Client Relationship Executive-florida
2 weeks ago
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.
**The opportunity**:
The Client Relationship Executive (CRE) is responsible for the overall relationship and financial management of a portfolio of group benefit clients. This position is a key account management and revenue generating resource for policyholders, brokers and the Sun Life organization. This position is focused on internal and external partnerships and strategies that will result in long term growth and persistency.
**How you will contribute**:
The Client Relationship Executive represents the entire range of employer and employee-paid Sun Life products and services to the marketplace. 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 client while maintaining the perspective of the client and Sun Life.
The CRE will respond to the client’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 supplemental health or group benefit plans and program by providing end to end business solutions, education and service
- Collaborates with Sun Life personnel, including sales, support, service, and management resources, in order to meet client’s expectations. Proactively provide value-added solutions while meeting growth and persistency objectives and managing client’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 client needs on an ongoing basis. Uses client 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
- Lead installation calls/visits at the completion of implementation so that plan sponsors know how to administer their benefits; Drives a great first impression of Sun Life
- Partners with the Enrollment team to strategize on enrollment and re-enrollment needs and opportunities for client. Builds communication plans to incorporate the broker in the enrollment process.
- Trains BAs on Sun Life administrative processes and industry related updates that impact their benefit administration practices.
- Conducts regular case reviews with internal departments as well as with the client, reviewing claims experience and administrative processes
- Accountable for the renewal process for assigned block of business reviews all experience information and other relevant client information (rate actions and service history) to prepare comprehensive renewal recommendations and offers insights to cross sell opportunities. Partners with the EBR to establish a renewal action regarding communication to the broker and client.
- Acts as the liaison for agency partners and internal team; display active listening skills and bridge relationships between Policyholders and Home Office partners to lead the team to find creative solutions in selling, problem solving and team building
- Uses Salesforce to manage business and ensure all relevant client and broker activities are documented. Creates and maintains data
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