Job Description

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