Unum
ClientDevelopmentSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Development Specialist at Unum. Skills: Client Development, Sales Support, Enrollment Coordination. Provide enrollment support and guidance. Act as enrollment subject matter expert”
What You'll Achieve.
Drive consistency and growth through enrollments; Drive consistency and growth through in force block management; Drive consistency and growth through sales support; Support identification of cross-selling opportunities; Execute on customer expansion opportunities; Support overall sales activities; Support inforce management activities; Support marketing activities
Industry & Context.
Solid problem solving abilities; Creative problem resolution abilities
What They're Looking For.
Must Have
Bachelor's degree or equivalent business experience required, Solid growth and sales orientation, Solid communication skills – both written and verbal, Proven negotiation, persuasion and presentation skills, Proven ability to think strategically and act tactically, Solid problem solving/creative problem resolution abilities, Microsoft Office skills – Word, PowerPoint, Excel, Solid technical aptitude - ability to utilize and leverage technology and systems, Solid organization skills/ability to manage multiple priorities/deadlines, business acumen, Ability to partner with a close team and develop business relationships, Ability to manage conflicts, Energetic, outgoing, thrives in a high volume environment, Takes initiative/Results oriented
Nice to Have
Experience in the employee benefits industry preferred, Full understanding based on assignment of the Unum US or Colonial Life product and service portfolio preferred
What You'll Do.
Provide enrollment support and guidance
Act as enrollment subject matter expert
Procure enrollment resources and marketing materials
Complete enrollment event in Sales Force
Educate on best enrollment solution
Request Benefit Counselor representation
Support pre-sale activities
Prepare presentations
Prepare customer/broker calls
Analyze claims experience
Analyze competitor data
Provide RFP questionnaire support
Support local marketing initiatives
Deliver customer forums
Organize broker events
Arrange leadership travel
Review and analyze inforce block
Identify cross-selling opportunities
Compile broker summary profiles
Provide profit and persistency analysis
Manage and track renewal programs
Execute customer expansion opportunities
Manage customer expansion programs
Assist with broker development programs
Process Financial GPC
Complete account research
Provide recommendations on expansion
Perform day to day operational tasks
Manage incoming correspondence
Maintain supply levels
Process facilities requests
Maintain office cleanliness
Handle system updates
Complete data entry duties
Complete Broker of Record changes
Complete term requests
Perform other duties as assigned
How You'll Work.
Team & Collaboration
Partner with a close team; Develop business relationships; Manage conflicts; Partner with the field sales office; Critical partner to the field; Partner with core market team
Communication Scope
Written communication skills; Verbal communication skills
Full Job Description
Job Posting End Date: May 31 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 * Performance Based Incentive Plans * 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 Development Specialists role is instrumental to the success of the Core Market & Specialists teams for business with 100+ employees. As an essential member of the team, the role will support the field sales office to drive consistency and growth through enrollments, in force block management and sales support. This role will be a critical partner to the field including Core Reps, CM’s, NCM’s and Specialists. **Principal Duties and Responsibilities** _Enrollment and Re-Enrollment Coordination and Support (50% of role)_ Provide overall support and consultative guidance to CM
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