Job Overview
Employment Type
Full-time
Work Schedule
Flexible
Benefits
Health Insurance
Dental Insurance
Vision Insurance
short-term disability
long-term disability
Paid Time Off
401(k)
Job Description
Unum is a Fortune 500 company and a leading provider of employee benefits to companies worldwide. With its headquarters in Chattanooga, TN, and significant operations in various locations including Portland, ME, Baton Rouge, LA, and international offices in Ireland, Poland, and the UK, Unum supports a workforce of approximately 10,000 employees committed to serving more than 39 million people. As a part of Unum Group, the company operates with a mission to empower its clients by providing innovative employee benefits and service solutions that help individuals and families thrive throughout life’s moments. Unum places a strong emphasis on fostering an inclusive and diverse culture, prioritizing employee growth, work-life balance, and professional development opportunities.
The Client Manager Associate (CMA) position is a training role designed for individuals eager to develop their expertise in proactive customer management, education, development, profitable growth, and client retention within the core market. This role offers an exciting avenue for those passionate about building and nurturing relationships with brokers, enrollment firms, and customers. The CMA will be responsible for learning and executing integrated strategies that drive enrollment, service, and growth, contributing directly to the company’s success and the welfare of its clients. With a focus on personalized client plans and insightful communication, the CMA role is integral to enhancing customer experiences and improving reenrollment effectiveness, ultimately supporting Unum’s commitment to sustainable business growth.
Team members at Unum enjoy an award-winning culture that values diversity and inclusion, supported by a competitive benefits package that includes health, vision, dental insurance, short and long-term disability coverage, and generous paid time off, including paid volunteer time. Employees benefit from a 401(k) employer contribution of up to 9.5%, mental health support services, career advancement opportunities, student loan repayment options, tuition reimbursement, and flexible work environments. This comprehensive benefits offering is tailored to promote well-being and long-term success for every individual who joins Team Unum.
In this role, candidates will develop a deep understanding of Unum’s enrollment capabilities, learn to craft and present renewal proposals that drive persistency and profitability, and cultivate valuable partnerships with sales representatives, marketing consultants, and home office teams. The position demands strong communication, negotiation, and strategic thinking skills, along with the ability to manage multiple priorities efficiently. The CMA will work closely with various teams to deliver outstanding customer service and contribute significantly to business growth initiatives. This role requires travel as needed, offering a dynamic and engaging work experience for professionals looking to thrive in the employee benefits industry.
The Client Manager Associate (CMA) position is a training role designed for individuals eager to develop their expertise in proactive customer management, education, development, profitable growth, and client retention within the core market. This role offers an exciting avenue for those passionate about building and nurturing relationships with brokers, enrollment firms, and customers. The CMA will be responsible for learning and executing integrated strategies that drive enrollment, service, and growth, contributing directly to the company’s success and the welfare of its clients. With a focus on personalized client plans and insightful communication, the CMA role is integral to enhancing customer experiences and improving reenrollment effectiveness, ultimately supporting Unum’s commitment to sustainable business growth.
Team members at Unum enjoy an award-winning culture that values diversity and inclusion, supported by a competitive benefits package that includes health, vision, dental insurance, short and long-term disability coverage, and generous paid time off, including paid volunteer time. Employees benefit from a 401(k) employer contribution of up to 9.5%, mental health support services, career advancement opportunities, student loan repayment options, tuition reimbursement, and flexible work environments. This comprehensive benefits offering is tailored to promote well-being and long-term success for every individual who joins Team Unum.
In this role, candidates will develop a deep understanding of Unum’s enrollment capabilities, learn to craft and present renewal proposals that drive persistency and profitability, and cultivate valuable partnerships with sales representatives, marketing consultants, and home office teams. The position demands strong communication, negotiation, and strategic thinking skills, along with the ability to manage multiple priorities efficiently. The CMA will work closely with various teams to deliver outstanding customer service and contribute significantly to business growth initiatives. This role requires travel as needed, offering a dynamic and engaging work experience for professionals looking to thrive in the employee benefits industry.
Job Requirements
- 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
- Proficient in Microsoft Office – Word, PowerPoint, Excel
- Strong technical aptitude – ability to utilize and leverage technology and systems
- Strong negotiation, persuasion and presentation skills
- Strong organization skills/ability to manage multiple demands and priorities
- Excellent problem solving/problem resolution
- Outgoing, excellent communication skills – both written and verbal
- Ability to work/partner with a close team
- Ability to travel as needed
Job Qualifications
- Bachelors degree or equivalent business experience
- 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
- 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
Job Duties
- 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 Criteria
Experience
Entry Level (1-2 years)
Job Location
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