Client Development Specialist

About the Role

Key Responsibilities

• Provide overall support and consultative guidance to CM and Sales Reps for enrollment activities and support the team, broker, and customer, communicating 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 events in Sales Force with enrollment details.
• Understand and execute enrollment methods based on technology fit and Unum guidelines (e.g., Hosting, Plane, Enrollment App).
• Educate team and/or customer/broker on best enrollment solutions.
• Request Benefit Counselor representation for Unum+ or Benefit fair activities.
• Support pre-sale activities including preparation of presentations, customer/broker call prep, benchmarking, claims experience, and competitor analysis using internal tools.
• Provide RFP questionnaire support on large cases and create quote packages for reps and brokers under sales rep guidance.
• Support local marketing initiatives through reporting, data, and analysis.
• Assist with delivering customer forums, broker events, and leadership travel arrangements.
• Proactively review and analyze inforce block; manage/monitor processes to identify cross-selling opportunities.
• Compile broker summary profiles and provide profit and persistency analysis.
• Manage and track the inforce block renewal programs and execute customer expansion opportunities.
• Manage and execute all inforce block management customer expansion programs in partnership with the core market team.
• Assist Sales Team with broker development programs.
• Handle financial GPC processing involving large/complex financial changes.
• Complete account research and provide recommendations on expansion opportunities.
• Perform 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.
• 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.
• Strong communication skills—both written and verbal.
• Proven negotiation, persuasion, and presentation skills.
• Ability to think strategically and act tactically.
• Solid problem solving and creative problem resolution abilities.
• Strong Microsoft Office skills—Word, PowerPoint, Excel.
• Solid technical aptitude to utilize and leverage technology and systems.
• Strong organization skills and ability to manage multiple priorities and deadlines.
• Strong business acumen.
• Ability to partner with a close team and develop strong business relationships.
• Ability to manage conflicts.
• Energetic, outgoing, and thrives in a high-volume environment.
• Takes initiative and is results-oriented.

Nice to Have

• Experience in the employee benefits industry.

Qualifications

• Bachelor's degree or equivalent business experience.

Benefits & Perks

• Competitive benefits package including health, vision, dental, short & long-term disability insurance.
• Performance-based incentive plans.
• Paid time off, including paid volunteer time.
• Up to 9.5% 401(k) employer contribution with matching and additional contributions.
• Mental health support.
• Career advancement opportunities.
• Student loan repayment options.
• Tuition reimbursement.
• Flexible work environments.