Senior Client Relationship Executive

• Serve as the relationship manager for a diverse portfolio of large and complex group benefits clients
• Develop and maintain partnerships with clients, benefit administrators, brokers, and key stakeholders
• Help clients optimize benefits programs and achieve 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 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 develop solutions to address challenges
• Coordinate internal resources for 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 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 partnership, accountability, and continuous improvement

• 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
• Experience supporting national, key, or strategic accounts preferred
• Knowledge of group benefits, absence management, and employee benefits administration preferred
• Understanding of benefit technology integrations, including APIs and data exchange solutions preferred
• College degree preferred
• Certified Leave Management Specialist (CLMS) designation preferred
• Travel required approximately 50% to 60% of the time, depending on territory needs

Demonstrates expertise in managing large and complex group benefits client relationships, delivering strategic business solutions, and optimizing benefits programs to achieve client satisfaction and revenue growth. Proficient in collaborating with cross-functional teams and educating clients on industry trends and best practices.

• Group Employee Benefits Management
• Client Relationship Management
• Strategic Business Solutions Delivery
• Strong Presentation Skills
• Certified Leave Management Specialist (CLMS)

• Account Management
• Analytical Skills
• Problem-Solving Skills
• Benefits Administration
• Benefit Technology Integrations
• Data Exchange Solutions
• Absence Management
• Financial Acumen
• Consultative Relationship-Building
• Stakeholder Influence

• Communication Skills
• Collaboration
• Leadership
• Partnership Building
• Continuous Improvement

• Current Insurance License
• Certified Leave Management Specialist (CLMS)

• Group Benefits
• Employee Benefits
• Client Satisfaction
• Retention Strategies
• Market Developments