Client Success Co-op- Fall 2026

Wellesley, MA - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Job Description:

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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.

Whats it like to work at Sun Life

Youll find it dynamic and highly professional; collaborative and supportive. We encourage career mobility. Sun Life is also a socially responsible employer supporting the communities in which we live and work with a globally recognized commitment to the environment and sustainability.

This co-op will be hybrid and students must be located near and be able to commute to our Wellesley MA office.

The Role:

The Sun Life U.S. Client Management team with Health & Risk Solutions is looking for a proactive positive and dynamic team player to join our team as a co-op. This role would support our Client Success Specialists and Customer Relationship Executives. As a member of our team you will gain valuable hands-on experience. This is an excellent opportunity to experience various aspects of Client Management Customer Service and the Stop Loss insurance industry.

Responsibilities will include but are not limited to:

Salesforce tasks as applicable.
Assist with the completion of Rep Splits and Broker licensing.
Pursuit collection and transfer of Administrative Worksheets for new business groups.
Adding/removing Contacts on policies.
Submitting renewals for Risk Approval.
Creating DocuSign Packages.
Submitting cancellation requests.
Completing Sun Life Connect access requests.
Providing ISL Account Summaries/EORs as requested.
Assist with premium research.
W-9 and Schedule A Requests.
Sending medical Plan Documents to Product.
Uploading medical Plan Documents to the sold case tracker.
Sending Contracts.
Ad Hoc project work (as needed).

Core skill sets needed for this role:

Prior experience in a customer-facing role.
Working knowledge of MS office (Word Excel PowerPoint) Outlook and Adobe products.
Excellent written and verbal communication skills.
Proactive able to manage multiple projects with demanding deadlines in a fast-paced environment.
Highly motivated organized self-driven focused with strong attentive to detail.
Critical thinking skills.

The Candidate - must meet the following requirements:

Currently enrolled in an accredited college or university during the time of internship (July 2026 December 2026). Preferably in their final year of undergraduate studies.
Must be an undergraduate or graduate student in Accounting Finance Business Administration or related field of study.
Eligible to legally work in the United States.
Ability to work full-time (40 hours/week) during Intern session.

Compensation for this position will be $24/hr.

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.

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.

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:

Temporary Employee

Posting End Date:

30/03/2026

Job Description:You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and hel...