Remote-Friendly Client Relations & Strategy Manager

Unum; United States; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Vision coverage

Dental coverage

Short-term disability

Long-term disability

PTO

401(k) employer match

Student loan repayment

Tuition reimbursement

Flexible work environments

Job summary

The National Client Manager (NCM) at Unum serves as the relationship steward for large group portfolios, designing tailored service strategies to drive growth and retention. This role coordinates resources, analyzes risk and claim trends, and partners with sales to renew and expand client value.

Based in the Chicago/Milwaukee region or eligible for remote work, you will lead client education, implement service plans, and guide brokers and employers with Unum’s products and solutions to meet

Qualifications

• Bachelor’s degree preferred.
• 5 to 7 years employee benefits/insurance industry experience preferred.
• Strong consultative, relationship-building, and problem-solving abilities.
• Segment/specialty knowledge preferred.
• Superior relationship management and influence across stakeholders.
• Presale expertise to support Unum’s value proposition.
• Strong data analysis and decision-making capabilities.
• Excellent communication, presentation, negotiation, persuasion and conflict management skills.
• Able to educate clients and anticipate needs.
• Robust re-enrollment and renewal expertise.
• Strong organizational, planning, time-management and delegation skills.
• Leadership, coaching, and mentorship abilities.
• Understanding of underwriting and risk concepts.
• Ability to cross-sell across Unum’s product portfolio.
• Strong business and financial acumen; strong computer skills.
• Licensing and appointment requirements to be obtained within 90 days.
• Ability to travel as needed.

Responsibilities

• Leads resources and coordinates efforts to meet client needs.
• Develops high-level actions via risk and HP analysis and claim consultation.
• Leverages Unum services and solutions to guide actions and resolve issues.
• Ensures complete implementation of new business and partners with Home Office areas.
• Delegates, sets expectations, and ensures day-to-day issue resolution with partners.
• Owns account management strategy within a defined territory.
• Develops strategic customized business plans to engage clients and demonstrate value.
• Executes renewal planning and discusses claim trends and disability models before renewals.
• Partners with Sales Consultants for annual renewals and data gathering.
• Drives comprehensive employee marketing of Unum benefits and enrollment strategies.
• Builds broker/consultant/TPF/Exchange relationships to deliver client solutions.
• Serves as a client consultant to identify opportunities and educate on health management strategies.
• Regularly attends site visits and maintains proactive face-to-face client engagement.

Skills

Relationship building

Consultative skills

Problem solving

Communication

Presentation

Negotiation

Persuasion

Conflict management

Analysis

Data interpretation

Forecasting

Strategic planning

Leadership

Coaching

Underwriting concepts

Cross-selling

Financial acumen

Computer skills

Licensing/compliance readiness

Travel flexibility

Education

Bachelor’s degree preferred

5-7 years benefits/insurance experience

Job description

The National Client Manager (NCM) at Unum serves as the relationship steward for large group portfolios, designing tailored service strategies to drive growth and retention. This role coordinates resources, analyzes risk and claim trends, and partners with sales to renew and expand client value.

Based in the Chicago/Milwaukee region or eligible for remote work, you will lead client education, implement service plans, and guide brokers and employers with Unum’s products and solutions to meet