Sun Life — штаб-пәтері Канаданың Торонто қаласында орналасқан жаһандық қаржылық қызметтер компаниясы. 1865 жылы құрылған компания жеке тұлғаларға, бизнеске және ұйымдарға сақтандыру, инвестициялау, қаржылық кеңес беру, әл-ауқатты басқару, денсаулық сақтау және активтерді басқару шешімдерін ұсынады. Sun Life Солтүстік Америкада, Азияда және Еуропада жұмыс істейді, қаржылық қызметтерді денсаулыққа бағытталған ұсыныстармен ұштастыра отырып, тұрақтылыққа, әртүрлілік пен инклюзияға және қоғамға әсер етуге басымдық береді. Оның ауқымды қызметі қаржы, денсаулық сақтау, консалтинг және онымен байланысты қызметтер салаларында жұмыс істейтін командаларды қолдайды.
Client Success Manager - Health Navigator Benefits (Baltimore Hybrid)
Sun Life U.S. is hiring a Client Success Manager to support Health Navigator benefits clients. The role oversees implementations, client relationships, escalations, engagement, and retention across employee benefits accounts.
Сипаттама
- 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 coordinate service plans
- Direct implementation, enrollment, launch, training, and ongoing client service
- Lead business reviews and regular 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 and escalated client issues through resolution
- Provide education for clients, brokers, consultants, and sales teams through webinars, meetings, benefit fairs, and other engagement activities
- Support the development of communication campaigns and educational materials
- Track eligibility, implementation milestones, utilization, service performance, and satisfaction
- Prepare reports and translate findings into actionable recommendations
- Share client feedback with internal teams and help identify service improvements
- Keep client relationship management system records complete and accurate
Талаптар
- 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 role
- Experience or working knowledge of 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 problem-solving ability, including responsibility for escalated issues and prompt resolution
- Strong organizational, prioritization, project management, detail management, and follow-through skills
- Ability to interpret data, client feedback, and service trends to identify risks and propose improvements
- Proficiency with Microsoft Office and client relationship management platforms
- Ability to learn new technology and use digital tools responsibly and effectively
- Ability to travel up to 15% within the United States, primarily during client open enrollment from August through November
Артықшылықтар
- 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
- Employee stock purchase options
- Employer-funded retirement account
- Flexible, inclusive, and collaborative work environment
- Support for career development and growth
- Discretionary annual incentive award tied to individual and business performance