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Client Manager
3 months ago
Job Posting End Date:
June 29When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments.
And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally.
To enable this, we provide:
Award-winning cultureInclusion and diversity as a priorityCompetitive benefits package that includes: Health, Vision, Dental, Short & Long-Term DisabilityGenerous PTO (including paid time to volunteer)Up to 9.5% 401(k) employer contributionMental health supportCareer advancement opportunitiesStudent loan repayment optionsTuition reimbursementFlexible work environments*All the benefits listed above are subject to the terms of their individual Plans.
And that's just the beginning...With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers.
Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team.
Help us help others, and join Team Unum today General Summary:General SummaryThe Client Manager (CM) is 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.
The position will provide enrollment customer relationship and growth support for Unum's portfolio of voluntary products (Group, VB, IDI) with the ultimate objective of delivering enrollment solutions that maximize participation and premium, minimize expenses, and differentiate Unum's portfolio of products and services.
The CM is also responsible for the oversight of implementation and post sale activities. These activities include ongoing customer relationships, identification and execution of cross selling, and partnering with the sales team. This position is a Unum face to customers, brokers and enrollment firms.Principal Duties and Responsibilities Pre and Post-Sale Proactive Client Management, Education, Development, Growth and Retention for core marketPrimary integrated relationship manager for customersDevelop personal connections with brokers, enrollment firms and customersDevelop and execute on customer-specific business plans.
When applicable, partner with Home Office to execute on CM's customer business plans and understand issues with Home Office serviced customers.
Provide excellent customer service to assigned block of customersResponsible for oversight of, coordination for all post-sale activities including implementation, ongoing servicing and issue resolutionEscalated customer support - coordinates communication with Home Office (i.e.billing, claims, Broker Comp Services, etc.)Effectively navigate challenges employers face (mergers/acquisitions, layoffs, reorganization) that could affect Unum relationshipProfitable Growth of the Inforce BlockResponsible for proactive customer development actions to grow revenue and retain customers - (renewals, re-enrollments, New Business Old Contract (NBOC), cross selling and retention)In partnership with sales, proactively manage pre-renewal communication with the goal of improving reenrollment effectiveness and avoiding renewal distractions during rate guarantee expiration and anniversary.
Owns the Enrollment and Re-Enrollment Event and Results, inclusive of expensesIn partnership with the Sales Rep, own the results on employee paid cases, including participation results and enrollment expensesUnderstand and leverage Unum's enrollment capabilities, services and toolsDevelop and communicate enrollment strategy with both internal/external partnersWork closely with local Benefit Counselors on specific cases to ensure effective enrollment eventsWork closely with ICS Implementation ManagerOwn case level employee communication and educationManage local Benefit fair activities with Field Office teamBuild and develop enrollment firm relationships for larger customersPartner with Sales Rep, Marketing Consultant and Home Office to Execute on all Strategies- Operating EffectivenessPartner 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 effectivenessDevelop and present renewals driving persistency and profitabilityPartner with Sales Rep to develop and present renewals to drive persistency and profitabilityManage handoffs between Small Case team and Field Office for seamless execution of enrollment, re enrollment, NBOC/New Lines of Coverage (NLOC) opportunitiesMay perform other duties as assignedJob SpecificationsBachelors degree or equivalent business experience requiredExperience in the employee benefits industry preferredLicensed to sell insurance in the states within assigned territory, license required within 90 days from effective date of hire/promotionStrong growth and sales orientationFull understanding of the Unum product and service portfolioProficient in Microsoft Office
- Word, PowerPoint, ExcelStrong technical aptitude ability to utilize and leverage technology and systemsStrong negotiation, persuasion and presentation skillsProven ability to think strategically and act tacticallyStrong organization skills/ability to manage multiple demands and prioritiesExcellent problem solving/problem resolutionWith each customer, projects confidence and enthusiasm about the companyOutgoing, excellent communication skills both written and verbalStrong business acumenAbility to work/partner with a close teamStrong relationship management skillsAbility to manage conflictsResults orientedAbility to travel as needed#LI-FF1 IN1Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide.
Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above job description. If salary information is not listed in the job description above, compensation is based solely on commissions.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 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.
All benefits are subject to the terms and conditions of individual Plans.Company:
Unum
