Client Manager Associate
Unum
- Tampa, FL
- Permanent
- Full-time
- 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
- 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