Senior Client Relationship Executive - Southwest U.S
Company: Sun Life Financial
Location: Scottsdale
Posted on: May 13, 2022
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Job Description:
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. Job Description: What you will do: The Senior
Client Relationship Executive (SCRE) is responsible for the overall
relationship and financial management of our most complex clients
including, but not limited to: Large clients or blocks of clients
with complex benefit plans and administration requirements Clients
who purchase Absence Management services with Sun Life Clients with
complex technology needs including Application Program Interface
(API), Reverse File Feeds (Payroll and Time and Attendance) May
assume team leadership responsibilities This position is a key
strategic relationship management and revenue generating resource
for policyholders, brokers and the Sun Life organization. This
position is focused on internal and external partnerships and
strategies that will result in long term growth and persistency.
The Senior Client Relationship Executive represents the entire
range of employer and employee-paid Sun Life products and services
their assigned brokers and policyholders, excluding Stop Loss and
MGIS. The SCRE will proactively seek opportunities to increase
revenue; both organically and through cross-sell opportunities. The
SCRE is a trusted advisor to the broker/policyholder and educates
and trains their clients while maintaining the perspective of the
client and Sun Life. The SCRE will respond to the client's needs by
striving for and achieving internal alignment through
collaboration. Specific Accountabilities Establishes and maintains
productive, professional relationships with key personnel for
assigned clients and brokers Collaborates with SLF personnel,
including support, service, and management resources, in order to
meet client's expectations and provide value-added solutions and
meet growth and persistency objectives and managing client's
expectations Meet annual retention targets, business growth targets
(including cross-sell) and client loyalty goals through Benefit
Administrator (BA) satisfaction surveys Proactively assesses,
clarifies, and validates client needs on an ongoing basis. Creates
communication plans and clearly relays the information to clients
and brokers. Develops and maintains excellent working relationships
with the Client Advocate and/or Sr. Client Advocate and other
internal service departments to oversee resolution of issues
Participates in Finalist presentations representing the Sun Life
account management and service value story. Understands and clearly
explains the value of Sun Life, our business partnerships and the
strength of our products. Partners and collaborates with territory
EBR / NAEBR to ensure a mutual understanding of territory goals and
objectives. Develops plans of action (through use of business plan)
to act on those goals and objectives. Partners with Implementation
Consultant throughout the implementation process Partners with
Benefit Education team to strategize on enrollment and
re-enrollment needs Conducts consistent, proactive
education/outreach communication with brokers/clients in the form
of: in person meetings, scheduled call-outs, email, conference
calls, webinars, etc. Conduct Installation meeting upon completion
of the implementation process to educate BA's on Sun Life
administrative policies and procedures (in person or by phone)
Remains up to date on market changes that impact their BAs and
provides consultation on how Sun Life may assist with their
changing needs Conducts regular case reviews with internal
departments as well as with the client, reviewing claims experience
and administrative processes - identifies areas of concern and
collaborates with brokers, clients and internal teams to address
problem areas and recommend additional Sun Life products/services
Facilitates the renewal process; accountable for renewal
preparation and consultation with EBR/NAEBR and Underwriting on
overall service experience and client needs to best position the
client to renew with Sun Life Acts as the liaison for agency
partners and internal team; display active listening skills and
bridge relationships between Policyholders and Home Office partners
to lead the team to find creative solutions in selling, problem
solving and team building Effectively communicates, networks and
builds relationships that can lead the team to find creative
solutions in selling, problem solving and team building Uses
Salesforce to manage business, and ensure all relevant client and
broker activities are documented Travel Required: 50% to 60% of
time depending on the territory What you will need to succeed:
Leadership, Communication & Relationship Management Displays
integrity through transparency, honest dealings, predictable
reactions and well-controlled emotions. Demonstrate the ability to
be fair and consistent in all professional dealings. Regularly
acknowledge each team member's contributions and successes to the
team. Engages as an interventionist or change agent for growth
initiatives. Is a trendsetter for the team to understand,
implement, and communicate new ideas and processes. Takes ownership
of action and thought. Understands value in partnership and
displays a strong knowledge of the culture of Sun Life, of the
market, their clients and brokers Possesses superior relationship
management skills; demonstrated ability to build and foster
productive and healthy relationships with sales and home office
partners; Addresses conflict by working with others to resolve
differences in a professional and productive manner Maintain and
represent the integrity of our organization while balancing the
needs of the client Ability to independently organize and
prioritize daily/weekly working structure to meet business activity
goals and client needs Ability to communicate to clients how to
most effectively work with Sun Life to foster more BA self service
