Client Manager Associate

When you join the team at Unum, you become part of an organization committed to helping you thrive. We work to provide employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments, ensuring that every member of our team enjoys opportunities for professional and personal success.

• Award‑winning culture
• Inclusion and diversity as a priority
• Competitive benefits package that includes Health, Vision, Dental, Short & Long‑Term Disability
• Generous PTO (including paid time to volunteer)
• Up to 9.5% 401(k) employer contribution
• Mental health support
• Career advancement opportunities
• Student loan repayment options
• Tuition reimbursement
• Flexible work environments
• All the benefits listed above are subject to the terms of their individual plans

With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you’re directly supporting a growing family or developing online tools to help navigate a difficult loss, customers rely on our combined talents. Help us help others and join Team Unum today!

The Client Manager Associate (CMA) is in training to be responsible for proactive customer management, education, development, profitable growth, and retention. The CMA designs and executes integrated enrollment, service and growth strategies for each customer in their block.

• Effectively learn and understand the Pre and Post‑Sale Proactive Client Management, Education, Development, Growth and Retention for core market
• Develop and build personal connections with brokers, enrollment firms and customers for assigned block of business
• Learn how to develop and execute on customer‑specific business plans
• Drive profitable growth of the in‑force block
• In partnership with sales, proactively manage pre‑renewal communication to improve reenrollment effectiveness and avoid renewal distractions during rate guarantee expiration and anniversary.
• Develop understanding of and leverage Unum’s enrollment capabilities, services, tools, and communicate an enrollment strategy with internal/external partners.
• Work closely with the Implementation Manager
• Assist in local Benefit fair activities with the Field Office team
• Build and develop enrollment‑firm relationships for larger customers
• Partner with Sales Rep, Marketing Consultant and Home Office to execute all strategies – operating effectiveness
• Partner with key Home Office areas to deliver full service to customers
• Provide thorough customer updates, broker feedback and other pertinent action items that impact sales effectiveness
• Learn to develop and present renewals driving persistency and profitability
• May perform other duties as assigned

• Bachelor’s degree or equivalent business experience required
• Experience in the employee benefits industry preferred
• Licensed to sell insurance in the assigned territory; license required within 90 days of hire
• Strong growth and sales orientation
• Develop understanding of the Unum product and service portfolio
• Proficient in Microsoft Office – Word, PowerPoint, Excel
• Strong technical aptitude – ability to utilize and leverage technology and systems
• Strong negotiation, persuasion and presentation skills
• Proven ability to think strategically and act tactically
• Strong organization skills – ability to manage multiple demands and priorities
• Excellent problem solving and resolution skills
• Projects confidence and enthusiasm about the company with each customer
• Outgoing, excellent communication skills – both written and verbal
• Strong business acumen
• Ability to work and partner with a close team
• Strong relationship management skills
• Ability to manage conflicts
• Results oriented
• Ability to travel as needed

Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the job description above. If salary information is not listed, compensation is based solely on commissions.

Unum is an equal‑opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.

Company:
Unum