Senior Client Relationship Executive - National Accounts

About the role

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.

Responsibilities

• 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

Requirements

• 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.
• 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!
• Life is brighter when you w

Benefits

Additional Information

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:

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