capabilities. Ability to work with a diverse range of people
Business planning; establish a proactive contact strategy
Effectively develops and delivers a written and verbal elevator
pitch: Company, Product and Self Sales Skills: Positioning
statements for cross selling and ensuring future growth
opportunities Interviewing skills Effective listening skills; note
taking, recording data; active listening skills Written and
rehearsed request for business Establishing next contact date and
objective Knowledge and Skills Superior presentation skills Strong
knowledge of the full suite of Sun Life product and service
offerings, including thorough knowledge of our Absence Management
solutions Demonstrated success in managing complex client
relationships (innovative critical thinker with a strong ability to
resolve complex issues) Ability to approach business planning
strategically and creatively Demonstrates resilience by reacting
positively to changes and maintains poise, focus and flexibility
when encountering difficulties or obstacles Results oriented and
goal driven with superior collaboration and influencing skills;
Develops a high level of credibility with internal and external
partners Self-starter; able to work successfully both independently
and interdependently within a team environment and within a mobile
environment Adept at project management and multi-tasking Strong
financial acumen with a focus on achieving profitable growth; Solid
understanding of product pricing, profitability and
risk/underwriting rules/guidelines Strong knowledge of Market and
competitor landscape Required Education and Skills: 5+ years of
industry experience; Employee Benefit industry and/or knowledge of
Group Benefit design, with specific working experience in a
national, key, or strategic account management field Must hold
current insurance license or have ability to obtain immediately
Certified leave management Specialist (CLMS) designation preferred
College degree preferred Strong analytical, mathematical and
problem solving skills; Excellent verbal and written communication
skills What is in it for you? Excellent benefits with generous
vacation and sick time, 401K match, noncontributory retirement
plan, Paid Family Medical Leave, sabbatical program and much more
Friendly, collaborative and inclusive culture Our agile work
environment allows our employees the flexibility to give and feel
their best at work If you are a Colorado resident, the minimum
starting salary for this position will be $96,000 annually. Sun
Life will consider various factors in determining the actual pay
including your skills, qualifications and experience. This position
is also eligible for a broad range of competitive benefits
including a choice of company-subsidized medical plans, consisting
of network-based plans and plans offering the freedom to go to any
provider and two company-subsidized dental plans. We also provide
company-paid Basic Life and Accidental Death and Dismemberment
(AD&D) insurance and Optional Life Insurance that you may
purchase for additional coverage. We offer a very generous Paid
Family & Medical Leave program, LTD and attractive vacation and
sick time. We provide voluntary supplemental health programs such
as Accident and Hospital insurance and Critical illness and Cancer
insurance. Tax-advantaged accounts include Health Savings Accounts,
Health Care and Dependent Care FSA accounts and Commuter Benefit
accounts. Our 401(k) plan consists of a company match and employer
sponsored contributions. It is the policy of SLF U.S. that we will
recruit, hire, train, and promote persons in all job titles, and
ensure that all other personnel actions are administered, without
regard to age, race, color, religion, national origin, ancestry,
gender, sex (including but not limited to pregnancy, childbirth, or
breastfeeding), sexual orientation, gender identity or expression,
military or veteran status, physical or mental disability, medical
condition, genetic information, marital status, or other legally
protected status, and we will ensure that all employment decisions
are based only on valid job requirements. Sun Life Financial is a
leading provider of group insurance benefits in the U.S., helping
people protect what they love about their lives. More than just a
name, Sun Life symbolizes our brand promise of making life brighter
- for our customers, partners, and communities. Join our talented,
diverse workforce and launch a rewarding career. Visit us at
www.sunlife.com/us to learn more. At Sun Life we strive to create a
flexible work environment where our employees are empowered to do
their best work. Several flexible work options are available and
can be discussed throughout the selection process depending on the
role requirements and individual needs. For applicants residing in
California, please read our employee California Privacy Policy and
Notice. California Privacy Policy and Notice. Sun Life is committed
to the health and safety of all those in our workplaces and our
communities. In accordance with Sun Life's Vaccination Policy
(United States): Fully virtual employees are not subject to any
vaccination policy, unless planning to visit a Sun Life office.
Employees working in our U.S. Sun Life offices must be vaccinated.
Individuals who are unable to be fully vaccinated due to a legally
approved exemption for medical or religious reasons in accordance
with US employment legislation, may request an accommodation.
Client-facing employees who are part of Sun Life U.S. business
operations and regularly meet with others in-person, such as
brokers, employer Clients, prospects, partners, dentists, and
others, must be vaccinated or test weekly and follow any rules for
masking or other precautions that are required at the meeting
location. Job Category: Sales - Client Relationship Management
Posting End Date:
Keywords: Sun Life Financial, Scottsdale , Senior Client Relationship Executive - Southwest U.S, Other , Scottsdale, Arizona
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