Senior Client Relationship Executive - National Accounts

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Overview

The job position is for a Senior Client Relationship Executive focused on managing National Accounts at Sun Life U.S., a prominent provider of employee and government benefit solutions. With a mission to promote healthcare access amongst approximately 50 million Americans, Sun Life aims to cater to various needs related to health plans and services for both employers and individuals.

Employer Information

The employer, Sun Life, is a major player in the benefits sector, offering a comprehensive portfolio that includes services such as dental, vision, disability, and absence management. The company boasts a workforce of over 6,400 employees and has a strong presence throughout the U.S. Through strategic partnerships, Sun Life engages with employers and industry partners to enhance their offerings and services.

Job Responsibilities

The Senior Client Relationship Executive (SCRE) is tasked with the overall management of complex client relationships, particularly large accounts with intricate benefit plan requirements. Key responsibilities include:

  • Relationship Management: Establishing and maintaining productive partnerships with key personnel in assigned clients and brokers.
  • Collaboration: Working closely with Sun Life's internal teams, including service and management resources, to enhance client satisfaction and deliver value-added solutions.
  • Business Development: Proactively seeking opportunities to increase revenue through retention targets, business growth, and cross-selling initiatives. The SCRE acts as a strategic advisor guiding brokers and policyholders through complex insurance needs.
  • Communication and Education: Educating clients on Sun Life products and services while also gathering and responding to client needs to ensure alignment with internal resources.
  • Client Retention and Growth: Collaborating with teams to meet annual retention targets and sustain client loyalty by executing effective business strategies and management plans.

Required Skills and Qualifications

The position requires a blend of leadership, communication, and relationship management skills. Suitable candidates should possess the following qualifications:

  • Proficient in relationship building and management with a proven ability to handle complex client dynamics.
  • Strong communication skills necessary for delivering presentations and effectively collaborating with various stakeholders.
  • Leadership capabilities to influence and drive strategic outcomes towards achieving business goals.
  • Financial acumen, with an understanding of pricing, profitability, and risk/underwriting rules pertinent to the benefits industry.
  • Adept project management skills, allowing for prioritization and effective multi-tasking in a dynamic environment.
  • Experience in business planning and strategy execution aimed at fostering client self-service capabilities.
  • Empathetic listening and interpersonal skills to facilitate the resolution of conflicts and foster productive relationships.

Salary and Benefits

While the job description does not explicitly outline a salary, positions of this caliber within the health benefits domain typically align with senior executive compensation packages reflecting expertise, complexity of accounts managed, and geographical pricing norms in the United States. Benefit offerings, aligned with Sun Life's portfolio, may likely include health insurance, retirement plans, and performance bonuses contingent on achieving specified targets.


Position Location

The position is positioned within the United States, potentially allowing for remote operations that cater to diverse client bases across the country while requiring travel approximately 50% to 60% of the time based on territory coverage.

Conclusion

In conclusion, the role of Senior Client Relationship Executive at Sun Life is vital to the organization’s continued success in fostering meaningful relationships with key clients. Candidates interested in pursuing this position should reflect back on their experience in client management, strategic communication, and continuous improvement within the healthcare benefits sector to stand out. This opportunity is a significant career advancement warranting both strategic thinking and significant relationship management skills essential for thriving within a competitive market. Potential applicants should align their resume with the necessary skill sets and explore how their background can contribute positively to Sun Life's mission to enhance access to healthcare benefits across America.



This job offer was originally published on himalayas.app

Sun Life

United States

Operations

Full-time

October 13, 2025

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