Sun Life U.S. proudly stands as a leading provider of employee and government benefits, ensuring that approximately 50 million Americans gain access to essential care and coverage. Through collaboration with employers, industry partners, and government programs, we provide a diverse range of benefits and services, including dental, vision, disability, absence management, life insurance, supplemental health, medical stop-loss insurance, and healthcare navigation. Our dedicated team comprises over 6,400 employees and associates across the nation.
Join Us:
At Sun Life, we embrace a hybrid work model that fosters collaboration while offering flexibility for remote work. Internal candidates are not required to relocate near an office. Your Role:
As a
Client Relationship Specialist , you will oversee the relationships and financial management for a portfolio of Health & Risk Solutions (H&RS) clients, brokers, and third-party administrators (TPAs). This strategic position emphasizes the importance of cultivating partnerships that foster long-term growth and client loyalty. Key Responsibilities: Build and maintain strong working relationships with internal and external partners. Work closely with Implementation Consultants to facilitate seamless project implementations and proactively address inquiries. Engage in ongoing communication and education efforts with external partners. Identify and validate customer needs, offering innovative solutions tailored to their unique challenges. Exhibit strong negotiation and persuasive skills while providing service solutions across teams. Supervise issue resolution processes and contribute to the development of effective solutions. Manage the lifecycle and renewal processes for your assigned business accounts. Address escalated service issues, providing creative alternatives to improve client satisfaction. Collaborate with Sun Life Financial personnel to meet client expectations and drive growth objectives. Maintain thorough knowledge of H&RS products, services, processes, and the competitive landscape of self-insured offerings. Act as a conduit between the home office and the Distribution team. Utilize Salesforce to oversee business processes and document all relevant client interactions. Contribute to the development and improvement of CRM team processes using Continuous Improvement tools. Work in partnership with the Client Relationship Executive on projects that represent the Client Success Organization. What You Bring: Ability to connect effectively with a diverse range of individuals. Bachelor's degree and/or 1-3 years of relevant experience in Group, Stop Loss, or Self-Funded insurance (preferred). Exceptional communication and relationship-building skills. Proven track record in negotiation, persuasion, and customer service. Strong organizational and prioritization abilities. Capability to thrive in a fast-paced environment, managing multiple responsibilities effectively. Critical thinking skills and the ability to work independently. Proficiency in Microsoft Office, particularly Excel. Experience with CRM systems, especially Salesforce. Excellent presentation and interpersonal skills. Strong listening and note-taking abilities. A results-oriented approach and superior collaboration skills. Compensation: Salary Range: $63,000 - $94,500. We value transparency and equity in our compensation practices, ensuring that your salary reflects your unique skills, experience, and location. In addition to the base salary, this role is eligible for a discretionary annual incentive based on individual and overall business performance. Join Our Community:
If you're not ready to apply just yet but want to stay connected, we invite you to join our talent community until the time feels right. At Sun Life, we are committed to creating an inclusive environment where all employees feel valued and empowered to succeed. We aim to build diverse teams that reflect varied experiences and perspectives, benefiting our colleagues, clients, and communities. We welcome applications from all qualified individuals, regardless of background. Make Your Future Brighter with Us at Sun Life We prioritize your well-being with comprehensive benefits, including generous time off, market-leading paid family leave, medical coverage, life insurance, disability programs, and a partially paid sabbatical scheme. Prepare for the future with our 401(k) employer match, stock options, and employer-funded retirement accounts. Enjoy a flexible, supportive, and collaborative work environment that encourages your career advancement. Join us as a recognized employer in our communities, and learn more about our recognition and benefits. If you require reasonable accommodations for physical or mental limitations due to disabilities or special disabled veterans, please reach out to request assistance. Sun Life is committed to considering all qualified candidates for employment, including those with criminal histories, in accordance with applicable laws. All qualified applicants will be given equal consideration, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Category:
Sales - Client Relationship Management Posting End Date:
29/01/2026
At Sun Life, we embrace a hybrid work model that fosters collaboration while offering flexibility for remote work. Internal candidates are not required to relocate near an office. Your Role:
As a
Client Relationship Specialist , you will oversee the relationships and financial management for a portfolio of Health & Risk Solutions (H&RS) clients, brokers, and third-party administrators (TPAs). This strategic position emphasizes the importance of cultivating partnerships that foster long-term growth and client loyalty. Key Responsibilities: Build and maintain strong working relationships with internal and external partners. Work closely with Implementation Consultants to facilitate seamless project implementations and proactively address inquiries. Engage in ongoing communication and education efforts with external partners. Identify and validate customer needs, offering innovative solutions tailored to their unique challenges. Exhibit strong negotiation and persuasive skills while providing service solutions across teams. Supervise issue resolution processes and contribute to the development of effective solutions. Manage the lifecycle and renewal processes for your assigned business accounts. Address escalated service issues, providing creative alternatives to improve client satisfaction. Collaborate with Sun Life Financial personnel to meet client expectations and drive growth objectives. Maintain thorough knowledge of H&RS products, services, processes, and the competitive landscape of self-insured offerings. Act as a conduit between the home office and the Distribution team. Utilize Salesforce to oversee business processes and document all relevant client interactions. Contribute to the development and improvement of CRM team processes using Continuous Improvement tools. Work in partnership with the Client Relationship Executive on projects that represent the Client Success Organization. What You Bring: Ability to connect effectively with a diverse range of individuals. Bachelor's degree and/or 1-3 years of relevant experience in Group, Stop Loss, or Self-Funded insurance (preferred). Exceptional communication and relationship-building skills. Proven track record in negotiation, persuasion, and customer service. Strong organizational and prioritization abilities. Capability to thrive in a fast-paced environment, managing multiple responsibilities effectively. Critical thinking skills and the ability to work independently. Proficiency in Microsoft Office, particularly Excel. Experience with CRM systems, especially Salesforce. Excellent presentation and interpersonal skills. Strong listening and note-taking abilities. A results-oriented approach and superior collaboration skills. Compensation: Salary Range: $63,000 - $94,500. We value transparency and equity in our compensation practices, ensuring that your salary reflects your unique skills, experience, and location. In addition to the base salary, this role is eligible for a discretionary annual incentive based on individual and overall business performance. Join Our Community:
If you're not ready to apply just yet but want to stay connected, we invite you to join our talent community until the time feels right. At Sun Life, we are committed to creating an inclusive environment where all employees feel valued and empowered to succeed. We aim to build diverse teams that reflect varied experiences and perspectives, benefiting our colleagues, clients, and communities. We welcome applications from all qualified individuals, regardless of background. Make Your Future Brighter with Us at Sun Life We prioritize your well-being with comprehensive benefits, including generous time off, market-leading paid family leave, medical coverage, life insurance, disability programs, and a partially paid sabbatical scheme. Prepare for the future with our 401(k) employer match, stock options, and employer-funded retirement accounts. Enjoy a flexible, supportive, and collaborative work environment that encourages your career advancement. Join us as a recognized employer in our communities, and learn more about our recognition and benefits. If you require reasonable accommodations for physical or mental limitations due to disabilities or special disabled veterans, please reach out to request assistance. Sun Life is committed to considering all qualified candidates for employment, including those with criminal histories, in accordance with applicable laws. All qualified applicants will be given equal consideration, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Category:
Sales - Client Relationship Management Posting End Date:
29/01/2026