Senior Client Relationship Executive
About The Position
As a Senior Client Relationship Executive (SCRE), you'll serve as a strategic advisor and relationship manager for some of Sun Life U.S.'s most valued clients and broker partners. You'll work closely with employers that have sophisticated benefits programs, absence management solutions, and complex technology integrations. In this highly visible role, you'll combine relationship management, business consulting, and growth strategy to ensure clients receive exceptional service while maximizing the value of their partnership with Sun Life. If you thrive in a consultative, client-facing environment and enjoy solving complex business challenges, we'd love to hear from you.
Requirements
- 5+ years of experience in group employee benefits, account management, client relationship management
- Experience managing large, complex client relationships and delivering strategic business solutions.
- Strong presentation, communication, and consultative relationship-building skills.
- Proven ability to influence stakeholders and collaborate across multiple teams.
- Strong business, financial, analytical, and problem-solving capabilities.
- Current insurance license or ability to obtain one upon hire.
Nice To Haves
- Experience supporting national, key, or strategic accounts.
- Knowledge of group benefits, absence management, and employee benefits administration.
- Understanding of benefit technology integrations, including APIs and data exchange solutions.
- College degree preferred.
- Certified Leave Management Specialist (CLMS) designation preferred.
Responsibilities
- Serve as the relationship manager for a diverse portfolio of large and complex group benefits clients.
- Develop and maintain strong partnerships with clients, benefit administrators, brokers, and key stakeholders.
- Act as a trusted advisor, helping clients optimize their benefits programs and achieve their business objectives.
- Lead proactive business reviews and strategic discussions focused on performance, service, and growth opportunities.
- Partner with clients and brokers to identify opportunities to expand Sun Life products and services.
- Support retention efforts through thoughtful renewal strategies and ongoing relationship management.
- Collaborate with sales, underwriting, implementation, and service teams to deliver value-driven solutions.
- Help achieve client satisfaction, loyalty, retention, and revenue growth objectives.
- Anticipate client needs and proactively develop solutions to address challenges.
- Coordinate internal resources to ensure timely issue resolution and seamless service delivery.
- Guide clients through implementation, enrollment, and ongoing benefits administration processes.
- Educate clients on industry trends, market developments, and best practices.
- Serve as a key liaison between clients, brokers, and Sun Life teams.
- Influence and align cross-functional partners to deliver exceptional outcomes.
- Share expertise and provide leadership within the account management organization.
- Foster a culture of partnership, accountability, and continuous improvement.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
