Client Manager Associate

1 month ago

Denver, United States Unum Group Full time

Job Posting End Date: November 14

When 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 culture
  • Inclusion and diversity as a priority
  • Competitive benefits package that includes: 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
*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:
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
Job Specifications
  • 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


#LI-FF1

-IN1

Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.

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

  • Client Service Associate or Manager

    4 weeks ago

    Denver, Colorado, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach ensures personalized financial planning and investment management services tailored to each client's unique needs.We take pride in our unique financial plans and investment...

  • Associate Client Solutions Manager

    4 weeks ago

    Denver, Colorado, United States Freeman Full time

    About UsFreeman is a global leader in events, redefining live experiences for a new era. With a data-driven approach and the industry's largest network of experts, Freeman's insights shape exhibitions, exhibits, and events that drive audiences to action.Job SummaryThe Associate Client Solutions Manager - Show Organizer Event Logistics is responsible for...

  • Associate Client Solutions Manager

    1 month ago

    Denver, United States Freeman Full time

    About Us Freeman is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry' largest network of experts, Freeman's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 97-year legacy in event management as well as new...

  • Client Support Associate

    3 months ago

    Denver, United States M. Coast Full time

    We are a prominent sales and business development firm in the Denver area that represents top clients in the telecommunications industry. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. This year, we've seen exceptional growth and success, which highlights our commitment to driving results...

  • Client Relationship Manager

    2 weeks ago

    denver, United States Forrest Solutions Full time

    Partner With a Large Accounting Firm to Accelerate Your Career Position Summary: The Client Relationship & Operations Manager will act as the primary liaison between clients and Forrest Solutions, responsible for ensuring outstanding customer satisfaction and operational efficiency across all services provided. This role requires strategic account management...

  • Client Relationship Manager

    1 week ago

    Denver, United States Forrest Solutions Full time

    Partner With a Large Accounting Firm to Accelerate Your Career Position Summary: The Client Relationship & Operations Manager will act as the primary liaison between clients and Forrest Solutions, responsible for ensuring outstanding customer satisfaction and operational efficiency across all services provided. This role requires strategic account management...

  • Senior Registered Client Associate

    2 weeks ago

    Denver, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role you will:Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to...

  • Senior Client Services Manager

    5 days ago

    Denver, United States Brightpath Associates LLC Full time

    Job Tittle - Senior Client Service Manager Job Location - Denver, COClient Summary -We are a market leader in building automation and commercial HVAC solutions, is seeking an experienced General Manager - Client Services to drive revenue growth through our building analytics and HVAC optimization solutions.Profile Summary - Lead all phases of Client Services...

  • Client Service Manager

    3 weeks ago

    Denver, United States MGA Homecare Full time

    Company Description MGA Homecare has been providing Private Duty Nursing, Skilled Nursing Visits, Occupational Therapy, Physical Therapy, and Speech Therapy services within the home and community-based setting for over a decade. In 2022 MGA has opened its doors to MGA Behavior Therapy which offers Applied Behavior Analysis (ABA) and early behavior...

  • Brightpath Associates LLC | Senior Client Services Manager | denver, co

    4 days ago

    denver, United States Brightpath Associates LLC Full time

    Job Tittle - Senior Client Service Manager Job Location - Denver, COClient Summary -We are a market leader in building automation and commercial HVAC solutions, is seeking an experienced General Manager - Client Services to drive revenue growth through our building analytics and HVAC optimization solutions.Profile Summary - Lead all phases of Client Services...

  • Tax Manager

    3 weeks ago

    Denver, United States FORVIS Full time

    Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to...

  • Insurance Client Service Manager

    4 weeks ago

    Denver, Colorado, United States Marsh & McLennan Companies Full time

    Job SummaryWe are seeking a highly skilled Client Manager to join our team at Marsh & McLennan Agency. As a Client Manager, you will be responsible for providing advanced technical support to Client Executive Service and performing Client Administrator duties for existing clients.Key ResponsibilitiesContinue to perform all duties of a Client Administrator at...

  • Part-time Client Service Associate

    4 weeks ago

    Denver, Colorado, United States HUB International Full time

    About HUB International:HUB International is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.With over 18,000 employees in 600 offices throughout North America, HUB has grown significantly, driven...

  • Client Service Manager

    3 weeks ago

    Denver, United States Gallagher Full time

    Introduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Client Success Manager

    1 month ago

    Denver, Colorado, United States Addison Group Full time

    Job OverviewWe are seeking a highly skilled Client Success Manager to join our team at Addison Group. This role is pivotal in managing client relationships, ensuring successful onboarding, and providing ongoing support to enhance the overall customer experience.The ideal candidate will be driven, analytical, and proficient in using software to address client...

  • Strategic Client Manager

    4 weeks ago

    Denver, Colorado, United States Alliant Insurance Services Full time

    Key ResponsibilitiesAs a Strategic Client Manager at Alliant Insurance Services, you will collaborate with Employee Benefit Brokers/Consultants to develop and execute client-centered strategies. This role involves managing a book of business and directing the work of a multi-disciplined service team.Essential Duties and ResponsibilitiesExhibit proven...

  • Client Service Expert for Wealth Management

    3 days ago

    Denver, Colorado, United States WELLS FARGO BANK Full time

    About this RoleWells Fargo is seeking a skilled Client Associate to support our Wealth and Investment Management team. As part of our Advisors, you will be responsible for providing exceptional service to clients, facilitating requests, and executing administrative tasks.Job DescriptionWe are looking for an experienced professional with a proven track record...

  • Private Client

    1 month ago

    denver, United States Williams Weese Pepple & Ferguson Full time

    Private Client & Estate Planning Associate  Job Requirements:Our Private Client & Estate Planning group seeks an associate attorney with 1-2 years post-JD experience in Tax Law e to join our robust and growing team. This is an exciting opportunity to play a pivotal role in a locally and nationally known firm that handles complex estate planning and...

  • Private Client

    1 month ago

    denver, United States Williams Weese Pepple & Ferguson Full time

    Private Client & Estate Planning Associate  Job Requirements:Our Private Client & Estate Planning group seeks an associate attorney with 1-2 years post-JD experience in Tax Law e to join our robust and growing team. This is an exciting opportunity to play a pivotal role in a locally and nationally known firm that handles complex estate planning and...

  • Private Client

    2 months ago

    Denver, United States Williams Weese Pepple & Ferguson Full time

    Private Client & Estate Planning Associate  Job Requirements:Our Private Client & Estate Planning group seeks an associate attorney with 1-2 years post-JD experience in Tax Law e to join our robust and growing team. This is an exciting opportunity to play a pivotal role in a locally and nationally known firm that handles complex estate planning and...