Client Manager Associate
Full-time
Unum Group
{"description": "Job Posting End Date: April 30
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:
*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 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.
Principal Duties and Responsibilities
Job Specifications
#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.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
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", "salary_raw": "Row(double=None, string=None)"}
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 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.
Principal Duties and Responsibilities
- 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 Specifications
- 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
#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.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
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", "salary_raw": "Row(double=None, string=None)"}
Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Client Manager Associate in San Francisco, CA vacancy
$72k
...Client Solutions Associate (Customer Success / Marketplace Operations) Location: San Francisco, CA Company Stage: Early-Stage / Venture-Backed... ...experts using internal tools and external sourcing channels Manage communication between clients and experts to ensure high-...SuggestedWork at officeRemote workFlexible hours$28 - $38 per hour
...Job Title Client Experience Associate Job Description The Client Experience Associate works with Customer Experience Manager by participating in all aspects of pre and post sales function. They are an integral participant in customer experience with CEM by providing...SuggestedFor contractors$25 - $30 per hour
Bank of America is hiring for a Client Service Support role at Merrill Wealth Management in San Francisco, CA. This position involves providing exemplary client support by ensuring service offerings are communicated effectively to clients. The ideal candidate is a motivated...SuggestedHourly paySeasonal work- A leading consultancy in technology is seeking a Client Relations Associate in San Francisco. You will manage client relationships, ensuring they receive top-tier service while driving satisfaction and retention. The ideal candidate has over two years of experience in...SuggestedFlexible hours
$68.64k - $90k
...environments and engaging confidently with clients? If so, the Commercial Term Lending team... ...'s #1 multifamily lender as a Client Associate on our multifamily lending sales team, where... ...area of financial services (Investment Management, Commercial Banking, Business Banking or...SuggestedWork at office- A leading financial institution in San Francisco is seeking a Client Associate to join its Commercial Term Lending team. The ideal candidate will demonstrate a strong focus on sales and business development, while fostering relationships with clients. Responsibilities...
- ...analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for... ...in process execution, documentation accuracy, and workflow management, known for reliability and precision under deadline‑driven conditions...Work at officeLocal areaShift work
- ...tailor shop in Union Square, San Francisco, specializing in bespoke menswear, expert alterations, bridalwear, eveningwear, and elevated client experiences. With decades of craftsmanship and a reputation for exceptional quality, we serve discerning clients who value...
$80k - $100k
LGBT Great is looking for a Client Associate in San Francisco. This role involves providing operational support and ensuring a high-quality client experience. Candidates should have 2+ years in client service within financial services, an undergraduate degree, and relevant...Work at office$25 - $30 per hour
Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$72k - $88k
About The Role Our Client Solutions team is the front line for finding the right experts for our clients. As a Client Solutions Associate, you will be directly responsible for growing our network... .... Project Creation & Ownership: Manage your clients’ research projects,...Full timeWork experience placementWork at officeImmediate startRemote workFlexible hours$32 - $44.71 per hour
Private Wealth Non Registered Client Associate - San Francisco, CA Be the First to Apply Job Description As a Private Wealth Non-Registered... ...role as a trusted resource for our clients and wealth managers. Your primary responsibilities will include day-to-day support...Hourly payFull timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hoursShift work- ODC is seeking enthusiastic and reliable applicants for the Client Relations Associate (CRA) role. This position reports to the Client Relations Manager and is located in the reception area of the ODC Commons and at the Theater entry when needed. Join our vibrant and collaborative...
