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Client Relationship Executive
Sun Life Financial
Wellesley, MA, United States
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At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.
Job Description:
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 www.sunlife.com/us to learn more.
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 Sun Life Financial (SLF) products and services to the market place. 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.
Specific Accountabilities
• 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
• Demonstrates Personal Value/Personal Value Statement
• 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
Required Knowledge and Skills
• 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
• Sun Life Financial is an equal employment and affirmative action employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by law. Sun Life Financial is committed to building a diverse and inclusive company culture.
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 www.sunlife.com/us to learn more
Job Category:Sales - Client Relationship Management
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