Sun Life
Sun Life
Sun Life is a global financial services company headquartered in Toronto, Canada. Founded in 1865, it provides insurance, investment, financial advice, wealth, health, and asset management solutions for individuals, businesses, and institutions. Sun Life operates across North America, Asia, and Europe, combining financial services with health-focused offerings while emphasizing sustainability, diversity and inclusion, and community impact. Its broad business supports teams working across finance, healthcare, consulting, and related services.

Client Success Manager, Baltimore (Hybrid)

Manage Health Navigator benefit solutions for Sun Life clients in a hybrid Baltimore role. Lead implementations, client relationships, escalations, engagement, and retention across employee benefits accounts.

Description

  • Manage daily relationships across an assigned regional portfolio of Health Navigator clients
  • Act as the primary contact for group benefit clients, brokers, consultants, and strategic partners
  • Work with sales and internal teams to assess client needs and create coordinated service plans
  • Guide clients through implementation, enrollment, launch, training, and ongoing service delivery
  • Strengthen client relationships through business reviews and check-ins covering satisfaction, utilization, engagement, retention, and growth
  • Coordinate work across sales, operations, service, marketing, technical support, and other partner teams
  • Take ownership of complex or escalated issues and drive them to timely resolution
  • Create and deliver education for clients, brokers, consultants, and sales teams through webinars, meetings, benefit fairs, and other engagement activities
  • Support communication campaigns and educational materials that build awareness, encourage adoption, and improve member utilization
  • Track eligibility, implementation milestones, utilization, service performance, and satisfaction
  • Convert findings into clear reports and practical recommendations
  • Represent client feedback internally and suggest improvements to offerings, processes, and client and member experiences
  • Keep complete records of client interactions, commitments, risks, and opportunities in the client relationship management system

Requirements

  • Bachelor’s degree or an equivalent combination of education and relevant experience
  • At least three years of experience in client success, account management, relationship management, customer support, or a similar client-facing field
  • Experience or working knowledge in health solutions, employee benefits, group insurance, healthcare, or a related field is strongly preferred
  • Ability to establish credibility and trusted partnerships with clients, brokers, consultants, sales partners, and cross-functional teams
  • Excellent verbal, written, presentation, and interpersonal communication abilities
  • Sound judgment and effective problem-solving skills
  • Strong prioritization, project management, attention to detail, and follow-through
  • Ability to apply data, client feedback, and service trends to identify risks and recommend improvements
  • Proficiency with Microsoft Office and client relationship management platforms
  • Ability to learn new technologies and use digital tools responsibly and effectively
  • Willingness to travel up to 15% within the United States, primarily during client open enrollment from August through November

Benefits

  • Discretionary annual incentive opportunity tied to individual and business performance
  • Generous vacation and sick leave
  • Paid family, parental, and adoption leave
  • Medical coverage
  • Company-paid life and accidental death and dismemberment insurance
  • Disability programs
  • Partially paid sabbatical program
  • 401(k) employer matching
  • Stock purchase opportunities
  • Employer-funded retirement account
  • Flexible, inclusive, and collaborative workplace
  • Support for career development and growth

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