Associate Client Success Manager
Sun Life(1 month ago)
About this role
An Associate Client Success Manager at Sun Life (PinnacleCare) maintains and grows relationships with group benefit clients, consultants, brokers, and strategic partners. The role supports assigned Client Success Managers by handling daily client needs and contributing to client satisfaction, retention, and program growth. It participates in enrollment, training, reporting, and client-facing events to support member experience and account success.
Required Skills
- Relationship Building
- Account Coordination
- Client Support
- Communication
- CRM
- MS Office
- Reporting
- Enrollment Support
- Training
- Problem Resolution
Qualifications
- Bachelor's Degree
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
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