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    Senior Client Manager - Los Angeles, United States - Unum Insurance Company

    Unum Insurance Company
    Unum Insurance Company Los Angeles, United States

    2 weeks ago

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    Description

    Job Posting End Date:

    June 13 When 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 (CM) is 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.


    The position will provide enrollment customer relationship and growth support for Unum's portfolio of voluntary products (Group, VB, IDI) with the ultimate objective of delivering enrollment solutions that maximize participation and premium, minimize expenses, and differentiate Unum's portfolio of products and services.

    The CM is also responsible for the oversight of implementation and post sale activities. These activities include ongoing customer relationships, identification and execution of cross selling, and partnering with the sales team. This position is a Unum face to customers, brokers and enrollment firms.

    Principal Duties and Responsibilities
    Pre and Post-Sale Proactive Client Management, Education, Development, Growth and Retention for core market
    Primary integrated relationship manager for customers
    Develop personal connections with brokers, enrollment firms and customers
    Develop and execute on customer-specific business plans.

    When applicable, partner with Home Office to execute on CM's customer business plans and understand issues with Home Office serviced customers.

    Provide excellent customer service to assigned block of customers
    Responsible for oversight of, coordination for all post-sale activities including implementation, ongoing servicing and issue resolution
    Escalated customer support – coordinates communication with Home Office (i.e. billing, claims, Broker Comp Services, etc.)
    Effectively navigate challenges employers face (mergers/acquisitions, layoffs, reorganization) that could affect Unum relationship
    Profitable Growth of the Inforce Block
    Responsible for proactive customer development actions to grow revenue and retain customers – (renewals, re-enrollments, New Business Old Contract (NBOC), cross selling and retention)

    In partnership with sales, proactively manage pre-renewal communication with the goal of improving reenrollment effectiveness and avoiding renewal distractions during rate guarantee expiration and anniversary.

    Owns the Enrollment and Re-Enrollment Event and Results, inclusive of expenses
    In partnership with the Sales Rep, own the results on employee paid cases, including participation results and enrollment expenses
    Understand and leverage Unum's enrollment capabilities, services and tools
    Develop and communicate enrollment strategy with both internal/external partners
    Work closely with local Benefit Counselors on specific cases to ensure effective enrollment events
    Work closely with ICS Implementation Manager
    Own case level employee communication and education
    Manage local Benefit fair activities with Field Office team
    Build and develop enrollment firm relationships for larger customers
    Partner 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
    Develop and present renewals driving persistency and profitability
    Partner with Sales Rep to develop and present renewals to drive persistency and profitability
    Manage handoffs between Small Case team and Field Office for seamless execution of enrollment, re-enrollment, NBOC/New Lines of Coverage (NLOC) opportunities
    Participate on corporate and cross functional projects
    Serves as subjective matter expert and team lead on designated business topics and/or processes
    Trains and mentors Client Managers and other team members on assigned business topic or process
    May perform other duties as assigned
    Job Specifications
    5+ years of experience in sales or management of clients and/or 2+ years in the Client Management role
    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 consultative skills; able to think broadly when problem solving and making decisions
    Superior relationship building/management, interpersonal and partnership skills; able to influence a range of constituents
    Strong leadership skills. Ability and desire to coach and mentor others.
    Strong growth and sales orientation
    Full 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 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
    Excellent communication, presentation, negotiation, persuasion and conflict management skills
    Strong business acumen
    Ability to work/partner with a close team
    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.
    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:
    Unum
    #J-18808-Ljbffr
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