Client Manager Associate

Job Summary

Job Posting End Date:
June 30

Position:
Client Manager Associate (CMA).

The 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 assigned block.

• Effectively learn and understand 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 customer‑specific business plans.
• Drive profitable growth of the in‑force block.
• Assist in proactively managing pre‑renewal communication to improve re‑enrollment effectiveness and avoid renewal distractions during rate guarantee expiration and anniversary.
• Leverage Unum’s enrollment capabilities, services, tools, and communicate an enrollment strategy with internal and external partners.
• Work closely with the Implementation Manager and other internal teams.
• Assist in local benefit fair activities with Field Office team.
• Build and develop enrollment firm relationships for larger customers.
• Collaborate with Sales Rep, Marketing Consultant, and Home Office to execute on all strategies – operating effectiveness.
• Deliver full service to customers through partnership with key Home Office areas.
• Provide customer updates, broker feedback, and action items that impact sales effectiveness.
• 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 states within assigned territory; license required within 90 days of hire.
• Strong growth and sales orientation.
• Proficient understanding of 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 and ability to manage multiple demands and priorities.
• Excellent problem‑solving and problem‑resolution skills.
• Ability to communicate confidently and with enthusiasm about the company.
• Outgoing, excellent verbal and written communication skills.
• 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.

• Health, vision, and dental coverage.
• Short‑term and long‑term disability insurance.
• Paid time off (including paid volunteer time).
• 401(k) retirement plan with up to 9.5% employer contribution.
• Mental health support.
• Career advancement opportunities.
• Student loan repayment and tuition reimbursement.
• Flexible work environments.

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.