Client Manager

Unum UK

Client Manager Associate in training responsible for proactive client management and retention strategies at Unum. Develop personal connections with clients and execute integrated growth strategies.

Posted 6/23/2026full-timeChicago • Illinois, Wisconsin • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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.
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.

Requirements

What you’ll need

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
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

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Microsoft OfficeWordPowerPointExcelinsurance licensingUnum product and service portfoliocustomer-specific business plansenrollment strategiespre-renewal communicationsales effectiveness

Soft Skills

strong growth orientationnegotiation skillspersuasion skillspresentation skillsstrategic thinkingorganizational skillsproblem solvingcommunication skillsrelationship managementresults oriented

Certifications

insurance license