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Sun Life Financial, Inc.

Senior Client Relationship Executive - National Accounts

Posted 7 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Milwaukee, WI
95K-142K Annually
Senior level
In-Office or Remote
Hiring Remotely in Milwaukee, WI
95K-142K Annually
Senior level
The Senior Client Relationship Executive manages and grows relationships with key clients and brokers, driving retention and revenue. Responsibilities include client strategy, communication, collaboration with internal teams, and delivering tailored solutions to meet client needs.
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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. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.  

Job Description:

The Opportunity

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

What You Bring

Relationship & Leadership Skills

  • 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

Business & Sales Acumen

  • 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

Execution & Agility

  • Highly organized, self-directed, and results-oriented
  • Skilled at managing multiple priorities in a fast-paced environment
  • Resilient and adaptable to change

Industry Expertise

  • Deep knowledge of group employee benefits and absence management
  • Understanding of market trends and competitive landscape

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

Why This Role Matters

You’ll play a critical role in driving client loyalty, delivering value, and fueling growth—while acting as a trusted partner to some of our most complex and high-impact clients.

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. National Salary Range: $94,500 - $141,800

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! 

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive.  We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate.  We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with 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.  Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account.  Enjoy a flexible, inclusive and collaborative work environment that supports career growth.  We’re proud to be recognized in our communities as a top employer.  Proudly Great Place to Work® Certified in Canada and the U.S., we’ve also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row.  Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations 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.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

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.

Job Category:

Sales - Client Relationship Management

Posting End Date:

15/06/2026

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