Sun Life

Role Description 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. Your Home Office. A National Client Base. Unlimited Opportunity to Make an Impact. Sun Life is expanding its Group Retirement Services team and is seeking talented Retirement Consultants based in British Columbia and Alberta. This fully remote role offers the opportunity to work with clients across Canada, helping them navigate important financial decisions while building meaningful relationships and driving business growth. You'll have the flexibility of working from home combined with the backing of a trusted Canadian leader in financial services, ongoing development opportunities, and a team committed to your success. If you're passionate about delivering exceptional client experiences and ready to grow your career with a purpose-driven organization, we encourage you to apply. Make an Impact Where It Matters Most! At Sun Life, clients are at the heart of everything we do, and as a licensed Retirement Consultant, you’ll play a front‑line role in helping them feel confident about what’s next. On our Client Solutions team, you’ll connect with Sun Life clients by phone, listen closely to their goals, and deliver tailored retirement recommendations that fit their stage of life. This is more than a sales role. It’s about building trust, simplifying complex financial choices, and making a real difference in people’s lives every day. What you’ll do - Build meaningful relationships with Group Retirement Savings plan members through proactive outreach - Guide clients through retirement planning conversations, helping them understand their options and feel confident in their decisions - Provide personalized financial advice aligned to each client’s goals, life stage, and needs - Translate complex financial concepts into simple, relatable guidance - Stay curious and continuously learn, keeping up to date on products, tools, and industry trends - Contribute to a supportive, high-performing team where success is shared and celebrated Why this role is special: This role is focused on supporting and advising existing Sun Life clients, allowing you to build meaningful relationships without the need for cold calling or new client prospecting. Qualifications - Strong communication and relationship-building skills, you connect easily and authentically - A natural ability to listen, understand, and guide others - Self-motivated and can work independently - Minimum of 1-3 years of related sales experience in the financial services industry is preferred - Confidence to ask questions and uncover client needs - A growth mindset: you’re motivated to learn and improve - Experience in sales or financial services is an asset, but not required - Valid and active Life Insurance License (LLQP) Requirements - Experience selling wealth products over the phone - Completion of a college or university degree - Certified Financial Planner (CFP) designation or Financial planner designation (IQPF) - Canadian Securities Course (CSC) - Canadian Investment Fund Course (IFIC) Benefits - Career growth & development – clear pathways and ongoing learning - Flexibility & wellbeing – hybrid work and programs that support your whole self - Competitive base salary with a quarterly bonus based on sales results - Inclusive culture – where diverse perspectives are valued and voices are heard - Top performers don't just get recognized—they get rewarded. Excel in your role and earn an exclusive platinum leadership trip, where high achievers connect with senior leaders and celebrate outstanding results together - Purpose-driven work – helping Canadians build financial security - Comprehensive flexible benefits program including: - Medical, dental, life, critical illness and disability insurance - Robust defined contribution pension plan - Matching Stock Ownership and Savings Programs - Paid sabbatical leave, every 5-year milestone anniversary - Tuition assistance and Licensing fees covered - Market-competitive total compensation package, including a base salary and variable incentives - This role is eligible to participate in a sales incentive plan with industry-leading incentive payout opportunities Company Description Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com. We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Role Description 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. Your Home Office. A National Client Base. A Sales Career With Purpose. Sun Life is growing its Group Retirement Services team and we are looking for talented, licensed Financial Services Consultants based in British Columbia or Alberta. This is a fully remote sales role where you will connect with existing Sun Life Group Retirement Savings plan members across Canada. This role is ideal for someone who enjoys sales, is motivated by results, and wants to do meaningful work with the backing of one of Canada’s most trusted financial services brands. You will have access to an established client base, strong training and development, competitive compensation, and industry-leading incentive opportunities. If you are driven, client-focused, and ready to grow your career in financial services sales, we encourage you to apply. Why this role is special - This role focuses exclusively on existing Sun Life clients. - You'll spend your time helping clients maximize their retirement savings and achieve their financial goals—without cold calling or prospecting for new clients. - You'll have the opportunity to leverage your sales expertise while building long-term client relationships and delivering meaningful financial outcomes. Make an Impact Through Advice, Sales, and Client Relationships! At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant, Wealth, you will play an important role in helping clients achieve lifetime financial security and live healthier lives. In this role, you will speak with existing Sun Life clients primarily by phone, and through video meetings