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Client Relationship Manager Trainee
2 months ago
Position Overview:
The Client Manager Associate (CMA) is a pivotal role designed for individuals in training to take charge of proactive customer engagement, education, development, and retention strategies. This position is integral to driving, designing, and implementing comprehensive enrollment, service, and growth strategies tailored for each client within their designated portfolio.
Key Responsibilities:
- Gain a thorough understanding of Pre and Post-Sale Proactive Client Management, Education, Development, Growth, and Retention for the core market.
- Establish and nurture personal relationships with brokers, enrollment firms, and clients within the assigned business segment.
- Learn to formulate and execute customer-specific business strategies.
- Contribute to the profitable growth of the existing client base.
- Collaborate with sales teams to enhance pre-renewal communication, aiming to boost reenrollment effectiveness and mitigate renewal challenges.
- Develop knowledge of Unum's enrollment capabilities, services, and tools, and effectively communicate enrollment strategies to both internal and external stakeholders.
- Work closely with the Implementation Manager to ensure seamless service delivery.
- Participate in local benefit fair initiatives alongside the Field Office team.
- Build and maintain relationships with enrollment firms for larger client accounts.
- Partner with Sales Representatives, Marketing Consultants, and Home Office teams to execute all operational strategies effectively.
- Provide comprehensive updates to clients and brokers, addressing feedback and pertinent action items that influence sales performance.
- Learn to prepare and present renewal proposals that drive client retention and profitability.
- Perform additional duties as required.
Qualifications:
- Bachelor's degree or equivalent professional experience is required.
- Prior experience in the employee benefits sector is preferred.
- Must obtain a license to sell insurance in the designated states within 90 days of hire or promotion.
- Strong focus on growth and sales.
- Develop an understanding of Unum's product and service offerings.
- Proficient in Microsoft Office Suite – Word, PowerPoint, Excel.
- Demonstrated technical aptitude with the ability to utilize and leverage technology and systems.
- Excellent negotiation, persuasion, and presentation skills.
- Proven ability to think strategically while executing tactically.
- Strong organizational skills with the capacity to manage multiple priorities.
- Exceptional problem-solving and resolution skills.
- Exude confidence and enthusiasm about the company with every client interaction.
- Outstanding communication skills, both written and verbal.
- Strong business acumen and relationship management capabilities.
- Ability to navigate conflicts effectively.
- Results-oriented mindset.
- Willingness to travel as necessary.
Company:
Unum
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