Client Relationship Executive

Description:

At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.

The opportunity:

The Client Relationship Executive (CRE) is responsible for the overall relationship and financial management of a portfolio of group benefit clients for the employer segment 100-1,999 enrolled employees. This position is a key account management and revenue generating resource for policyholders, brokers and the SLF organization. This position is focused on internal and external partnerships and strategies that will result in long term growth and persistency.

The Client Relationship Executive represents the entire range of employer and employee-paid SLF products and services to the marketplace. The CRE will proactively seek opportunities to increase revenue; both organically and through cross-sell opportunities. The CRE is a Trusted Advisor to the broker/policyholder and educates and trains their customers while maintaining the perspective of the customer and Sun Life. The CRE will respond to the customer’s needs through strong internal collaboration and partnerships.

How you will contribute:

Establishes and maintains excellent working relationships with brokers and plan sponsors for their life, dental, disability and other voluntary or group benefit plans and program by providing end to end business solutions, education and service
Collaborates with SLF personnel, including sales, support, service, and management resources, in order to meet customer’s expectations. Proactively provide value-added solutions while meeting growth and persistency objectives and managing customer’s expectations
Meets assigned targets for growth (including cross-sell) and persistency. Establish and take ownership of a business plan to focus on block management, growth and development
Proactively assesses, clarifies, and validates customer needs on an ongoing basis. Uses customer needs to propose innovative solutions to address unique needs
Develops and maintains excellent working relationships with internal service departments to oversee resolution of issues, identification of root cause and participation in creation of solutions
Participates in Finalist presentations, representing the Sun Life account management and service value story in a consistent and confident manner
Partners and collaborates with territory EBR to ensure a mutual understanding of territory goals and objectives. Consistently communicates with EBR partner on execution plan to meet the territory goals and objectives
Partner with Implementation Consultant to ensure a seamless implementation in which all questions and concerns can be addressed proactively on the front end
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.
Takes ownership of action and thought. Understands value in partnership and displays a strong understanding of the culture of Sun Life, of the market, their customers and brokers
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
Partner closely with field sales partners, client advocate partners and home office staff. Foster strong relationships based on trust, open and honest dialogue
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 customer needs
Ability to communicate to customers how to most effectively work with Sun Life to foster more BA self service capabilities.
Business planning; establish a proactive contact strategy
Effectively develop and deliver a written and elevator pitch: Company, Product and Self
Positioning statements for ensuring future growth opportunities
What you will bring with you:

Strong presentation, interpersonal and communication skills
Strong negotiation and influencing skills
Effective listening skills; note taking, recording data; active listening skills
Proven consultation and client management relationship skills
Demonstrates resilience by reacting positively to changes and maintains poise, focus and flexibility when encountering difficulties or obstacles
Customer focused; able to develop and drive a client relationship management strategy independently; demonstrates drive for results
Adept at project management and multi-tasking
Superior Collaboration Skills
Results oriented/goal driven
Self-starter; able to work successfully both independently and interdependently within a team environment and within a mobile environment
Strong analytical, mathematical and problem solving skills;
Solid understanding of product pricing, profitability and risk/underwriting rules/guidelines; renewal positioning
Education

4-5 years industry experience; Employee Benefit industry and/or knowledge of Group Benefit design
College degree preferred
Must hold current insurance license or have ability to obtain immediately
Basic understanding of competitor products