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Client Partner Consultant

2 months ago


Wellesley Hills, Massachusetts, United States Sun Life Financial Full time
Job Description:

As a Client Partner Consultant at Sun Life Financial, you will play a crucial role in delivering exceptional service to our clients. Your primary responsibility will be to ensure effective coordination and communication of client requests, ensuring that client expectations are met and exceeded. You will work closely with dynamic colleagues to find innovative solutions to meet client needs.

Key Responsibilities:
  • Provide primary support to DentaQuest leadership for administration of the client's program.
  • Communicate information accurately and efficiently to ensure that DQ is meeting and exceeding client expectations.
  • Proactively identify client expectations and communicate them to DQ leadership and staff.
  • Responsible for coordination and serving as primary point of contact for client audits of DentaQuest programs.
  • Develop and maintain relationships with appropriate functional areas within DentaQuest to ensure effective contract performance.
  • Support innovative business practices and process improvement opportunities for current and prospective clients.
  • Monitor changes in regulations and fee schedules and communicate same to ensure compliance with state and federal guidelines.
  • Perform functions that support timely and accurate reporting to clients.
Requirements:
  • Bachelor's degree in business, Healthcare Administration (or related field) or equivalent, relevant work experience.
  • Five years' experience working with external clients/customers; proven track record of providing superior service to internal and external customers.
  • Two years' experience in a supervisory role.
  • Well-organized and superior organizational, written, and oral communication skills, particularly presentation skills.
  • Knowledge of group benefits. Proven ability to provide consultative services to proactively meet customer needs, using management reports, offering training opportunities and recommending innovative solutions.