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Senior Client Relationship Executive - Southwest U.S

Company: Sun Life Financial
Location: Scottsdale
Posted on: May 13, 2022

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 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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