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Captive Client Relationship Manager
2 months ago
About Us:
At Sun Life Financial, we value the unique backgrounds, experiences, and perspectives of our employees. We foster an environment where you are encouraged, empowered, and challenged to be your best self. Collaborate with dynamic colleagues who are experts in their fields and eager to share their knowledge.
Position Overview:
As a Client Manager, Captive, you will engage directly with Senior Client Managers and the Captive Underwriting team to oversee sold case and renewal inventories. This role involves managing intricate service inquiries from captive relationships, brokers, and third-party administrators (TPAs). Your creativity in problem-solving will be essential in addressing customer challenges and achieving resolutions.
Key Responsibilities:
- Collaborate with Captive Underwriting and the SCC to implement and execute new business and renewal activities.
- Maintain an effective pipeline for new business and renewals across Captive units.
- Address service issues for all active policies to ensure customer satisfaction and enhance persistency.
- Support Captive Underwriting and external Captive Partners in managing renewals.
- Respond to inquiries from captive relationships, brokers, and TPAs via phone and email.
- Keep the Client Relationship Management system updated with relevant interactions and activities.
- Develop a comprehensive understanding of Captive Stop Loss products, services, and the Self-Insured industry landscape.
- Identify opportunities to improve processes and increase efficiency, implementing solutions across the team.
- Prepare and distribute marketing materials to captive relationships, brokers, and TPAs.
- Foster excellent working relationships with internal service departments to ensure effective issue resolution.
Qualifications:
- Ability to engage with a diverse range of individuals.
- Preferred experience of 1+ years in Group Insurance or Stop Loss Insurance.
- Proficiency in Microsoft Office applications.
- Experience with CRM tools.
- Strong written and verbal communication skills, with a professional telephone presence.
- Demonstrated ability to work independently and collaboratively within a team.
- Proven success in negotiation and solutions-based service involving cross-departmental collaboration.
- Strong track record of delivering effective customer service.
- Capacity to thrive in a fast-paced environment, managing multiple priorities while maintaining professionalism.
- Excellent critical thinking abilities.
Our Commitment:
We embrace diversity in all forms and welcome talented candidates who can contribute to our culture. If you believe you can thrive in this environment, we encourage you to consider this opportunity.
Benefits:
We offer a comprehensive benefits package that supports your mental, physical, and financial well-being, including generous vacation and sick leave, retirement plans, and a flexible work environment.
