Client Manager Associate - Careers at Unum
Unum
Client Manager Associate - Careers at Unum
Job Description
Client Manager Associate - Careers at Unum
Location: Bloomington, Minnesota, USA | Job ID: 834480
Career Growth & Stability at Unum: As a Client Manager Associate, you're in training for a pivotal role driving client relationships and business growth. Unum invests in your development through structured training in pre- and post-sale client management, enrollment strategies, and profitable growth tactics. Build lasting connections with brokers and customers, master renewal presentations, and partner with sales and home office teams. This position unlocks clear paths to advancement in the employee benefits industry, with opportunities to leverage Unum's innovative tools and services. Whether you're new to insurance or have industry experience, Unum's commitment to career progression ensures stability and upward mobility in a company that's a leader in helping others navigate life's moments.
Impact of the Role: In this Client Manager Associate position, you'll make a tangible difference by designing integrated strategies for client enrollment, service, and retention. Proactively manage your block of business to foster profitable growth, enhance reenrollment effectiveness, and deliver full-service solutions. Collaborate on benefit fairs, develop business plans, and provide critical updates that boost sales effectiveness. Your efforts directly impact customers' lives, supporting families and employees through Unum's benefits solutions. Join Team Unum today to combine meaningful work with robust Growth Opportunities in Insurance Jobs, where your talents help millions thrive.
Role Overview
Job Posting End Date: February 27When 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.
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:
UnumWhat You'll Be Doing (Responsibilities)
- Develop personal connections with brokers, enrollment firms, and customers
- Execute customer-specific business plans for growth and retention
- Manage pre-renewal communications to improve reenrollment effectiveness
- Leverage Unum’s enrollment capabilities and services
- Partner with sales, marketing, and home office teams
- Develop and present renewals to drive persistency and profitability
What You Need to Succeed (Qualifications)
- Bachelor's degree or equivalent business experience
- Experience in employee benefits industry preferred
- Licensed to sell insurance in assigned territory (within 90 days)
Skills Required
Proactive client management, Customer relationship building, Business planning and execution, Sales and growth orientation, Insurance licensing and knowledge, Communication with internal/external partners, Enrollment strategy development
Benefits & Perks at Unum
- Competitive health, vision, dental insurance
- Short & Long-Term Disability coverage
- Generous PTO including volunteer time
- Up to 9.5% 401(k) employer contribution
- Mental health support
- Tuition reimbursement and student loan repayment
Locations
- Bloomington, Minnesota, United States
Salary
55,000 - 80,250 USD / yearly
Source: ai estimated
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Proactive client managementintermediate
- Customer relationship buildingintermediate
- Business planning and executionintermediate
- Sales and growth orientationintermediate
- Insurance licensing and knowledgeintermediate
- Communication with internal/external partnersintermediate
- Enrollment strategy developmentintermediate
Required Qualifications
- Bachelor's degree or equivalent business experience (experience)
- Experience in employee benefits industry preferred (experience)
- Licensed to sell insurance in assigned territory (within 90 days) (experience)
Responsibilities
- Develop personal connections with brokers, enrollment firms, and customers
- Execute customer-specific business plans for growth and retention
- Manage pre-renewal communications to improve reenrollment effectiveness
- Leverage Unum’s enrollment capabilities and services
- Partner with sales, marketing, and home office teams
- Develop and present renewals to drive persistency and profitability
Benefits
- general: Competitive health, vision, dental insurance
- general: Short & Long-Term Disability coverage
- general: Generous PTO including volunteer time
- general: Up to 9.5% 401(k) employer contribution
- general: Mental health support
- general: Tuition reimbursement and student loan repayment
Tags & Categories
Answer 10 quick questions to check your fit for Client Manager Associate - Careers at Unum @ Unum.
Related Books and Jobs
Client Manager Associate - Careers at Unum
Unum
Client Manager Associate - Careers at Unum
Job Description
Client Manager Associate - Careers at Unum
Location: Bloomington, Minnesota, USA | Job ID: 834480
Career Growth & Stability at Unum: As a Client Manager Associate, you're in training for a pivotal role driving client relationships and business growth. Unum invests in your development through structured training in pre- and post-sale client management, enrollment strategies, and profitable growth tactics. Build lasting connections with brokers and customers, master renewal presentations, and partner with sales and home office teams. This position unlocks clear paths to advancement in the employee benefits industry, with opportunities to leverage Unum's innovative tools and services. Whether you're new to insurance or have industry experience, Unum's commitment to career progression ensures stability and upward mobility in a company that's a leader in helping others navigate life's moments.
Impact of the Role: In this Client Manager Associate position, you'll make a tangible difference by designing integrated strategies for client enrollment, service, and retention. Proactively manage your block of business to foster profitable growth, enhance reenrollment effectiveness, and deliver full-service solutions. Collaborate on benefit fairs, develop business plans, and provide critical updates that boost sales effectiveness. Your efforts directly impact customers' lives, supporting families and employees through Unum's benefits solutions. Join Team Unum today to combine meaningful work with robust Growth Opportunities in Insurance Jobs, where your talents help millions thrive.
Role Overview
Job Posting End Date: February 27When 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.
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:
UnumWhat You'll Be Doing (Responsibilities)
- Develop personal connections with brokers, enrollment firms, and customers
- Execute customer-specific business plans for growth and retention
- Manage pre-renewal communications to improve reenrollment effectiveness
- Leverage Unum’s enrollment capabilities and services
- Partner with sales, marketing, and home office teams
- Develop and present renewals to drive persistency and profitability
What You Need to Succeed (Qualifications)
- Bachelor's degree or equivalent business experience
- Experience in employee benefits industry preferred
- Licensed to sell insurance in assigned territory (within 90 days)
Skills Required
Proactive client management, Customer relationship building, Business planning and execution, Sales and growth orientation, Insurance licensing and knowledge, Communication with internal/external partners, Enrollment strategy development
Benefits & Perks at Unum
- Competitive health, vision, dental insurance
- Short & Long-Term Disability coverage
- Generous PTO including volunteer time
- Up to 9.5% 401(k) employer contribution
- Mental health support
- Tuition reimbursement and student loan repayment
Locations
- Bloomington, Minnesota, United States
Salary
55,000 - 80,250 USD / yearly
Source: ai estimated
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Proactive client managementintermediate
- Customer relationship buildingintermediate
- Business planning and executionintermediate
- Sales and growth orientationintermediate
- Insurance licensing and knowledgeintermediate
- Communication with internal/external partnersintermediate
- Enrollment strategy developmentintermediate
Required Qualifications
- Bachelor's degree or equivalent business experience (experience)
- Experience in employee benefits industry preferred (experience)
- Licensed to sell insurance in assigned territory (within 90 days) (experience)
Responsibilities
- Develop personal connections with brokers, enrollment firms, and customers
- Execute customer-specific business plans for growth and retention
- Manage pre-renewal communications to improve reenrollment effectiveness
- Leverage Unum’s enrollment capabilities and services
- Partner with sales, marketing, and home office teams
- Develop and present renewals to drive persistency and profitability
Benefits
- general: Competitive health, vision, dental insurance
- general: Short & Long-Term Disability coverage
- general: Generous PTO including volunteer time
- general: Up to 9.5% 401(k) employer contribution
- general: Mental health support
- general: Tuition reimbursement and student loan repayment
Tags & Categories
Answer 10 quick questions to check your fit for Client Manager Associate - Careers at Unum @ Unum.
Related Books and Jobs