Client Manager Associate

1 week ago

St Louis, Missouri, United States Unum Group Full time
Job Summary

Unum Group is seeking a highly motivated and results-driven Client Manager Associate to join our team. As a Client Manager Associate, you will be responsible for proactive customer management, education, development, profitable growth, and retention. You will drive, design, and execute integrated enrollment, service, and growth strategies for each customer in your block.

Key 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
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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