Account Manager

Job Description Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. The opportunity The Account Manager (AM) for our Health & Risk Solutions Client Success group is responsible for the overall relationship and financial management of a portfolio of HR&S clients, brokers, and third‑party administrators (TPAs). This role serves as a key strategic relationship management resource, partnering internally and externally to drive long‑term growth, financial outcomes, and persistency. The AM collaborates with Sales Coordinators (SC), Stop Loss Specialists (SLS), Clinical teams, and internal partners to support account execution, deliver expert recommendations, and ensure a seamless client experience. How you will contribute Establish and maintain strong relationships with clients, brokers, TPAs, and internal partners, serving as a key point of coordination while partnering across Distribution, Underwriting, Clinical, Claims, and Premium teams to ensure seamless implementation and alignment on client needs. Manage the full lifecycle of assigned business, including prospect activity, sold case implementation, renewal inventory, and contract delivery in partnership with Sales Coordinators (SC) and Stop Loss Specialists (SLS), while driving account performance, financial outcomes, and persistency. Conduct proactive outreach through calls, emails, and meetings to assess, clarify, and validate client needs, provide education, and recommend innovative solutions to address complex challenges. Leverage strong negotiation and influencing skills to align client needs with business objectives and deliver mutually beneficial outcomes. Manage escalated service issues, including those from SLS, by identifying root causes, coordinating resolution across internal teams, and developing solutions that enhance the client experience while considering business impact. Oversee eligibility, engagement strategies, communication campaigns, and employee utilization for Health Capabilities products while maintaining in depth knowledge of HR&S products, services, processes, and the self‑funded competitive landscape. Use Salesforce and CRM tools to manage account activity, document client and broker interactions, ensure timely completion of tasks, and proactively communicate delays while contributing to process improvement through CRM development, CI tools, and workflow updates. Collaborate with SLF personnel across support, service, and leadership teams to meet client expectations, deliver value‑added solutions, and achieve growth and persistency objectives. Support Client Services initiatives in partnership with Senior Account Managers, including building strong relationships with SLMM partners. Provide guidance and support to internal partners, contributing to team effectiveness through collaboration, knowledge sharing, and mentorship where appropriate. What you will bring with you Bachelor's degree and 1-3 years of experience in Group, Stop Loss, and Self‑Funded insurance. Proven ability to deliver strong customer service and build effective client relationships with professionalism and responsiveness. Exceptional verbal, written, and interpersonal communication skills, including strong presentation capabilities. Demonstrated success in negotiation, persuasion, and solutions‑based service requiring cross‑department collaboration. Strong organizational, prioritization, and multitasking skills with the ability to manage multiple tasks in a fast‑paced environment. Strong critical thinking and problem‑solving skills with the ability to assess needs and recommend solutions. Ability to work independently and collaboratively while maintaining professionalism, accountability, and a results‑oriented mindset. Proficiency in Microsoft Office, including Excel, and experience using CRM tools to track and manage account activity. Strong collaboration, listening, influencing, and conflict resolution skills. Salary $63,000 - $94,500 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Benefits 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. You can plan for your future with a 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. Equal Employment Opportunity 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. 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. We do not require or administer lie detector tests as a condition of employment or continued employment. We will make reasonable accommodation to the known physical or mental limitation(s) 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. #J-18808-Ljbffr Sun Life