National Client Manager

Tech Sales Jobs; Milwaukee (WI); Remote; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Vision

Dental

Short & Long-Term Disability

Generous PTO

401(k) match up to 9.5%

Mental health support

Career advancement opportunities

Student loan repayment options

Tuition reimbursement

Flexible work environments

Job summary

Unum is seeking a National Client Manager to serve as the relationship steward for large block clients, delivering customized service strategies and driving growth and retention. The role supports the Chicago/Milwaukee team, with in-office and travel expectations across client sites.

The position emphasizes strategic planning, renewal management, and broker/partner collaboration to deliver Unum’s value proposition and industry leadership.

Qualifications

• Bachelor’s degree preferred.
• 5 to 7 years employee benefits/insurance industry experience preferred.
• Strong consultative, presentation, and negotiation skills.
• Ability to travel as needed.

Responsibilities

• Owns the account management strategy for an assigned block of business within a defined territory.
• Develops strategic customized business plans to increase client understanding of Unum’s value proposition and industry trends.
• Strategic execution of renewal conditioning and pre-renewal reviews with clients.
• Partners with Sales Consultants to present renewals and gather underwriting data as needed.
• Focuses on enrollment education and broker/TPA relationships to provide comprehensive solutions.

Skills

Relationship management

Consultative selling

Strategic planning

Communication skills

Travel readiness

Education

Bachelor’s degree preferred

Job description

National Client Manager - CHI/MIL

Location: Chicago, Illinois, USA, Home Worker - US, Milwaukee, Wisconsin, USA

Time Type: Full time

Job Description

Job Posting End Date: October 23

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 National Client Manager (NCM) is the relationship steward for our most complex group, VB, and integrated cases with 2,000 or more lives. The NCM designs and implements a customized service strategy for each case in their respective block assignment. The NCM is accountable for growth and retention through strategic management of customer relationships and plays an instrumental role in improving block profitability, driving increased participation, and achieving case and premium persistency targets.

This position provides dedicated support to the Chicago/Milwaukee team. Existing remote employees and field-based employees are eligible to apply. Qualified internal and external candidates may be considered from other approved company locations, including field sales offices, Home Office, or as a Home Worker. The selected candidate will be expected to meet all applicable in-office, travel, and team-support expectations associated with their approved work location.

Principal Duties and Responsibilities

Implementation and Ongoing Client Service

• Accountable for leadership of right resources and coordinating concentrated efforts to meet the specific needs of the client
• Develops high level actions through risk and H&P analysis and claim consultation
• Utilizes expertise in Unum services and solutions (implementation, contracts, FML, Health and Productivity, and client reporting and analysis) to recommend actions, resolve issues, and identify solutions

• Ensures the complete and accurate implementation of new business and partners with Home Office functional areas to achieve a successful implementation.

• Effectively delegates and sets expectations with customer business teams Holds partners (Home Office, Third Parties, and Technology Partners) accountable for driving day to day issue resolution for inforce customers and implementation project planning

Strategic Planning and Execution

• Owns the account management strategy for an assigned block of business within a defined territory

• Responsible for the development and implementation of strategic customized business plan for each client which includes plans to proactively engage the client and increase client’s understanding of Unum’s value proposition, their benefits and industry trends
• Strategic execution of renewal conditioning, planning and prepares for pre-renewal face to face visit to review claim trend analysis and Integrated Disability Management models to discuss any issues prior to the actual renewal meeting
• Partners with Sales Consultants to jointly present and/or in some instances own annual renewal, including gathering of claim trend analysis, underwriting data, Return to Work statistics, etc.

Benefit Education and Enrollment

• Focuses on driving comprehensive employee marketing of Unum benefits by developing enrollment strategies and utilizing robust knowledge of internal and external capabilities and technology to achieve desired outcomes
• Responsible for developing a deep understanding of broker/consultant/Third Party Firm/Benefits Administration/Exchange relationships in order to provide comprehensive solutions to their clients

Client Consultation

• Serves as a consultant to the client leveraging Unum expertise, deep knowledge of the client, and client’s industry to identify and recommend Unum solutions
• Provides consultation and guidance related to health management strategies

• Responsible for recognizing opportunities for new business and obtaining growth on the assigned block of business. This position will have assigned goals in these categories and be assigned block growth objectives.
• Acts as Consultant to employer on administrative or enhanced service offerings to enrich the overall benefit to employee/employer
• Attend site visits with the customer in Portland/Chattanooga or Glendale
• Frequent proactive face to face meetings with the customer

Job Specifications

• Bachelor’s degree preferred
• 5 to 7 years employee benefits/insurance industry experience preferred
• Strong consultative skills; able to think broadly when problem solving and making decisions
• Segment/specialty knowledge preferred
• Superior relationship building/management, interpersonal and partnership skills; able to influence a range of constituents
• Presale expertise that can assist in the influence and sale of Unum’s value proposition
• Demonstrated success in critical thinking; able to analyze data and make effective recommendations
• Excellentcommunication, presentation, negotiation, persuasion, and conflict management skills
• Ability to anticipate needs of clients and educate
• Robust strategic re-enrollment expertise
• Strong organizational, planning, time management and delegation skills
• Strong leadership skills. Ability and desire to coach and mentor others
• Full understanding of underwriting and risk concepts
• Full understanding of, and ability, to correlate between the entire Unum product portfolio to educate, and on a consultative basis cross sell products/services to brokers/clients
• Strong business and financial acumen
• Strong computer skills
• Proper licensing and appointing are conditions of employment and must be obtained within 90 days from the date of hire/promotion
• 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.

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.

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