Client Success Manager
Kansas City, MO - USA
Job Summary
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 6400 employees and associates in our partner dental practices and operate nationwide.
At Sun Life were driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring authentic bold inspiring and impactful.
When you join Sun Life youll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions so you can make a meaningful difference in our Clients lives.
Job Description:
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK.
The opportunity: As a Client Success Manager within our Health & Risk Solutions Stop Loss organization you will help deliver a seamless Health Navigator experience across Sun Life products. Serving as a trusted partner to clients brokers consultants sales teams and internal stakeholders you will guide assigned accounts from implementation through ongoing service engagement retention and growth. You will translate client needs into coordinated solutions strengthen relationships resolve complex service issues and use insights and reporting to improve the client and member experience. This role is ideal for a proactive relationship manager who understands health solutions employee benefits or insurance and can confidently navigate a cross-functional environment.
How you will contribute:
- Own the day-to-day relationship for an assigned regional portfolio of Health Navigator clients serving as the primary contact for group benefit clients brokers consultants and strategic partners.
- Partner with sales and internal teams following intake of a new sale to understand client needs support effective product positioning and establish a coordinated service plan.
- Lead clients through implementation enrollment launch training and ongoing service ensuring clear expectations timely follow-through and a consistent experience.
- Build trusted relationships through regular business reviews and check-ins focused on satisfaction utilization engagement retention and growth opportunities.
- Coordinate across sales operations service marketing technical support and other partners to address client needs and deliver an integrated Health Navigator experience across Sun Life products.
- Identify own and drive timely resolution of complex or escalated issues including concerns raised by group administrators and executive stakeholders.
- Develop and deliver client broker consultant and sales education through webinars meetings benefit fairs and other engagement activities.
- Collaborate on communication campaigns and educational materials that increase awareness support adoption and improve member utilization.
- Monitor eligibility implementation milestones utilization service performance and satisfaction; translate findings into clear reporting and actionable recommendations.
- Bring the voice of the client to internal teams and contribute ideas that strengthen offerings processes and the group administrator and member experience.
- Maintain accurate timely documentation of client interactions commitments risks and opportunities in the client relationship management system.
What you will bring with you:
- Bachelors degree or equivalent combination of education and relevant experience.
- Three or more years of experience in client success account management relationship management customer support or a comparable client-facing role.
- Experience or working knowledge in health solutions employee benefits group insurance healthcare or a related industry strongly preferred.
- Demonstrated ability to build credibility and trusted relationships with clients brokers consultants sales partners and cross-functional teams.
- Excellent verbal written presentation and interpersonal communication skills with the ability to explain complex information clearly to varied audiences.
- Strong judgment and problem-solving skills including the ability to take ownership of escalated issues and coordinate a timely resolution.
- Highly organized and proactive with strong prioritization project management attention to detail and follow-through across multiple accounts and deadlines.
- Comfort using data client feedback and service trends to identify risks communicate insights and recommend improvements.
- Proficiency with Microsoft Office and client relationship management systems; ability to learn new technology and use digital tools responsibly and effectively.
- Ability to travel up to 15% within the United States with travel concentrated during client open enrollment periods from August through November.
Salary:
$58800-$88200
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 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.
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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. Were proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S. weve also been recognized as a Top 10 employer by the Boston Globes 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 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:
Posting End Date:
Required Experience:
Manager
About Company
Sun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.