Client Relationship Manager

Job Summary

Sun Life U.S. is one of the largest providers of employee and government benefits, serving approximately 50 million Americans. As a Client Relationship Manager (CRM), you will manage the overall relationship and financial performance of a portfolio of Health & Risk Solutions (H&RS) clients, brokers, and third‑party administrators (TPAs).

Sun Life embraces a hybrid work model that balances in‑office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office.

• Establish and maintain excellent working relationships with internal and external partners.
• Partner with Implementation Consultants (ICs) to ensure seamless implementations, proactively addressing questions and concerns.
• Conduct consistent, proactive education and outreach communication with external partners.
• Assess, clarify, and validate customer needs, proposing innovative solutions to address unique challenges.
• Demonstrate success in negotiation, persuasion, and solutions‑based service across departments.
• Oversee issue resolution, identify root causes, and participate in creating solutions.
• Manage the ongoing lifecycle and renewal process for your assigned block of business.
• Handle escalated service issues from SLS, providing creative alternatives to enhance client experience.
• Collaborate with Sun Life Financial personnel to meet client expectations and growth objectives.
• Maintain in‑depth knowledge of H&RS products, services, processes, and the self‑insured competitive landscape.
• Act as a liaison between the home office and the Distribution team.
• Use Salesforce to manage business and document all relevant customer and broker activities.
• Participate in developing CRM team processes, suggesting efficiency improvements using CI Tools.
• Partner with CRE on projects representing the Client Success Organization.

• Ability to work with a diverse range of people.
• Bachelor's degree and/or 1‑3 years of Group, Stop Loss, and Self‑Funded insurance experience (preferred).
• Exceptional communication skills and strong relationship‑building abilities.
• Proven success in negotiation, persuasion, and solutions‑based service.
• Strong record of effective customer service.
• Excellent organizational and prioritization skills.
• Ability to work in a fast‑paced environment, managing multiple priorities.
• Critical thinking skills and autonomous work capability.
• Proficiency in Microsoft Office suite, especially Excel.
• Experience with CRM tools, particularly Salesforce.
• Strong presentation and interpersonal skills.
• Effective listening and note‑taking abilities.
• Results‑oriented mindset and superior collaboration skills.

$63,000‑$94,500. The salary range is competitive nationwide and is determined based on your skills, qualifications, experience, education, and geographic location. In addition to base salary, the position is eligible for a discretionary annual incentive award based on individual and overall business performance.

Sun Life prioritizes employee 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. Retirement plans include 401(k) with employer match, stock purchase options, and an employer‑funded retirement account. We provide a flexible, inclusive, and collaborative work environment that supports career growth.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported, and empowered to thrive. We encourage applications from qualified individuals from all backgrounds. 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.

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  to request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice. Sun Life does not require or administer lie detector tests as a condition of employment or continued employment.