Client Manager Associate

Client Manager Associate (CMA)

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 :

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.

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