to foster self-service capabilities.
• Establishes a proactive contact strategy and develops company, product, and self-positioning statements for growth.

Requirements

• Strong presentation, interpersonal, and communication skills.
• Strong negotiation and influencing skills.
• Effective listening skills, including note-taking and active listening.
• Proven client management and relationship skills.
• Demonstrates resilience and maintains poise in changing situations.
• Customer-focused with the ability to develop and execute a client relationship management strategy.
• Adept at project management and multi-tasking.
• Strong collaboration skills and results orientation.
• Self-starter capable of working independently and within a team.
• Strong analytical, mathematical, and problem-solving skills.
• Solid understanding of product pricing, profitability, and risk/underwriting rules.
• 4-5 years of industry experience, preferably in Employee Benefits or Group Benefit design.
• College degree preferred.
• Current insurance license or ability to obtain immediately.
• Basic understanding of competitor products.

Nice to Have

• Experience with the Employee Benefit industry and Group Benefit design.
• Knowledge of competitor products.

Qualifications

• 4-5 years of industry experience, preferably in Employee Benefits or Group Benefit design.
• College degree preferred.
• Must hold current insurance license or have the ability to obtain immediately.

Benefits & Perks

• Generous vacation and sick time.
• Market-leading paid family, parental, and adoption leave.
• Medical coverage and company-paid life and AD&D insurance.
• Disability programs and a partially paid sabbatical program.
• 401(k) employer match, stock purchase options, and employer-funded retirement account.
• Flexible, inclusive, and collaborative work environment supporting career growth.
• Recognition as a Great Place to Work® Certified and top employer awards.