Senior Client Relationship Executive - National Accounts
$94.5k - $141.8kSun Life Financial
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.Job Description: The Opportunity The Senior Client Relationship Executive is a strategic, revenue-driving role focused on managing and growing relationships with key clients and brokers. You'll act as a trusted advisor-driving retention, identifying growth opportunities, and delivering a best-in-class client experience across Sun Life's full suite of products and services. What You'll Do Own and grow strategic client relationships
- Manage a portfolio of large, complex clients, including those with advanced benefit plans, absence management programs, and technology integrations (e.g., APIs, payroll feeds)
- Build strong, trusted partnerships with clients and brokers to drive long-term growth and retention
- Meet annual retention, growth, and cross-sell targets
- Identify and execute opportunities to expand client engagement and product adoption
- Proactively assess client needs and deliver tailored solutions
- Serve as the primary liaison across internal teams to ensure alignment and issue resolution
- Lead renewal strategy and positioning in partnership with underwriting and sales
- Partner with internal teams (Client Advocates, Implementation, Benefits Education, Sales) to deliver seamless client experiences
- Support finalist presentations and communicate Sun Life's value proposition
- Conduct regular client outreach (meetings, calls, webinars)
- Lead business reviews to assess performance, identify risks, and recommend solutions
- Stay informed on market trends and advise clients accordingly
- Manage client activity in Salesforce
- Maintain a strategic business plan aligned to territory goals
- Travel 50-60% within your assigned region
- Proven ability to build and manage executive-level client relationships
- Strong communication, influence, and conflict resolution skills
- Ability to lead with integrity, collaboration, and accountability
- Experience growing revenue through cross-sell and retention strategies
- Strong financial acumen and understanding of pricing, profitability, and risk
- Strategic thinker with strong planning and problem-solving capabilities
- Highly organized, self-directed, and results-oriented
- Skilled at managing multiple priorities in a fast-paced environment
- Resilient and adaptable to change
- Deep knowledge of group employee benefits and absence management
- Understanding of market trends and competitive landscape
- 5+ years of experience in group employee benefits; including absence management; with dental highly preferred
- Demonstrated experience managing large, complex client relationships (2,000-5,000+ lives)
- Insurance license (or ability to obtain)
- CLMS designation preferred
- Bachelor's degree preferred
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your 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. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work® Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email View email address on click.appcast.io to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including 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. Job Category: Sales - Client Relationship Management Posting End Date: 15/06/2026
$94.5k - $141.8k
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$94.5k - $141.8k
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