National Client Manager
Core
Relationship steward for complex group disability insurance cases (2,000+ lives), designing customized service strategies to drive growth, retention, and profitability.
Role type
Senior Account Manager (Employee Benefits/Disability Insurance)
Builds
Customized service strategies, renewal plans, and client engagement programs for large employer blocks.
Domain
Employee Benefits / Disability Insurance / Risk Management
Deliverable
client delivery
Required skills
Strategic account management, risk and H&P analysis, claim consultation, enrollment strategy development, broker/consultant relationship management, data analysis for claim trends, underwriting and risk concepts, business and financial acumen, presale expertise, product portfolio correlation.
Preferred skills
Segment/specialty knowledge, coaching and mentoring, site visit facilitation.
Technologies
Client reporting and analysis tools, Unum service platforms.
Responsibilities
Lead resource coordination and concentrated efforts to meet specific client needs; develop and implement strategic customized business plans for assigned client blocks; execute renewal conditioning and planning including pre-renewal face-to-face visits; drive comprehensive employee marketing and enrollment strategies; serve as a consultant to identify and recommend Unum solutions; recognize opportunities for new business growth on assigned blocks; attend site visits and conduct frequent proactive face-to-face meetings with customers.
Seniority
Senior, hands-on IC with strategic execution