Senior Client Relationship Executive - National Accounts

About the Role

Key Responsibilities

• Establishes and maintains productive, professional relationships with key personnel for assigned clients and brokers.
• Collaborates with support, service, and management resources to meet client expectations and provide value-added solutions.
• Meet annual retention targets, business growth targets (including cross-sell), and client loyalty goals through benefit administrator satisfaction surveys.
• Proactively assess, clarify, and validate client needs on an ongoing basis and create communication plans to relay information to clients and brokers.
• Develop and maintain excellent working relationships with internal departments to oversee resolution of issues.
• Participate in finalist presentations, representing Sun Life account management and service value story.
• Partner with territory EBR / NAEBR to ensure mutual understanding of territory goals and develop plans of action.
• Partner with Implementation Consultant during the implementation process.
• Conduct consistent, proactive education/outreach communication with brokers/clients via meetings, calls, emails, webinars, etc.
• Facilitate the renewal process, including renewal preparation and consultation with internal teams.
• Act as liaison for agency partners and internal teams, bridging relationships between policyholders and the home office.
• Manage business using Salesforce, ensuring all client and broker activities are documented.
• Travel 50-60% depending on territory, and demonstrate leadership, communication, and relationship management skills.

Requirements

• Superior presentation skills and strong knowledge of Sun Life product and service offerings, including Absence Management solutions.
• Excellent verbal and written communication skills.
• Demonstrated success in managing complex client relationships and resolving issues.
• Ability to approach business planning strategically and creatively.
• Resilience and ability to react positively to changes, maintaining focus and flexibility.
• Results-oriented with collaboration and influencing skills.
• Self-starter capable of working independently and within a team.
• Strong analytical, mathematical, and problem-solving skills.
• Strong financial acumen with understanding of product pricing, profitability, and risk/underwriting rules.
• 5+ years of industry experience, preferably in Employee Benefit or Group Benefit design, with national or strategic account management experience.
• College degree preferred.
• Must hold current insurance license or be able to obtain immediately.
• Certified Leave Management Specialist (CLMS) designation preferred.

Nice to Have

• Experience with market and competitor landscape analysis.

Benefits & Perks

• Competitive salary range of $101,700 - $152,600, based on skills and experience.
• Discretionary annual incentive award.
• Comprehensive benefits including generous vacation and sick time, paid family, parental and adoption leave, medical coverage, life and AD&D insurance, disability programs, and a partially paid sabbatical.
• 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.