when appropriate. You will uncover client needs, explain their options, provide personalized recommendations, and help them take action with confidence. What you will do: - Proactively contact existing Sun Life Group Retirement Savings plan members who are leaving, or have recently left, their employer retirement or savings plan to discuss the value of keeping their assets with Sun Life. - Conduct primarily phone-based consultations, with video meetings as needed, to understand each client’s goals, financial situation, and future needs. - Recommend appropriate savings, investment, and insurance solutions based on each client’s needs, life stage, and priorities. - Build meaningful relationships with Group Retirement Savings plan members by delivering a professional, personalized, and advice-driven client experience. - Use strong discovery skills to ask thoughtful questions, uncover opportunities, and help clients make confident financial decisions. - Stay current on Sun Life products, industry trends, competitor offerings, regulatory expectations, and changes in the financial services marketplace. - Take ownership of sales activity, client follow-up, and results while contributing to a supportive, high-performing team culture. - Continuously strengthen your product knowledge, financial acumen, client conversation skills, and sales effectiveness. Qualifications - Valid and active Life Insurance License (LLQP) or Insurance of Persons License in Quebec (PQAP). - Strong communication skills with the ability to build rapport quickly over the phone and through video. - Experience selling or recommending investment, retirement, or financial products is an asset. - Strong listening skills with the ability to understand client needs and communicate complex financial information in an accessible manner. - Self-motivated, goal-oriented mindset with the ability to work independently in a remote environment. - Completion of a college or university degree, or equivalent related experience. Benefits - Career growth & development – clear pathways and ongoing learning. - Inclusive culture – where diverse perspectives are valued and voices are heard. - Recognition & rewards – celebrating performance and impact, including a fully paid trip recognizing our Platinum performers. - Purpose-driven work – helping Canadians build financial security for life. - Comprehensive flexible benefits program including: - Medical, dental, life, critical illness, and disability insurance. - Robust defined contribution pension plan. - Matching Stock Ownership and Savings Programs. - Three weeks of paid vacation to start, increasing with service. - Paid sabbatical leave every five years. - Tuition assistance and licensing fees covered. - Market-competitive total compensation package, including a base salary and variable incentives. Company Description Sun Life offers a hybrid organization that provides employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients, and you!

Role Description The Opportunity: This role supports clients located in Central and Eastern Standard Time Zones. In this role, you will be responsible for intake and resolution of Customer (U1000 lives) inquiries, problems and/or service requests. You will act as the primary issue resolution owner and be responsible for resolving any Customer problems or issues. You will take ownership of issues from beginning to end. How You Will Contribute: - Coordinate with all necessary 'back office' areas to resolve - Organize, oversee, manage, monitor and follow through. - Act as the daily point of contact for any customer inquiries (calls, emails, web chats, etc.). - Track activities in CRM. - Responsible for fulfilling reporting requests from customers. - Maintain tracking and reporting. Identify and drive business changes / continuous improvements needed. - Look at trends and root cause analysis and work with internal partners from claims, Underwriting, etc. to identify improvement opportunities. What You Will Bring With You: - You must be very responsive, resolving service issues as quickly as possible. - You will develop solutions to customer needs/issues during the entire lifecycle of the case. - Able to work effectively in a fast-paced environment. - The ability to actively listen to customers, paying attention to their needs, wants, likes, dislikes, trends, ideas and suggestions is critical. - Knowledgeable, service-oriented professional approach. - This role requires flexibility, adaptability and the ability to pitch in and support the team's work at all times. - Proven record of providing strong and effective customer service. - Ability to influence the horizontal process and influence the owners of each part of the process. - Experience effectively analyzing issues and identifying root causes to prevent reoccurrence. - Understanding of systems and technology. Qualifications - You should have a thorough understanding of contract provisions and administrative policies and procedures. - Experience within the Group Employee Benefits Industry; with FMLA and Paid Statutory Leave experience required. - Bachelor's degree preferred. - 5+ years of client-facing experience or an equivalent combination of education and experience. - Excellent problem-solving skills and high energy and enthusiasm. - Strong verbal and written communication skills. Requirements - National Average Base Salary: 58,800-88,200. - Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. - This position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. Benefits - Comprehensive benefits, including generous vacation and sick time. - Market-leading paid family, parental and adoption leave. - Medical coverage. - Company paid life and AD&D insurance. - Disability programs and a partially paid sabbatical program. - 401(k) employer match, stock purchase options and an employer-funded retirement account. - Flexible, inclusive and collaborative work environment that supports career growth.

