Associate Client Manager

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.

Associate Stop Loss Client Manager Position Summary

Location: We support US flexible working arrangements in the contiguous 48 states.

At Sun Life, we look for optimistic people who want to make life brighter for ourClients.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 challengedbyworking withdynamic colleaguesto find new and innovative ways to make Sun Life the best benefits company in America.

The opportunity:

In the Associate Stop Loss Client Manager Role (ACM), you will work directly with the Client Managers (CM) to coordinate completion of prospect and sold case activities. The ACM is required to ensure the efficient flow of information by communicating effectively with internal and external partners, including Stop Loss Specialists (SLS), third-party administrators (TPA), brokers.

This includes, but is not limited to: prospect activity, sold case paperwork, and benchmark reporting. This position provides a career progression opportunity within the CM team for entry-level candidates interested in pursuing a career in Sales/Service. This position is primarily based in the Wellesley, MA and Windsor, CT office locations; however, we also have remote employees as well.

How you will contribute:

• Partnering with CM to build and maintain effective working relationships with assigned Stop Loss Specialists, underwriters, and external partners.

• Ensuring there is effective prospect inventory support for the CM by managing the decline to quote and missing information processes in a timely manner.

• Providing new business prospect support; requesting and following up on additional information and capturing final outcome.

• Coordinating the logistics of assembling, sending, and receiving sold case materials - includes updating and verifying case specific information and ensuring submission is complete and accurate.

• Maintaining and update Client Relationship Management (CRM) system regarding activities in designated territories.

• Preparing and distributing marketing materials to SLS, brokers, and TPAs.

• Performing additional responsibilities as needed.

What you will bring with you:

• The ability to work with a diverse range of people

• Demonstrated ability to work autonomously and as part of a cohesive team

• Demonstrated ability to provide responsive, service oriented professional approach in all interactions

• Ability to work in a fast paced, transaction oriented environment; flexibility to handle multiple priorities while maintaining a high level of professionalism and responsiveness

• Ability to demonstrate flexibility and adaptability in support of the team's work efforts during peak periods

Required Education and Skills:

• Bachelor's degree

• 1+ years of Group Insurance / Stop Loss Insurance experience preferred

• Proficiency using the Microsoft Office suite of products with good technical knowledge of Excel.

• Experience using CRM tools to track and manage the activity of sales force

• Knowledge of group insurance, distribution, and customer service preferred

• Strong communication skills; written and verbal

Life is brighter when you work at Sun Life

* Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
* Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
* A flexible work environment with a friendly, caring, collaborative and inclusive culture
* Great Place to Work Certified in Canada and the U.S.
* Named as a "Top 10" employer by the Boston Globe's "Top Places to Work" two years running

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Salary Range - $61,400 - $82,900

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter - for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

LI-ML1

Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.comto request an accommodation.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.