Client Development Specialist

About the Role

Key Responsibilities

• 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.
• Complete 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.
• 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.
• Support local marketing initiatives through reporting, data and analysis.
• Assist with delivering customer forums, broker events, leadership travel arrangements.
• Proactively review and analyze 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.
• Manage and execute all inforce block management customer expansion programs in partnership with the core market team.
• Assist Sales Team with delivering broker development programs.
• Process financial GPC changes which may involve large/complex financial changes.
• Complete account research and provide recommendations on expansion opportunities.
• Handle day-to-day operational tasks such as managing correspondence, maintaining supply levels, processing facilities requests, and maintaining office cleanliness.
• Update customer/broker databases, run reports, and complete data entry duties to support sales, inforce management, and marketing activities.
• Complete Broker of Record changes and term requests.
• Perform other duties as assigned by the MD/DMD.

Requirements

• Bachelor's degree or equivalent business experience required.
• Experience in the employee benefits industry preferred.
• Full understanding of the Unum US or Colonial Life product and service portfolio preferred.
• 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.
• Strong 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.
• Strong business acumen.
• Ability to partner with a close team and develop strong 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.
• Full understanding of the Unum US or Colonial Life product and service portfolio.

Qualifications

• Bachelor's degree or equivalent business experience.

Benefits & Perks

• 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.
• Performance Based Incentive Plans.