Client Relationship Executive - Dallas

sunlife.ie

Dallas, TX, US
Base: 78,100-117,200 usd; bonus/equity: discretion...
Client relationship management
Group employee benefits knowledge
Account and portfolio management
The Client Relationship Executive is responsible for managing a portfolio of group benefit clients and acts as a trusted advisor to brokers and policyholders to drive long-term growth and persistency

Job Summary

  • The Client Relationship Executive is responsible for managing a portfolio of group benefit clients and acts as a trusted advisor to brokers and policyholders to drive long-term growth and persistency.
  • Sun Life offers comprehensive benefits including paid family leave, medical coverage, retirement plans, and a flexible, inclusive work environment that supports career growth.
  • The company is committed to pay transparency, equity, and fostering an inclusive environment where all employees feel supported and empowered to thrive.

Matching Summary

The Client Relationship Executive is responsible for managing a portfolio of group benefit clients and acts as a trusted advisor to brokers and policyholders to drive long-term growth and persistency.

Salary

Base: 78,100-117,200 USD; Bonus/Equity: Discretionary annual incentive award; Benefits: Comprehensive benefits including paid leave, medical coverage, retirement plans

Skills & Requirements

Must-have

  • Client relationship management
  • Group employee benefits knowledge
  • Account and portfolio management
  • Cross-sell revenue generation
  • Salesforce CRM usage
  • Collaboration with brokers and internal teams

Nice-to-have

  • Presentation and communication skills
  • Project management and multitasking
  • Analytical and problem-solving skills
  • Resilience and adaptability
  • Strong negotiation and influencing skills
  • Ability to work independently and in teams

Key Requirements

  • 4+ years industry experience
  • Employee Group Benefits industry knowledge
  • College degree preferred
  • Current insurance license a plus

Work Rights

Not specified

Tailored Resume

Cover Letter