Growth Manager, Premium Re-enrollment

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

The opportunity:

This position reports to Associate Director, Voluntary Solutions, and is located in or near a field sales office, depending on the market. The primary objective of this role is to manage the growth of existing voluntary business as directed in their designated territory. The Growth Manager provides leadership and direction for all benefit communications fulfillment in a defined market to achieve high-level performance, expense management objectives, and high-quality delivery of benefit communications.

How you will contribute:

Benefit Communication Strategy

• Provides leadership and direction to brokers and clients for all benefit communications and virtual re-enrollment strategies.

• Define the enrollment strategy for re-enrollments and set expectations for future re-enrollment events.

• Promoting the virtual re-enrollment capabilities and resources available to Sun Life Clients.

• Collaborate with sales and service in support of upsell and cross sell potential with existing clients and serves as a primary interface with Clients and Brokers. Works to gain the trust and confidence of the broker and policyholder in order to drive enrollment results and additional coverage opportunities.

• Determine enrollment strategy and what tools and resources will best support the Client

• Develop a success timeline for Client's annual re-enrollment

• Review Benefit administration platform, provide content and marketing materials

• Manage the expense and resource management for enrollment events

Achieve Re-Enrollment Sales Targets

• Define the enrollment strategy re-enrollments and set expectations for continued growth during the life cycle of a client

• Identify targets for inforce growth by reviewing the Territory Targets & Op Analysis Dashboard, focusing on Clients with low participation or opportunity to grow

• Create and deliver growth strategies, specific to the Broker and Client, that will increase the lives and/or premium for SH benefits. Take the lead in marketing and discussing growth opportunities with Brokers and Clients.

• Hit assigned premium growth/lives targets assigned to your territory

• Tracking and management of re-enrollment activity in sales force

Voluntary Product and SH Market SME

• Engage Sales EBRs, CREs, Brokers and Clients in conversations to determine the most effective way to enroll, onboard and administer their employees.

• Deep working knowledge of the Voluntary products and ability to be a product expert during prospecting calls

• Early identification of Ben Admin requirements and resourcing for Brokers and Clients with Sun Life's internal teams and resources

• Working knowledge of the SH claims process and capabilities

• Lead demos for Sun Life's digital capabilities, including Maxwell Health, Solidify, Stitch, Virtual Enrollment Meetings, Benefits Explorer, etc.

• Identify opportunities within the BIF for Dental/Voluntary cross sales and promotion of the Dental Networks in market.

• Tech Credit, subsidy and implementation fee management

• Analyze and adhere to the budget and expenses for managed benefit communications events.

What you will bring with you:

• High School degree required; College Degree preferred

• 3-5 years of employee benefits insurance experience preferred

• Licensed in Life and Health or ability to obtain a license within 3 months of hire

• Bi-lingual skills would be beneficial

• Strong organizational skills, accurate and detailed oriented

• Self-starter, takes initiative

• Collaborative workstyle and comfortable navigating across multiple business units including

• Excellent communication and presentation skills with ability to represent Sun Life effectively

• Ability to manage competing priorities work effectively and independently within time constraints

• Strong decision-making, analytical capabilities

• Strong decision making, analytical skills and creative problem-solving capabilities

• Demonstrated ability to work independently in alignment with business unit priorities

• Must be able to travel to the sales offices for meetings and to broker meetings and enrollments in the field.

$71,000 - $106,500

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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