[Remote] Senior Client Relationship Executive - National Accounts

Note: The job is a remote job and is open to candidates in USA. Sun Life is one of the largest providers of employee and government benefits in the United States, helping millions access necessary care and coverage. They are seeking a Senior Client Relationship Executive to manage and grow relationships with key clients and brokers, driving retention and identifying growth opportunities across their suite of products and services.

Responsibilities

• 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
• Meet annual retention, growth, and cross-sell targets
• Identify and execute opportunities to expand client engagement and product adoption
• 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
• 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
• 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
• Manage client activity in Salesforce
• Maintain a strategic business plan aligned to territory goals
• Travel 50–60% within your assigned region

Skills

• 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)
• Bachelor's degree
• CLMS designation preferred

Benefits

• Discretionary annual incentive award based on your individual performance as well as the overall performance of the business
• Generous vacation and sick time
• Market-leading paid family, parental and adoption leave
• Medical coverage
• Company paid life and AD&D insurance
• Disability programs
• A 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
• Reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans

Company Overview