The Senior Client Relationship Executive is responsible for managing the overall relationship and financial aspects of Sun Life’s most complex clients, including large accounts with complex benefit plans and technology needs
Job Summary
The Senior Client Relationship Executive is responsible for managing the overall relationship and financial aspects of Sun Life’s most complex clients, including large accounts with complex benefit plans and technology needs.
This role involves proactive collaboration with brokers, policyholders, and internal teams to drive long-term growth, client retention, and cross-sell opportunities while serving as a trusted advisor and educator.
Sun Life offers a comprehensive benefits package including paid family leave, medical coverage, 401(k) employer match, stock purchase options, and a flexible, inclusive work environment recognized as a top employer.
Matching Summary
The Senior Client Relationship Executive is responsible for managing the overall relationship and financial aspects of Sun Life’s most complex clients, including large accounts with complex benefit plans and technology needs.
Salary
Base: $94,500 - $141,800; Bonus/Equity: Discretionary annual incentive award; Benefits: Comprehensive benefits including paid leave, medical coverage, 401(k) match
Skills & Requirements
Must-have
Complex client relationship management
Absence Management services expertise
Cross-selling and revenue growth
Use of Salesforce for client management
Travel 50-60% depending on territory
Nice-to-have
Strong financial acumen
Leadership and team collaboration
Proactive communication and outreach
Strategic business planning
Resilience and adaptability
Key Requirements
5+ years Employee Benefit industry experience
Current insurance license or ability to obtain immediately