Associate Client Success Manager

Sun Life ක.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.

The Associate Client Success Manager is responsible for maintaining and growing relationships between Pinnacle Care and our group benefit clients, consultants, brokers, and strategic partners. This role works with clients within the assigned Client Success Managers portfolio and provides support in the primary daily needs for Pinnacle Care clients and contributes to client satisfaction, retention and growth.

• Ability to work with a diverse range of people
• Strong relationship building skills
• Excellent organizational and prioritization skills, follow through and the ability to management multiple clients matters simultaneously
• Project or Account coordination experience
• Excellent communication skills and sense of urgency
• Compelling communicator and service oriented
• Ability to navigate and adapt to a changing, fast paced work environment

• Bachelor's degree and a minimum of 2+ years in a client/customer account coordinator role
• Healthcare and demonstrated knowledge of group benefit or ancillary plans and products is highly preferred
• Computer proficiency with MS Office and CRM database system
• Ability to travel up to 10% of the time mainly during client open enrollment periods

• Provides general support to the assigned Client Success Managers to provide proactive account management through the development of strong relationships and industry knowledge
  • Communicates regularly with Client Success Managers to ensure client needs and expectations are consistently met or exceeded
• Acts as a liaison between Pinnacle Care and the client regarding the provision of employee/group benefits services including service support, engagement, communications, technical support, operations, and overall member experience.
• Supports new account enrollment/implementation, and provides training and development of internal and external clients and associates as well as consultants/brokers.
  • This includes managing employee eligibility, assisting with the development employee communication campaigns, reporting of aggregate employee utilization, etc.
• Facilitates or assists in facilitation of resolutions of Client problems or concerns including but not limited to, handling unsatisfied group administrator calls, executive inquiries, and inappropriate requests for care
• Supports check‑in calls on a monthly, quarterly, or otherwise regular basis to ensure proper utilization and overall service satisfaction.
• Actively participates in the development of Pinnacle Care's group benefit offerings and provides input and suggestions to enhance group administrator experience.
• Attends Client Benefit Fairs and interacts with Pinnacle Care Members and client employees.
• Assists in creation of regular reporting to Pinnacle Care management on overall program utilization, satisfaction, polém spanning styled. analysis? w.

Salary Range: $60,200 - $90,300
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.

Not…