- ...Francisco, USA Employment Type: Full-time About the Role We are looking for an engaging and emotionally intelligent Client Relations & Lifestyle Associate to represent our brand in high-end social and business environments. You’ll interact closely with distinguished...Full time
$72k
Client Solutions Associate Hybrid | San Francisco, CA or New York City, NY HireNow Staffing is actively recruiting multiple seasoned, highly skilled... ...strong ownership over project execution and relationship management. HireNow Disqualifier: Candidates with jumpy or...InternshipWork at officeRemote workVisa sponsorshipShift work- Job Overview Merrill Wealth Management is a leading provider of comprehensive wealth management... .... Responsibilities Provide excellent client service to the bank’s clients by... ...materials and support the other Client Associates in following up on all client and Financial...Seasonal workShift workDay shift
$80k - $100k
Neuberger in San Francisco is seeking a Client Associate/Senior Client Associate to provide operational support for high-net-worth clients... ...communication skills, a robust understanding of wealth management, and the ability to manage multiple tasks simultaneously. The...$68.2k
Location: San Francisco, CA Client Associate We are seeking a full-time Client Associate to join our team. You will work with a team of wealth management professionals and other LNW team members to provide excellent service to our internal and external clients. Nature...Full timeContract workWork experience placementWork at officeRemote workFlexible hours- A leading technology services company is seeking a Client Relations Associate in San Francisco. This role involves managing client relationships and ensuring exceptional service delivery while maintaining client satisfaction and retention. Candidates should have over 2...Flexible hours
$72k
HireNow Staffing Inc is seeking a Client Solutions Associate for a hybrid role in San Francisco, CA or New York City, NY. The ideal candidate will manage client research projects and build strong relationships with clients and industry experts. This role is suited for candidates...- Bank of America seeks a dedicated professional for its Merrill Wealth Management team in San Francisco. This position emphasizes exemplary client service, supporting both clients and Financial Advisors while ensuring adherence to bank policies. Candidates should have a...Seasonal work
- ...leading financial services firm in San Francisco is hiring a Client Service Associate to provide exceptional support to clients and Financial... ...assisting clients with their needs and ensuring thorough account management. This role involves cultivating client relationships,...
$75k - $90k
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018... ...London. The Firm oversees $203 billion in client assets as of March 31, 2026. Position A... ...to join its growing team as a Client Associate. The Client Associate will work with our...Work at officeLocal area- About This Job We’re looking for a Client Relations Associate who is passionate about client experience, proactive support, and relationship building. This role will focus on managing a portfolio of clients, ensuring they receive white-glove service while driving satisfaction...Contract workWork at officeFlexible hours
- JPMorganChase is seeking a Client Associate in San Francisco, CA to provide exceptional wealth management services to ultra-high-net-worth clients. The ideal candidate will manage client onboarding and account maintenance, interface with clients, and support Financial...
$75k - $90k
Rockefeller Capital Management is seeking a motivated Client Associate in San Francisco. The role involves account maintenance, providing quality service to high-net-worth clients, and supporting the Private Advisor team. Candidates should have a BA/BS degree and 0-3 years...- Citizens Bank in San Francisco, California, is seeking a Private Wealth Non-Registered Client Associate to support our clients and wealth managers. The role involves addressing client inquiries, facilitating transactions, and ensuring high-quality client service. Successful...
- Citizens is seeking a Private Wealth Non-Registered Client Associate in San Francisco, California. In this role, you will support wealth managers and clients through administrative duties and effective communication. Responsibilities include client onboarding, documenting...
$72k
Client Solutions Associate (7 Openings) Hybrid - 3 days onsite in San Francisco, CA or New York City, NY. Direct Hire / Permanent Placement. Overview... ...based on research needs, urgency, and project objectives Manage projects end‑to‑end from intake through sourcing, outreach,...Permanent employmentFull timeRemote workVisa sponsorship$70k - $76k
...service oriented? Do you know how to take care of people? We’re looking for a Client Associate who can provide operational and administrative support to financial advisors. You’ll: keep management systems up to date with client information educate clients on account...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Manager Associate. Be the first to apply!
Related searches
- client development director San Francisco, CA
- client finance manager San Francisco, CA
- senior engagement manager San Francisco, CA
- customer engagement manager San Francisco, CA
- client service manager San Francisco, CA
- client executive San Francisco, CA
- client services coordinator San Francisco, CA
- engagement manager San Francisco, CA
- client engagement manager San Francisco, CA
- client account executive San Francisco, CA

