Renewal Portfolio 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.  

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK.

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 block of business for u150 lives (MVP 150-300 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.

Accountabilities

• •         Responsible for renewal management on cases with 26-149 enrolled lives (150-300 MVP): research 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 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

Not ready to apply yet but want to stay in touch?   Join our talent community to stay connected until the time is right for you! 

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 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.

Sales - Distribution Support

23/05/2025