Client Manager

Responsibilities

• The Client Manager Associate (CMA) is in training to be responsible for proactive customer management, education, development, profitable growth and retention.
• The CM drives, 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.
• Profitable Growth of the Inforce Block.
• In partnership with sales, assist in learning how to proactively manage pre-renewal communication with the goal of improving reenrollment effectiveness and avoiding renewal distractions during rate guarantee expiration and anniversary.
• Develop understanding of and how to leverage Unum’s enrollment capabilities, services, tools, and how to communicate an enrollment strategy with internal/external partners.
• Work closely with IC Implementation Manager.
• Assist in local Benefit fair activities with Field Office team.
• Build and develop enrollment firm relationships for larger customers.
• Develop Partnership with Sales Rep, Marketing Consultant and Home Office to Execute on all Strategies – Operating Effectiveness.
• Partner with key Home Office areas to deliver full service to customers.
• In partnership with sales rep, 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.

• Bachelors 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 from effective date of hire/promotion
• 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/problem resolution
• Outgoing, excellent communication skills – both written and verbal
• Strong business acumen
• Ability to work/partner with a close team
• Strong relationship management skills
• Ability to manage conflicts
• Results oriented
• Ability to travel as needed