San Francisco Client Manager Associate
Company: Unum
Location: Walnut Creek
Posted on: January 24, 2023
Job Description:
Job Posting End Date: September 22Unum is a company of people
serving people. As one of the world's leading employee benefits
providers and a Fortune 500 company, Unum's financial protection
benefits help protect more than 36 million working people and their
families from the financial impact of illness or injury. Unum's two
distinct, but similarly focused US businesses - Unum US and
Colonial Life - are each a market leader in making disability,
life, accident, critical illness, dental, and vision insurance
accessible in the workplace.Headquartered in Chattanooga,
Tennessee, Unum also has significant US operations in Portland,
Maine and Baton Rouge, Louisiana - and over 35 field offices
nationwide. Colonial Life is headquartered in Columbia, South
Carolina with over 40 field offices nationwide. 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 assignedJob 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 neededOur company is built on helping
individuals and families, and this starts with our employees. We
want employees to maintain a positive balance, which is why we
provide access to the benefits and resources they need to invest in
themselves. From our onsite fitness facilities and generous paid
time off to employee professional development programs, we are
committed to helping employees live and work their best - both
inside and outside the office.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.Company:Unum
Keywords: Unum, Walnut Creek , San Francisco Client Manager Associate, Executive , Walnut Creek, California
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