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Featured Employers
Renewal Portfolio Manager
Company: Sun Life Financial
Location: US Telecommuter, MA
Employment Type: Full Time
Date Posted: 12/07/2021
Expire Date: 02/07/2022
Job Categories: Insurance
Job Description
Renewal Portfolio Manager
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:

This role is available as a US Based Telecommuter

What you will do:

The Renewal Portfolio Manager (RPM) is a revenue generating role that is responsible for the renewal process and owns the renewal results for Sun Life’s small market block of business (u100 lives). In addition, the RPM provides support to the Account Executives for the mid-market renewal block of business. 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.

Accountabilities

Responsible for renewal management on cases with 26-99 enrolled lives: researches case history, performs overall case analysis, determines final renewal rates by applying standard underwriting principles and procedures (in partnership with Underwriting when appropriate), discusses recommendation on renewal rates, pool usage and cross sell opportunities with EBR (when appropriate); delivers electronic renewal to broker and follows up for closure
Owns renewal results for small market 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
Works with internal teams to complete contractual amendments resulting from the renewal process
Responsible for the acquisition and distribution of renewal materials and exhibits on monthly renewals to the appropriate Account Executives for mid-market renewals
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
Performs other duties as needed

What you will need to succeed:

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 customers, 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​
Ability to work with a diverse range of people

Required Education and Skills:

2+ years of account management experience or equivalent industry experience in insurance or employee benefits
College degree preferred
State issued Life and Health License, would be a plus

What is in it for you?

Excellent benefits with generous vacation and sick time, 401K match, noncontributory retirement plan, Paid Family Medical Leave, sabbatical program and much more

Friendly, collaborative and inclusive culture

Our agile work environment allows our employees the flexibility to give and feel their best at

work

If you are a Colorado resident, the minimum starting salary for this position will be $57,300 annually. Sun Life will consider various factors in determining the actual pay including your skills, qualifications and experience. This position is also eligible for a broad range of competitive benefits including a choice of company-subsidized medical plans, consisting of network-based plans and plans offering the freedom to go to any provider and two company-subsidized dental plans. We also provide company-paid Basic Life and Accidental Death and Dismemberment (AD&D) insurance and Optional Life Insurance that you may purchase for additional coverage. We offer a very generous Paid Family & Medical Leave program, LTD and attractive vacation and sick time. We provide voluntary supplemental health programs such as Accident and Hospital insurance and Critical illness and Cancer insurance. Tax-advantaged accounts include Health Savings Accounts, Health Care and Dependent Care FSA accounts and Commuter Benefit accounts. Our 401(k) plan consists of a company match and employer sponsored contributions

It is the policy of SLF U.S. that we will recruit, hire, train, and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to age, race, color, religion, national origin, ancestry, gender, sex (including but not limited to pregnancy, childbirth, or breastfeeding), sexual orientation, gender identity or expression, military or veteran status, physical or mental disability, medical condition, genetic information, marital status, or other legally protected status, and we will ensure that all employment decisions are based only on valid job requirements.

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter – for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

Qualifications & Requirements
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 customers, 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​
Ability to work with a diverse range of people

Required Education and Skills:

2+ years of account management experience or equivalent industry experience in insurance or employee benefits
College degree preferred
State issued Life and Health License, would be a plus
Contact Information
Contact Name: Mary Lamb
Company Name: Sun Life Financial
Contact Email: mary.lamb@sunlife.com
Website: https://sunlife.wd3.myworkdayjobs.c...
Company Description:
Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter – for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.
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