Client Manager
| Company | Sun Life |
|---|---|
| Location | Nashville, TN, USA, Milwaukee, WI, USA, Kansas City, MO, USA, Needham, MA, USA, Hartford, CT, USA, Portland, ME, USA, Baltimore, MD, USA |
| Salary | $56100 – $84200 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Ability to work with a diverse range of people
- Bachelor’s degree is preferred
- 1+ years of Group Insurance / Stop Loss Insurance experience preferred
- Proficiency using the Microsoft Office suite of products
- 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 (with strong telephone presence)
- Demonstrated ability to work autonomously and as part of a cohesive team
- Demonstrated success in negotiation, persuasion, and solutions‐based service requiring cross departmental involvement
- Proven record of providing strong and effective customer service
- Ability to work in a fast-paced environment; flexibility to handle multiple priorities while maintaining a high level of professionalism and responsiveness
- Excellent problem-solving skills
Responsibilities
- Partnering with SLS in the implementation and execution of prospect and renewal activity
- Maintaining an effective quote and renewal pipeline for each SLS
- Providing SLS case level support, working with underwriting, delivering, and following up on proposals, capturing final outcome, and identifying sold plan designs
- Providing SLS renewal support, acquiring required data for underwriting, delivering renewal packages, capturing final outcome, and identifying sold plan designs
- Managing service issues for all in-force policies to ensure customer satisfaction and positively influence persistency
- Servicing existing Sun Life brokers and TPAs by responding to phone calls and e-mails requesting assistance
- Maintaining and updating Client Relationship Management system regarding telephone conversations and activities in designated territories
- Maintaining an in-depth knowledge of the Stop Loss products, services and processes, and the overall Self-Insured industry and competitive landscape
- Acting as a liaison between the home office and the Stop Loss Specialists in the field
- Preparing and distributing marketing materials to SLS, brokers, and TPAs
Preferred Qualifications
- Bachelor’s degree is preferred
- 1+ years of Group Insurance / Stop Loss Insurance experience preferred
- Knowledge of group insurance, distribution, and customer service preferred