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Unum · 1 week ago

Client Manager Associate - OH

Worthington, OH

Full-time

Hybrid

New Grad, Entry Level

Unum is a Fortune 500 company and a leading provider of employee benefits to companies worldwide. The Client Manager Associate (CMA) is in training to be responsible for proactive customer management, education, development, profitable growth, and retention, driving integrated enrollment and service strategies for assigned customers.

FinanceFinancial ServicesInsurance

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

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 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

Qualification

Employee benefits experienceInsurance licenseMicrosoft Office proficiencyRelationship managementNegotiation skillsCommunication skillsProblem solving skillsTeam collaborationResults oriented

Required

Bachelors degree or equivalent business experience required

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

Preferred

Experience in the employee benefits industry preferred

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

Company

Unum

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Since our founding in 1848, Unum has been a leader in the employee benefits business through innovation, integrity and an unwavering commitment to our customers.

Founded in 1848