Member Relations Consultant

PinnacleCare • Wellesley, MA

1d • Hybrid

About The Position

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office. The opportunity: Sun Life is seeking a collaborative, service-oriented Member Relations Consultant (MRC) to join our PinnacleCare division. In this role, you will support sales growth and retention by managing member renewals, new business invoicing, and sold case implementation from initiation through completion. As a key partner to Sales, Relationship Managers, and Member Services leadership, the MRC ensures accurate processing, clear communication, and a seamless experience for members and internal stakeholders within a hybrid work environment.

Requirements

• Ability to work with a diverse range of people
• 3+ years of experience in relationship, account, or customer management; healthcare or insurance experience preferred
• Ability to understand and explain membership contracts, plan options, and administrative policies
• Strong customer focus with excellent relationship-building skills
• Intermediate Microsoft Excel skills with strong attention to detail and math aptitude
• Ability to manage multiple priorities in a fast-paced, high-volume environment
• Strong organizational, problem-solving, and communication skills
• Flexible, collaborative mindset with a continuous improvement focus

Nice To Haves

• healthcare or insurance experience preferred

Responsibilities

• Manage member renewals end to end, including invoicing, documentation, and completion
• Support new business invoicing and sold case implementation activities
• Own renewal results for an assigned block of business, contributing to persistency and growth targets
• Track and maintain accurate renewal data to ensure timely delivery to the market
• Coordinate sold case materials and ensure all required documentation is complete
• Serve as a primary contact for member and agent inquiries related to renewals and new sales
• Build strong partnerships with Sales, Relationship Managers, Accounts Receivable, and Member Services teams
• Communicate with Accounting to confirm receipt of payments and resolve invoicing issues
• Maintain accurate documentation within CRM and related systems
• Set clear expectations and collaborate proactively to identify risks, opportunities, and solutions throughout the renewal lifecycle

Benefits

• At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.
• Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account.
• Enjoy a flexible, inclusive and collaborative work environment that supports career growth.
• We’re proud to be recognized in our communities as a top employer.
• Proudly Great Place to Work® Certified in Canada and the U.S., we’ve also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed