Client Management Associate

3 weeks ago

St Louis, Missouri, United States Unum Group Full time
About the Role

At Unum Group, we're committed to helping our customers thrive. As a Client Manager Associate, you'll play a key role in driving proactive customer management, education, development, growth, and retention. You'll work closely with our sales team to develop and execute integrated enrollment, service, and growth strategies for each customer in your block.

Key Responsibilities
  • Effectively learn and understand our Pre and Post-Sale Proactive Client Management, Education, Development, Growth, and Retention strategies for core markets.
  • Develop and build personal connections with brokers, enrollment firms, and customers for assigned blocks of business.
  • Learn how to develop and execute customer-specific business plans, driving profitable growth of the in-force block.
  • Partner with sales to proactively manage pre-renewal communication, improving reenrollment effectiveness and avoiding renewal distractions during rate guarantee expiration and anniversary.
  • Develop an understanding of and leverage our enrollment capabilities, services, tools, and communicate an enrollment strategy with internal and external partners.
  • Work closely with the ICS Implementation Manager and Field Office team to build and develop enrollment firm relationships for larger customers.
  • Develop partnerships with sales reps, marketing consultants, and Home Office teams to execute on all strategies, operating effectively.
  • Partner with key Home Office areas to deliver full service to customers, providing 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
  • Bachelor's 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.

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