Client Relationship Manager

Client Relationship Manager

Sun Life U.S. is one of the largest providers of employee and government benefits, helping more than 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a broad portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop‑loss insurance, and healthcare navigation.

Sun Life embraces a hybrid work model that balances in‑office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office.

As a Client Relationship Manager (CRM), you will be responsible for the overall relationship and financial management of a portfolio of Health & Risk Solutions (H&RS) clients, brokers, and third‑party administrators (TPAs). This key strategic role focuses on building internal and external partnerships that drive long‑term growth and persistency.

• Establish and maintain excellent working relationships with both internal and external partners.
• Partner with Implementation Consultants (ICs) to ensure seamless implementations, proactively addressing questions and concerns.
• Conduct consistent, proactive education and outreach communication with external partners.
• Assess, clarify, and validate customer needs, proposing innovative solutions to address unique challenges.
• Demonstrate success in negotiation, persuasion, and solutions‑based service across departments.
• Oversee issue resolution, identify root causes, and participate in creating solutions.
• Manage the ongoing lifecycle and renewal process for your assigned block of business.
• Handle escalated service issues from Stop Loss Specialists (SLS), providing creative alternatives to enhance client experience.
• Collaborate with Sun Life Financial personnel to meet client expectations and growth objectives.
• Maintain in‑depth knowledge of H&RS products, services, processes, and the self‑insured competitive landscape.
• Act as a liaison between the home office and the Distribution team.
• Use Salesforce to manage business and document all relevant customer and broker activities.
• Participate in developing CRM team processes, suggesting efficiency improvements using continuous improvement tools.
• Partner with Corporate Real Estate on projects representing the Client Success Organization.

• Ability to work with a diverse range of people.
• Bachelor’s degree and/or 1–3 years of Group, Stop Loss, and Self‑Funded insurance experience (preferred).
• Exceptional communication skills and strong relationship‑building abilities.
• Proven success in negotiation, persuasion, and solutions‑based service.
• Strong record of effective customer service.
• Excellent organizational and prioritization skills.
• Ability to work in a fast‑paced environment, managing multiple priorities.
• Critical thinking skills and autonomous work capability.
• Proficiency in Microsoft Office suite, especially Excel.
• Experience with CRM tools, particularly Salesforce.
• Strong presentation and interpersonal skills.
• Effective listening and note‑taking abilities.
• Results‑oriented mindset and superior collaboration skills.

Base Salary: $63,000 – $94,500 per year. This position may also be eligible for a discretionary annual incentive award based on individual and business performance.

Sun Life prioritizes employee well‑being with comprehensive benefits, including generous vacation and sick time, market‑leading paid family, parental and adoption leave, medical coverage, company‑paid life and AD&D insurance, disability programs, and a partially paid sabbatical program. Career growth is supported through a flexible, inclusive, and collaborative work environment. Sun Life is recognized as a top employer, holding the “Great Place to Work®” certification in both Canada and the U.S. and regularly featured in top employer rankings.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We encourage applications from qualified individuals from all backgrounds. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable fair‑chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

We will make reasonable accommodations to known physical or mental limitations of otherwise‑qualified individuals with disabilities. Please contact  to request accommodations.

Job Category:
Sales – Client Relationship Management
Posting End Date: 29/01/2026