Role Description As a Client Record Maintenance Administrator, you will manage a variety of client record transactions and policy maintenance requests. You will ensure that all updates and changes to client and policy records are processed accurately, in compliance with company policies and regulatory requirements. You’ll have the opportunity to collaborate with internal partners such as Claims, Legal, and Compliance to ensure records are current, complete, and correct. You will receive structured on-the-job training, full guidance and support from your manager, and access to a comprehensive knowledge base to help you build confidence and develop in your role. Key Responsibilities - Client and Policy Record Management - Process client requests such as changes of address, name changes, and updates to contact details - Record and update ownership changes, including owner deaths and ownership transfers - Process and record Power of Attorney, Guardianship, or Conservatorship documentation - Manage Collateral Assignments, including recording and releasing assignments - Verify policyowner identity and ensure documentation meets compliance standards - Handle W-9 requests, returned mail, and missing policyholder follow-ups - Data Accuracy and Quality Control - Ensure all transactions are accurately recorded in administrative systems (e.g., SOLAR, AROW) - Maintain and reconcile client information to support data integrity and audit readiness - Monitor outstanding items, initiate follow-ups, and escalate issues as required - Client Communication - Prepare and send correspondence to clients and third parties regarding record updates - Provide clear and professional written communication aligned with company standards - Support internal partners by supplying accurate client data and responding to information requests - Collaboration and Continuous Improvement - Build and maintain relationships with staff from other departments to resolve queries - Identify process improvement opportunities to increase efficiency and streamline workflows - Participate actively in departmental meetings, training sessions, and team projects Qualifications - Third-level qualification desirable but not required - Previous experience in insurance administration, client servicing, or a related role preferred - Knowledge of life insurance products or financial services industry an advantage Requirements - Strong analytical and problem-solving skills - Excellent written and verbal communication skills - Exceptional attention to detail and accuracy - Strong organizational and time management abilities - Proven ability to work independently and within a team environment - High degree of integrity and commitment to client service and quality - Ability to adapt and thrive in a fast-paced, dynamic environment Benefits - Structured on-the-job training with full support and mentorship - Opportunities for career development and professional growth within IFM - Collaborative and inclusive team culture - Opportunity to contribute to process and system improvements

Role Description 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. We have an opportunity for a Claims Administrator on the Individual Claims team. ** We will also consider candidates willing to work a part-time schedule. This role offers an exciting opportunity to manage the Client’s journey throughout the life of a claim from claim notification through to final settlement. Our aim is to settle claims fairly, first time and in a timely manner. This role requires a self-motivated individual capable of handling complex administrative tasks with minimal supervision. While training will be provided, the ideal candidate should be comfortable working independently and making decisions within established guidelines. When you join the Claims Team, you will be given structured on-the-job training with full guidance and support from your team leader, manager, and team members. You will be trained on a phased basis in all aspects of the life of a claim as well as the technical side to help you build confidence in your role. You will be safe in the knowledge that there is a continued strong support network around you. - Handle death notifications and communicate claim requirements to clients - Process claims efficiently within service level agreements - Ensure clear communication and compliance with SOX, state, and regulatory requirements - Identify and escalate potential risks or suspicious activities - Utilize our Knowledge Base for guidance on claims processes - Collaborate with internal partners such as Legal and Compliance when needed - Receive training on death claims follow-ups and related transactions - Build relationships across departments to handle client requests effectively - Participate in team projects as opportunities arise - Receive support for career development within Sun Life Qualifications - Third Level qualification desirable but not required - Minimum of 1+ years of administrative experience in a detail-oriented role - Previous Claims Experience in a similar role is highly desirable OR Knowledge and/or experience of the Life Insurance Industry is a plus - Proven track record of strong organizational skills and attention to detail - Excellent written and verbal communication skills with an ability to handle written and telephone inquiries of a sensitive nature - Strong interpersonal skills as this role requires collaboration and engagement of various stakeholders - Proficiency in Microsoft Office Suite, particularly Word and Excel - Ability to manage and prioritize multiple tasks efficiently - Strong problem-solving skills and ability to work independently Benefits - 22 Days Annual Leave - increasing to 25 days based on length of service - Maternity Leave, Paternity Leave, Parental Leave - €275 Fitness Reimbursement for gym membership annually - Annual Bonus plan based on Company and Individual Performance - 100% Private Health Insurance cover for employees and 50% contribution for family members from date of hire - S&S Club, Wellness Programme, GP Scheme, Flu Vaccines, Eye Care Scheme as well as lots of discounted events and classes - Defined Contribution Pension Scheme

