Client Manager Associate

Unum; Worthington (OH); On-site; USD 50,000 - 80,000; Full time

Job summary

Join a forward-thinking company dedicated to employee well-being and growth. As a Client Manager Associate, you'll play a crucial role in driving customer engagement and retention strategies. This position offers a dynamic environment where you can develop your skills in customer management, sales, and relationship building. With a commitment to inclusion and a comprehensive benefits package, this role not only supports your professional ambitions but also enriches your personal life. Be a part of a team that values your contributions and helps you thrive in your career.

Benefits

Health Insurance

Vision Insurance

Dental Insurance

Short & Long-Term Disability

Generous PTO

401(k) Employer Contribution

Mental Health Support

Career Advancement Opportunities

Tuition Reimbursement

Flexible Work Environments

Qualifications

• Bachelor's degree or equivalent business experience required.
• Experience in the employee benefits industry preferred.

Responsibilities

• Manage proactive customer relationships and drive profitable growth.
• Develop personal connections with brokers and customers.

Skills

Customer Management

Sales Orientation

Negotiation Skills

Communication Skills

Problem Solving

Technical Aptitude

Relationship Management

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

time left to apply End Date: May 12, 2025 (8 days left to apply)

job requisition id 831946

Job Posting End Date: May 11

When you join the team at Unum, you become part of an organization committed to helping you thrive.

Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:

• Award-winning culture

• Inclusion and diversity as a priority

• Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability

• Generous PTO (including paid time to volunteer!)

• Up to 9.5% 401(k) employer contribution

• Mental health support

• Career advancement opportunities

• Student loan repayment options

• Tuition reimbursement

• Flexible work environments

*All the benefits listed above are subject to the terms of their individual Plans.

And that’s just the beginning…

With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you’re directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!

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 assigned

Job 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 needed

#LI-FF1

-IN1

Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.

Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above job description. If salary information is not listed in the job description above, compensation is based solely on commissions.

Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not.All benefits are subject to the terms and conditions of individual Plans.

Company:

Unum

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At Unum Group, we’re a Fortune 500 company and leading international provider of workplace benefits and services, helping workers and their families thrive for more than 175 years.

Through our Unum and Colonial Life brands, our company offers disability, life, accident, critical illness, dental and vision insurance; leave and absence management support; and behavioral health services.

Our 10,000+ employees work across operations in the US, UK and Poland, as well as our dedicated Technology Centre in Ireland.

Unum Group is committed to working with and providing reasonable accommodations for any applicant with a disability. If you are disabled and need a reasonable accommodation to participate in the application or hiring process, please contact us by submitting a request here .