Client Development Specialist

Job Posting End Date: September 13

Unum is a company of people serving people. As one of the world's leading employee benefits providers and a Fortune 500 company, Unum's financial protection benefits help protect more than 36 million working people and their families from the financial impact of illness or injury.

Unum's two distinct, but similarly focused US businesses - Unum US and Colonial Life - are each a market leader in making disability, life, accident, critical illness, dental, and vision insurance accessible in the workplace.

Headquartered in Chattanooga, Tennessee, Unum also has significant US operations in Portland, Maine and Baton Rouge, Louisiana - and over 35 field offices nationwide. Colonial Life is headquartered in Columbia, South Carolina with over 40 field offices nationwide.

General Summary:

The Client Development Specialist (CDS) is instrumental to the success of the core market teams. As a contributing member of the core market team, the CDS will be responsible for mining the block for cross-sell opportunities and supporting sales, co-owning market development, enrollment, and re-enrollment. The CDS will also be responsible for quote coordination and follow up. The CDS will be closely tied to the sales team in the territories/offices and in daily contact with other internal and external partners.

Principal Duties and Responsibilities

Enrollment and Re-Enrollment Coordination and Support

• Provide overall support to Sales Team for enrollment activities
• Support core market team in procuring enrollment resources and marketing materials
• Completion and submission of case submission form
• Assist with Benefit Counselor coordination

• May coordinate local benefit fair activities

Drive Sales Support & Market Development Activities

• Support pre-sale, preparation of presentations, broker call prep, customized marketing materials, benchmarking and competitor analysis
• Provide effective competitive product analysis for prospects
• Provide Brokers with marketing materials and other information on an ad-hoc basis
• Support local marketing initiatives that drive and promote specific market agenda
• Assist with delivering customer forums
• Work with appropriate database to develop target marketing programs for brokers

Proactive Mining and execution of the Inforce Block for Cross-Sell Opportunities

• Proactive review and analysis of inforce block; manage/monitor process to support identification of cross-selling opportunities; drive quote process with Sales team; work closely with internal team on complex quotes and proactive quotes from inforce block
• Compile broker summary profiles and provide profit and persistency analysis
• May partner as needed on block renewal programs and leverage 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
• Support all rework/renewal activities as needed

Client Acquisition Support

• Coordinate Quote activity for Home Office sized cases - send quotes to Home Office (>500 lives)
• Provide Request For Proposal questionnaire support on large cases and create quote package for rep and broker
• Work closely with Rep, Broker and and other internal partners to follow-up on quote activity and gather missing information to ensure full submission/financial recognition

• May perform other duties as assigned

Job Specifications

• Bachelor's degree or equivalent business experience required
• Experience in the employee benefits industry preferred
• Full understanding based on assignment 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

Our company is built on helping individuals and families, and this starts with our employees. We want employees to maintain a positive balance, which is why we provide access to the benefits and resources they need to invest in themselves. From our onsite fitness facilities and generous paid time off to employee professional development programs, we are committed to helping employees live and work their best - both inside and outside the office.

Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.

Company:
Unum