Client Manager

Jobtailor; Illinois; On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a Client Manager Associate in training to drive proactive client management, education, development, growth and retention across our broker and customer base.

You will work with sales and field teams to design enrollment strategies, build broker relationships, and execute renewals while expanding inforce business. A Bachelor's degree and insurance licensing within 90 days are expected; strong communication and Microsoft Office proficiency are essential.

Qualifications

• Bachelor's degree or equivalent business experience required.
• Insurance license within 90 days of hire.
• Experience in employee benefits preferred.
• Proficient in Microsoft Office applications.

Responsibilities

• Proactively manage client relationships and drive growth and retention.
• Design and execute enrollment, service and growth strategies for each customer.
• Learn and apply pre- and post-sale proactive client management concepts.
• Develop connections with brokers and enrollment firms for assigned block.
• Create customer-specific business plans and drive profitability.
• Support renewal communications to improve reenrollment effectiveness.
• Leverage Unum’s enrollment capabilities and communicate strategy with partners.
• Collaborate with IC Implementation Manager and field teams.
• Assist in local benefit fair activities with Field Office team.
• Build enrollment firm relationships for larger customers.
• Partner with Sales, Marketing and Home Office to execute strategies.
• Provide updates to Sales and broker feedback to improve sales effectiveness.

Skills

Negotiation skills

Persuasion

Presentation skills

Relationship management

Sales orientation

Strategic thinking

Organizational skills

Communication skills

Education

Bachelor's degree or equivalent business experience

Insurance license (within 90 days)

Tools

Microsoft Word

PowerPoint

Excel

Job description

Responsibilities

• 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.
• 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 IC 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

• 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
• 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