Role Description The Client Care Centre Senior Case Manager (SCM) provides consistent, quality client service experience for Group Benefits Clients, Sponsors, and Providers who contact the Client Care Centre. This individual is empathetic and compassionate, with a desire to resolve Client problems. They do this by: - Approaching each case with a client-focused mindset. - Partnering with internal stakeholders including, but not limited to, the CCC various Tier-2 and Support Team; Business Development, Best Practices, Client Advocacy Team, Service Recovery Team, Advisors & Leadership Team, Ombudsman team, Executive Leadership Team, etc. - Providing long-term solutions to client issues and concerns while following our Client Problem Resolution Framework. - Looking at every case as an opportunity to improve our processes and routines, submitting CIs and Knowledge Enhancement requests when necessary. Qualifications - Exceptional client focus, listening skills, and deep understanding of client needs. - Empathy and compassion with a strong drive to help clients and build strong client relationships. - Resourceful / Problem Solver, with the ability to identify, plan, and solve client problems effectively and efficiently. - Critical Thinking - uses rational and logical decision-making in acting on situations. - Strong commitment to continuous improvement and quality of work. - Strong time management and organizational skills. - Exceptional communication skills - ability to speak and write using plain language and Sun Life's caring, optimistic, and relevant tone of voice. - Ability to work independently and take initiative. - Good judgment - willing to go the extra mile if situations call for it. - Ownership and Accountability - sets and achieves stretch objectives through a sense of urgency and personal ownership. - Positive Attitude towards work - understands and embraces his/her role with high self-motivation. - Responsible in carrying out tasks assigned and understands the impacts of not meeting sensitive deadlines. - Patience - deals with clients and CCRs with professionalism regardless of the inquiry. - GB RCM Skill required. Requirements - Minimum Band Level of 4B. - Performance Rating of 3 or higher during the 2025 Annual Performance Review and in the stack rank for the last 6 months. - Not on corrective action/Performance Improvement Plan and administrative case during or within 3 months prior to the roll out of the IJP. - No reliability issues for the last 6 months. - Must comply with assigned shift schedule or either day or night shift, in line with business requirements. - Must be Work From Home enabled, with a stable internet connection (at least 25mbps). - Selected candidates to remain part of the team for a minimum of 12 months and will not be eligible to apply to another IJP during this period. - Recently progressed Band Level are eligible to apply; however, their band movement to Band Level respectively will be completed after 12 months of being in their current sub-band. - Employees who do not get selected for the role at the first attempt are eligible to apply after 3 months of the initial attempt. Company Description

Role Description The Associate Director will be responsible for managing the lines of business at SLGS-PH Operations. This position will be directly accountable for: - Driving growth and strategy - Managing service delivery and the performance of 300+ staff in Manila including Managers, Team Leaders, and frontline Client Care Representatives - Building and sustaining strong partner relations with internal stakeholders and business partners As a member of the SLGS-PH Operations team, the incumbent is accountable for: - Participating in the development and execution of the vision, goals, and continuous improvement objectives - Delivering on the overall Operations priorities related to client focus, productivity, efficiency, and talent management - Driving identification of new opportunities to add scale - Leading discussions and working effectively with prospective partners across Sun Life in the transition of new work - Building physical and IT infrastructure to support planned growth - Managing business continuity and operational risk This position will be jointly accountable with the other Operations Leaders in ensuring effective and efficient operations, balancing and satisfying the expectations of all stakeholders, employees, clients, advisors, and internal business partners. The Associate Director of Operations will be required to work the night shift schedule, supporting North America business hours and following North America holiday schedule. Qualifications - Minimum Band Level of 6B - Performance Rating of 3 or higher during the 2025 Annual Performance Review and in the stack rank for the last 6 months - Not on corrective