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.
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK.
The opportunity:
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.
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We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work® Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
