Client Development Specialist

Job Posting End Date:
January 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:

* 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 and Sales Rep for enrollment activities and supports the team, broker and customer and communicates effectively with all applicable parties.

* Act as the enrollment subject matter expert to the field

* Support core market team in procuring enrollment resources and marketing materials through Fox/M20

* Completion of enrollment event in Sales Force with enrollment details

* Understand & execute enrollment method based on technology fit and Unum guidelines (ie Hosting, Plane, Enrollment App, etc.).

* Educate team and or customer/broker on best enrollment solution.

* Request Benefit Counselor representation for Unum+ or Benefit fair activities.

Drive Sales Support & Market Development Activities (20% of role)

* Support pre-sale, preparation of presentations, customer/broker call prep, benchmarking, claims experience and competitor analysis through Unum's internal tools.

* Provide Request For Proposal questionnaire support on large cases and create quote package for rep and broker under the direction of the sales rep.

* Through reporting, data and analysis, support local marketing initiatives that drive and promote specific market agenda.

* Assist with delivering customer forums, broker events, leadership travel arrangements

Proactive Mining and execution of the Inforce Block (20% of role)

Proactive review and analysis of inforce block; manage/monitor process to support identification of cross-selling opportunities

* Compile broker summary profiles and provide profit and persistency analysis

* Manage and track the block renewal programs and execute on customer expansion opportunities

* Responsible for managing and executing all inforce block management customer expansion programs in partnership with the core market team

* Assist Sales Team with delivering broker development programs

* Financial GPC processing which may involve large/complex financial changes

* Complete account research and provide recommendations on expansion opportunities

Office/Management Support (10% of role)

* Responsible for day to day operational tasks that are key to maintaining the working order of the office as needed by the MD/DMD.

* Tasks range from managing incoming correspondence via phone, email, postal mail…