action/Performance Improvement Plan and administrative case during or within 3 months prior to the roll out of the IJP - No reliability issues for the last 6 months - All employees with at least 1 year in their current sub band including the probationary period of six months are eligible to participate in the internal recruitment Requirements - Must comply with assigned shift schedule or either day or night shift, in line with business requirements - Must be Work from Home enabled, and with stable internet connection (at least 25mbps) - Based on business requirements, the organization will reserve the right to make any decisions pertaining to role, tasks of the short-listed candidates, and requirements of the IJP etc. - Selected candidates to remain part of the team for a minimum of 12 months and will not be eligible to apply to another IJP during this period. Company Description

Role Description This position reports to Director, Voluntary Solutions, and is located in or near a field sales office, depending on the market. The primary objective of this role is to manage new issue benefit communications as directed in their designated territory. The Voluntary Solutions Manager provides leadership and direction for all benefit communications fulfillment in a defined market to achieve high-level performance, expense management objectives, and high-quality delivery of benefit communications. The Voluntary Solutions Manager (VSM) role is a critical sales enablement role supporting 19 EBRs across Pacific Northwest (3), Northern California (5), Southern California (6), and Southwest (5) regions. What you will do: - Benefit Communication Strategy - Provides leadership and direction to brokers and clients for all benefit communications, digital and virtual enrollments strategies. - Define the enrollment strategy for new issue clients and set expectations for future enrollment events. - Promoting the virtual enrollment capabilities and resources available to Sun Life Clients. - Collaborate with sales and marketing in support of finalist presentations and serves as a primary interface with Clients and Brokers. - Advise on all aspects of benefit communication and enrollment strategies for the Client including: - Determine enrollment strategy and what tools and resources will best support the Client. - Develop a success timeline for Client’s open enrollment. - Review Benefit administration platform, provide content and marketing materials. - Manage the expense and resource management for enrollment event. - Voluntary Product and SH Market SME - Engage Sales Reps, Brokers and Clients in conversations to determine the most effective way to enroll, onboard and administer their employees. - Deep working knowledge of the Voluntary products and ability to be a product expert during prospecting calls. - Early identification of Ben Admin requirements and resourcing for Brokers and Clients with Sun Life's internal teams and resources. - Working knowledge of the SH claims process and capabilities. - Lead demos and finalist presentations for Sun Life's digital capabilities including: - Pasito, - Virtual Enrollment Meetings, - Benefits Explorer, etc. - Identify opportunities within the BIF for Dental/Voluntary cross sales and promotion of the Dental Networks in market. - Tech Credit, subsidy and implementation fee management. - Analyze and adhere to the budget and expenses for managed benefit communications events. Qualifications - Strong organizational skills, accurate and detail-oriented. - Collaborative workstyle and comfortable navigating across multiple business units. - Excellent communication and presentation skills with ability to represent Sun Life effectively. - Ability to manage competing priorities and work effectively and independently within time constraints. - Strong decision-making, analytical skills and creative problem-solving capabilities. - Demonstrated ability to work independently in alignment with business unit priorities. - Must be able to travel to the sales offices for meetings and to broker meetings and enrollments in the field. - High School degree required; College Degree preferred. - Bi-lingual skills would be beneficial. - 3-5 years of employee benefits insurance experience preferred. - Licensed in Life and Health or ability to obtain a license within 3 months of hire. Benefits - Comprehensive benefits including generous vacation and sick time. - Market-leading paid family, parental and adoption leave. - Medical coverage, company paid life and AD&D insurance, disability programs. - Partially paid sabbatical program. - 401(k) employer match, stock purchase options and an employer-funded retirement account. - Flexible, inclusive and collaborative work environment that supports career growth. Company Description Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Role Description The Vendor Manager provides leadership, direction and oversight in managing third-party supplier relationships within a high volume, fast paced client service environment. This role ensures the delivery of consistent and high-quality service experience through vendor partners supporting the Client Care Centre. The Vendor Manager is accountable for ensuring external vendors meet contractual obligations, performance targets, and service standards aligned with the CCC’s objectives. This includes strong execution of governance frameworks, performance management, and continuous improvement practices to drive optimal outcomes. The role requires close collaboration