Senior Client Relationship Executive - National Accounts
Sun Life•Hartford, CT
•Hybrid
About The Position
The Senior Client Relationship Executive is a strategic, revenue-driving role focused on managing and growing relationships with key clients and brokers. You’ll act as a trusted advisor—driving retention, identifying growth opportunities, and delivering a best-in-class client experience across Sun Life’s full suite of products and services. This role is critical in driving client loyalty, delivering value, and fueling growth—while acting as a trusted partner to some of our most complex and high-impact clients.
Requirements
- 5+ years of experience in group employee benefits; including absence management; with dental highly preferred
- Demonstrated experience managing large, complex client relationships (2,000-5,000+ lives)
- Insurance license (or ability to obtain)
- Relationship & Leadership Skills: Proven ability to build and manage executive-level client relationships, Strong communication, influence, and conflict resolution skills, Ability to lead with integrity, collaboration, and accountability
- Business & Sales Acumen: Strong financial acumen and understanding of pricing, profitability, and risk, Strategic thinker with strong planning and problem-solving capabilities
- Execution & Agility: Highly organized, self-directed, and results-oriented, Skilled at managing multiple priorities in a fast-paced environment, Resilient and adaptable to change
- Industry Expertise: Deep knowledge of group employee benefits and absence management, Understanding of market trends and competitive landscape
Nice To Haves
- CLMS designation preferred
- Bachelor’s degree preferred
Responsibilities
- Own and grow strategic client relationships
- Manage a portfolio of large, complex clients, including those with advanced benefit plans, absence management programs, and technology integrations (e.g., APIs, payroll feeds)
- Build strong, trusted partnerships with clients and brokers to drive long-term growth and retention
- Drive revenue and retention
- Meet annual retention, growth, and cross-sell targets
- Identify and execute opportunities to expand client engagement and product adoption
- Lead client strategy and experience
- Proactively assess client needs and deliver tailored solutions
- Serve as the primary liaison across internal teams to ensure alignment and issue resolution
- Lead renewal strategy and positioning in partnership with underwriting and sales
- Collaborate across the business
- Partner with internal teams (Client Advocates, Implementation, Benefits Education, Sales) to deliver seamless client experiences
- Support finalist presentations and communicate Sun Life’s value proposition
- Deliver proactive communication and insights
- Conduct regular client outreach (meetings, calls, webinars)
- Lead business reviews to assess performance, identify risks, and recommend solutions
- Stay informed on market trends and advise clients accordingly
- Operate with discipline and accountability
- Manage client activity in Salesforce
- Maintain a strategic business plan aligned to territory goals
Benefits
- Generous vacation and sick time
- Market-leading paid family, parental and adoption leave
- Medical coverage
- Company paid life and AD&D insurance
- Disability programs
- Partially paid sabbatical program
- 401(k) employer match
- Stock purchase options
- Employer-funded retirement account
- Flexible, inclusive and collaborative work environment that supports career growth
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What This Job Offers
Job Type
Full-time
Career Level
Senior
