Client Manager Associate

Unum • San Francisco, CA

7d • Hybrid

About The Position

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. Unum is a Fortune 500 company and leading international provider of workplace benefits and services, helping workers and their families thrive for more than 175 years. Through our Unum and Colonial Life brands, our company offers disability, life, accident, critical illness, dental and vision insurance; leave and absence management support; and behavioral health services. Our 10,000+ employees work across operations in the US, UK and Poland, as well as our dedicated Technology Centre in Ireland.

Requirements

• 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
• With each customer, projects confidence and enthusiasm about the company
• 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

Responsibilities

• 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
• 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 ICS 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

Benefits

• 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
• healthcare benefits (health, vision, dental)
• insurance benefits (short & long-term disability)
• paid time off
• 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree