Account Manager, Plan Sponsor Services

at  Sun Life

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

JOB DESCRIPTION:

Contract: 12 months
The Group Retirement Services (GRS) Client Relationship Account Manager (AM) will be responsible for developing strong internal and external client relationships to support designated Client Relationship Executives (CREs) to ensure client satisfaction and client loyalty. The GRS client base is supported with a broad range of retirement and investment products and service offerings, varying in design within the national accounts segments. This position reports to the Director Plan Sponsor Services.

MAIN ACCOUNTABILITIES:

• Develop strong relationships with the clients in the account management block to maintain a high level of client satisfaction. Understand the frequency of meetings, client specific reports, plan design and active or upcoming projects.
• Interaction with the clients and responding to client requests in a timely and efficient manner.
• Partner, build and enhance relationships with the CREs that have overall ownership of the client
• Support the CREs proactively in activities aiming to increase client satisfaction and loyalty.
• Participate in the sales process and support the CREs in their effort to grow the business.
• Participate in client meetings/conference calls, specific to supported initiatives
• Escalate items that may impact the client relationship, loyalty or deliverables to CREs’ attention.
• Take ownership, provide recommendations and be accountable for the resolution on any identified client issues at hand, or as agreed upon with the CREs.
• Work with local GRS coordinator to organize and facilitate client meetings. Ensure appropriate logistics are in place.
• Review presentation or other meeting materials prepared by GRS coordinators prior to client meetings. Ensure that all materials prepared for clients meet Sun Life’s standards for managing client communication and provide clear agenda and effective focus.
• Develop strong working relationships with internal GRS teams by ensuring open communication and scheduling regular touch point meetings
• Manage active projects to ensure that deadlines and objectives are met as agreed upon with CRE and/or the client.
• Coordinate the implementation of plan changes by managing internal resources involved in the process.
• Document and share action items agreed with the client and/or CREs, or CREs and all appropriate internal stakeholders.
• Maintain accurate and up to date data on CRM on Demand.
• Validate accuracy of data being returned by coordinators and subject matter experts in partner areas.
• Handle all client inquiries of administrative nature.
• Complete other initiatives as assigned.

Please refer the Job description for details