with internal stakeholders and vendor partners to deliver on key performance metrics and client experience goals. Qualifications - Proven vendor management and/or operations leadership experience - Strong performance management capability with experience managing SLAs, KPIs, and service delivery metrics - Ability to influence and drive accountability across internal and external stakeholders - Strong analytical skills with the ability to interpret data and drive actionable insights - Capable of working in a structured and tactical operating model - Strong problem-solving and decision-making skills - Excellent communication skills (verbal and written) - Strong collaboration and stakeholder management skills - Ability to build sustainable processes and identify continuous improvement opportunities Requirements - Bachelor's degree - At least 2 years’ recent experience as a manager supporting a Healthcare Insurance account - At least 3 years of leadership or stakeholder management experience - Strong analytical and problem-solving skills - Outstanding communication skills – written and verbal - Ability to manage complex stakeholder relationships and drive results through influence - Ability to handle escalations and high-pressure situations effectively - Demonstrated ability to lead cross-functional collaboration - Adaptability, flexibility, and strong decision-making skills - Strong organizational and planning capabilities - Good presentation skills - Must be Work from Home enabled, and with stable internet connection (at least 25mbps) Benefits - Foster a partnership culture that promotes accountability, collaboration, and performance excellence - Support financial oversight including vendor cost management, billing validation, and budget adherence - Drive continuous improvement by identifying opportunities for process, efficiency, and cost optimization - Communicate openly with stakeholders and vendor partners to ensure clarity on initiatives and expectations - Support and actively endorse People, Partnership, Passion and Performance and philosophies - Partner with other areas to promote understanding and knowledge exchange between internal teams and vendor partners

Role Description The Senior Client Relationship Executive is a strategic, revenue-driving role focused on managing and growing relationships with key clients and brokers. You’ll act as a trusted advisor—driving retention, identifying growth opportunities, and delivering a best-in-class client experience across Sun Life’s full suite of products and services. What You’ll Do - Own and grow strategic client relationships - Manage a portfolio of large, complex clients, including those with advanced benefit plans, absence management programs, and technology integrations (e.g., APIs, payroll feeds) - Build strong, trusted partnerships with clients and brokers to drive long-term growth and retention - Drive revenue and retention - Meet annual retention, growth, and cross-sell targets - Identify and execute opportunities to expand client engagement and product adoption - Lead client strategy and experience - Proactively assess client needs and deliver tailored solutions - Serve as the primary liaison across internal teams to ensure alignment and issue resolution - Lead renewal strategy and positioning in partnership with underwriting and sales - Collaborate across the business - Partner with internal teams (Client Advocates, Implementation, Benefits Education, Sales) to deliver seamless client experiences - Support finalist presentations and communicate Sun Life’s value proposition - Deliver proactive communication and insights - Conduct regular client outreach (meetings, calls, webinars) - Lead business reviews to assess performance, identify risks, and recommend solutions - Stay informed on market trends and advise clients accordingly - Operate with discipline and accountability - Manage client activity in Salesforce - Maintain a strategic business plan aligned to territory goals - Travel 50–60% within your assigned region Qualifications - 5+ years of experience in group employee benefits; including absence management; with dental highly preferred - Demonstrated experience managing large, complex client relationships (2,000-5,000+ lives) - Insurance license (or ability to obtain) - CLMS designation preferred - Bachelor’s degree preferred Requirements - Proven ability to build and manage executive-level client relationships - Strong communication, influence, and conflict resolution skills - Ability to lead with integrity, collaboration, and accountability - Experience growing revenue through cross-sell and retention strategies - Strong financial acumen and understanding of pricing, profitability, and risk - Strategic thinker with strong planning and problem-solving capabilities - Highly organized, self-directed, and results-oriented - Skilled at managing multiple priorities in a fast-paced environment - Resilient and adaptable to change - Deep knowledge of group employee benefits and absence management - Understanding of market trends and competitive landscape Benefits - Comprehensive benefits, including generous vacation and sick time - Market-leading paid family, parental, and adoption leave - Medical coverage - Company paid life and AD&D insurance - Disability programs - Partially paid sabbatical program - 401(k) employer match - Stock purchase options - Employer-funded retirement account - Flexible, inclusive, and collaborative work environment that supports career growth