Client Manager

Job Posting End Date: February 17

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:

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