Accounts implementation manager

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.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.

Job Description:

The opportunity:

Welcoming Clients through our National Account implementation journey at Sun Life is a critical

moment that impacts our organization’s success for those clients with more than 2,000 employees. The National Account Implementation Manager role makes a significant impact on client experience from Sun Life’s first interaction with a client and their employees through their long-term success. The role will require you be Client obsessed, focusing on clear communication through support the National Account Implementation Management team and Sun Life’s implementation processes. Being hyper focused on project management, ownership, accountability, and following through on commitments to instill complete confidence with Clients and Broker. This is an internal and external (brokers and benefits administrators) facing role that requires you to partner effectively with key business areas such as Distribution, Underwriting, Operations, and Client Relationship Services to drive positive Client outcomes. Collaborating is a key element of the role. Implementation Managers are the primary role responsible for navigating the implementation journey for our Clients post sale, while also being ask to participate from time to time in finalist presentations with Distribution partners.

Tactical components of the role include supporting collecting information from our Clients to set up their account around Billing, Contracts, and Claims and general administration. Data gathering, benefit verification, provision explanation, project management, tracking, updating and risk assessment are all key responsibilities of the Implementation Manager's role. Tools, platforms and resources develop and change to adapt to client needs. The Implementation Manager role is required to continually learn and apply product information, system usage and project approach. This role is evolving to include elements of assisting Clients with our new technology solutions, using digital tools and being industry leading in solution creation. Additionally, Sun Life has broadened its product portfolio in recent years, developing a sound understanding of our offering and being able to quickly locate key information, coordinate action and access information. The Group Benefits landscape is continually evolving with State and Federal requirements, staying up to date on the latest information to deliver for our Clients is an important component of the role. As such, the role will support the implementation of Life, Short Term disability, Long term disability, Dental, Absence Management and state specific leaves. Success in this role is when the Clients expectations are met during the implementation process and a seamless transition to our service teams happens.

Responsibilities

• Client first mentality through communication and ownership
• Accurate and timely implementation of new Clients
• Consult with Brokers and Clients to collect sold case materials and facilitate accurate completion of paperwork
• Detailed analysis of the submission materials for accuracy and completeness; independently resolve issues raised about sold case plan design and structure by consulting with the Broker, Client and/or Underwriter

• Review prior carrier booklet for plan design discrepancies, identify issues and negotiates final sold plan design with Broker, Client and/or Underwriter
• Review case against Underwriting guidelines; identify any risk issues associated with final plan design and consult with Underwriting, when necessary, to negotiate final risk approval
• Responsible for accurately updating all sold case plan design, rate, and Member information into the QPS system of record. This data feeds all downstream output so accuracy is critical - bills, contracts and claims systems
• Transparency and proactive communication with project planning

How you will contribute:

• Have exceptional Client focus
• Develop in-depth knowledge of Group Benefits products, risk management policies and administrative processes
• An ability to think creatively to resolve complex or non-routine implementation issues
• Utilize your strong written and verbal communication skills and experience
• Use your ability to work in a deadline-oriented environment with multiple priorities
• Work independently with minimal supervision
• Demonstrate your effective presentation skills
• Utilize your project management, negotiation, decision-making and problem solving skills
• Work in a team environment, while also being self-directed
• Develop and maintain effective, professional business relationships with internal and external Clients
• Utilize your understanding of specialized business and critical partnerships

What you will bring with you:

• Experience in group benefits or related industry preferred
• May need to support working hours and time zones of all Sun Life sales offices
• Communication/negotiation skills and influencing the customer are critical competencies
• Effective presentation skills to support finalist meetings
• Experience in customer service
• Prior experience in an implementation or project manager role is strongly preferred – Dental and/or Absence is a strong plus

Salary Range: $73,200 - $109,800

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 [email protected] to request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continuedemployment.

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.

Job Category:

Sales - Distribution Support

Posting End Date:

05/12/2025