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.

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 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:  In the Client Manager, Captive role, you will work directly with the Senior Client Managers, Captive and the Captive Underwriting team to manage sold case and renewal inventory.  The Client Manager, Captive also works with captive relationships, brokers, and third-party administrators (TPA) to manage complex service inquiries.  This Client Manager, Captive is required to look for creative ways to solve our customers’ problems and bring them to resolution. This position is a key strategic relationship management resource for policyholders, brokers, third-party administrators (TPA), Captive Partnerships and the SLF organization. This position is focused on internal and external partnerships and strategies that will result in long-term growth and persistency in our Captive business. This includes but is not limited to new business and renewal activity, policy implementation, claims issues, broker compensation issues, and revision requests. This position requires strong negotiation skills to influence decisions that meet both customer needs and the company’s goals and priorities. 

How you will contribute: 

• Partnering with Captive Underwriting and the SCC on the implementation and execution of new business and renewal activity.
• Maintaining an effective new business and renewal pipeline for each Captive unit.
• Managing service issues for all in-force policies to ensure customer satisfaction and positively influence persistency.
• Supporting Captive Underwriting and external Captive Partners with managing renewals.
• Servicing existing captive relationships, 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.
• Develop knowledge of the Captive Stop Loss products, services, processes, and the overall Self-Insured industry and competitive landscape.
• Identifying opportunities to enhance processes and increase efficiency, create solutions, communicate, and implement across the team.
• Maintaining an in-depth knowledge of the Stop Loss products, services and processes, and the overall Self-Insured industry and competitive landscape as it relates to captives.
• Preparing and distributing marketing materials to the captive relationships, brokers, and TPAs.
• Developing and maintaining excellent working relationships with internal service departments to oversee resolution of issues.

 What you will bring with you: 

• Ability to work with a diverse range of people
• 1+years of Group Insurance / Stop Loss Insurance experience preferred.
• Proficiency using the Microsoft Office suite of products.
• Experience using CRM tools
• 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 manage multiple priorities while maintaining a high level of professionalism and responsiveness.
• Ability to independently organize and prioritize daily/weekly working structure to meet business activity goals and captive client needs while maintaining a high level of professionalism and responsiveness.
• Excellent critical thinking skills.

Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you. 

  

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! 

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. 

  

If you are a California resident, the salary range for this position is: 

• Southern California region: $61,700-$92,600 annually
• Central California region: $65,000-$97,500 annually
• Northern California region: $69,500-$104,300 annually

If you are a Colorado or Nevada resident, the salary range for this position is $58,900-$88,400 annually

If you are a Connecticut or Maryland resident, the salary range for this position is $61,700-$92,600 annually

If you are Washington or Rhode Island resident, the salary range for this position is $65,000-$97,500 annually

If you are a New York resident, the salary range for this position is $69,500-$104,300 annually

  

We consider various factors in determining actual pay including your skills, qualifications, and experience.  In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits. 

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.  

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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 [email protected] to 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.

Sales - Distribution Support

29/08/2024

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.