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