Job Posting End Date: 02/27
Unum is a company of people serving people. As one of the world's leading employee benefits providers and a Fortune 500 company, Unum's financial protection benefits help protect more than 33 million working people and their families from the financial impact of illness or injury. Unum's three distinct, but similarly focused US businesses Unum US, Colonial Life, and Starmount Life are each a market leader in making disability, life, accident, critical illness, dental, and vision insurance accessible in the workplace.
Headquartered in Chattanooga, Tennessee, Unum has significant US operations in Portland, Maine, Worcester, Massachusetts, and Glendale, California with over 35 field offices nationwide. Colonial Life is headquartered in Columbia, South Carolina with over 40 field offices nationwide. Starmount Life is based in Baton Rouge, Louisiana, and is the dental and vision center of excellence for Unum in the US.
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.
Principal Duties and 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
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
Ability to travel as needed
Unum and its family of businesses offer world-class training and development, generous compensation and benefits packages, and a culture built on employee ideas.
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.