Client Management Associate

3 weeks ago

Phoenix, Arizona, United States Unum Full time
Job Summary

The Client Manager Associate (CMA) is a key role in our organization, responsible for driving proactive customer management, education, development, growth, and retention. This position requires a strong growth and sales orientation, with a focus on developing personal connections with brokers, enrollment firms, and customers.

Key Responsibilities
  • Effectively learn and understand 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
Requirements
  • 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
About Unum

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.

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