Renewal Portfolio Manager

About the role

The Renewal Portfolio Manager (RPM) is a revenue generating role that is responsible for managing the end-to-end renewal process and owning renewal outcomes for Sun Life's Small Business segment 2-49 enrolled lives. The position is accountable for achieving persistency and growth targets through case retention, organic growth and cross-selling additional lines of coverage on the assigned block of business. How you will contribute: Responsible for renewal management on cases with 2-49 enrolled lives: reviews case details and renewal outputs, ensuring accuracy and alignment to block rated methodology. Focuses on identifying cross-selling opportunities, supporting client retention strategies, and building strong broker and partner relationships Owns renewal results for block of business; responsible for achieving persistency and growth targets through effective retention efforts and cross selling additional lines of coverage Builds and maintains external relationships with key personnel at the agencies in assigned territory Builds and maintains relationships with internal teams to facilitate customer inquiries/issue resolution in conjunction with the renewal process Builds and maintains relationships with sales reps, Account Executives and internal service teams. Collaborates regularly on opportunities, threats, and necessary action plans to meet customer and broker needs throughout the renewal process Tracks and maintains all current renewal status and data. Organize information to be relevant and timely to follow Sun Life internal process, deliver timely renewals to the market Set appropriate and reasonable expectations with internal and external partners Maintains proper documentation of all renewal activities in all systems including, but not limited to, Salesforce Manages Lead Generation Integrations, including reviewing inbound leads, validating accuracy and eligibility, and routing opportunities to the appropriate sales or internal partners for follow-up Performs other duties as needed What you will bring with you: Ability to multi-task and work accurately and effectively in a fast paced environment Ability to set priorities in a high volume, fast-paced environment Ability to collaborate and negotiate with remote internal partners Ability to actively listen to clients, paying attention to their needs, wants, likes, dislikes, trends, ideas and suggestions Knowledgeable, service-oriented professional approach Flexibility, adaptability and the ability to pitch in and support the team at all times Ability to influence the horizontal process and influence the owners of each part of the process Excellent problem solving skills with high energy and enthusiasm Strong verbal and written communication skills Thorough understanding of contract provisions and administrative policies and procedures In-depth knowledge of group insurance products and processes Ability to understand, interpret and explain contracts, plan design option, and rating factors Demonstrated knowledge of underwriting principles and rating philosophies College degree preferred One to Two years of account management experience or equivalent industry experience in Insurance or Employee Benefits is preferred Salary Range: $58,800 - $88,200 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 ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are

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: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK.

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