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Sun Life
Sun Life
Sponsor pentru viza H1BAsistență medicalăConsultanțăFinanțe
Sun Life este o companie globală de servicii financiare cu sediul în Toronto, Canada. Înființată în 1865, compania oferă soluții de asigurare, investiții, consultanță financiară, administrarea averii, servicii de sănătate și administrarea activelor pentru persoane fizice, companii și instituții. Sun Life operează în America de Nord, Asia și Europa, combinând serviciile financiare cu oferte axate pe sănătate și punând accent pe sustenabilitate, diversitate și incluziune, precum și pe impactul asupra comunității. Gama sa largă de activități sprijină echipe care lucrează în domeniul financiar, al asistenței medicale, al consultanței și al serviciilor conexe.
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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.

USStatele Unite ale AmericiiCTConnecticutMEMaineMDMarylandMAMassachusettsMOMissouriTNTennesseeWIWisconsin
58.800 $ – 88.200 $ / an
HibridNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăManager de succes al cliențilorSuccesul clienților

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • 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

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