Client Success Co-op- Fall 2026

Sun Life•Wellesley, MA

5d•$24•Hybrid

About The Position

You are as unique as your background, experience, and point of view. Here, you’ll be encouraged, empowered, and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families, and communities around the world. What’s it like to work at Sun Life? You’ll find it dynamic and highly professional; collaborative and supportive. We encourage career mobility. Sun Life is also a socially responsible employer, supporting the communities in which we live and work, with a globally recognized commitment to the environment and sustainability. This co-op will be hybrid, and students must be located near and be able to commute to our Wellesley, MA office. The Role: The Sun Life U.S. Client Management team with Health & Risk Solutions is looking for a proactive, positive, and dynamic team player to join our team as a co-op. This role would support our Client Success Specialists and Customer Relationship Executives. As a member of our team, you will gain valuable hands-on experience. This is an excellent opportunity to experience various aspects of Client Management, Customer Service, and the Stop Loss insurance industry.

Requirements

Prior experience in a customer-facing role.
Working knowledge of MS office (Word, Excel, PowerPoint), Outlook and Adobe products.
Excellent written and verbal communication skills.
Proactive, able to manage multiple projects with demanding deadlines in a fast-paced environment.
Highly motivated, organized, self-driven, focused, with strong attentive to detail.
Critical thinking skills.
Currently enrolled in an accredited college or university during the time of internship (July 2026 – December 2026).
Preferably in their final year of undergraduate studies.
Must be an undergraduate or graduate student in Accounting, Finance, Business Administration, or related field of study.
Eligible to legally work in the United States.
Ability to work full-time (40 hours/week) during Intern session.

Responsibilities

Salesforce tasks as applicable.
Assist with the completion of Rep Splits and Broker licensing.
Pursuit, collection, and transfer of Administrative Worksheets for new business groups.
Adding/removing Contacts on policies.
Submitting renewals for Risk Approval.
Creating DocuSign Packages.
Submitting cancellation requests.
Completing Sun Life Connect access requests.
Providing ISL Account Summaries/EORs as requested.
Assist with premium research.
W-9 and Schedule A Requests.
Sending medical Plan Documents to Product.
Uploading medical Plan Documents to the sold case tracker.
Sending Contracts.
Ad Hoc project work (as needed).