Client Development Specialist

Unum Group•Addison, TX

About The Position

The Client Development Specialist supports Unum’s Core Market and Specialists teams serving businesses with 100 or more employees. The role partners with field sales teams to drive consistency and growth through enrollment coordination, in-force block management, and sales support. The specialist provides consultative guidance and subject-matter expertise for enrollment activities, helps select enrollment methods and resources, and coordinates communications among sales representatives, brokers, customers, and other applicable parties. The role also supports pre-sale preparation, proposals, market development, broker and customer events, and analysis of customer and competitor information. In addition, the specialist reviews and manages the in-force customer block to identify cross-selling and expansion opportunities, supports renewal programs, and performs related financial and account research. The position also provides office and management support, including operational tasks, database updates, reporting, correspondence, and other duties assigned by the Managing Director or Deputy Managing Director.

Requirements

Bachelor’s degree or equivalent business experience.
Solid growth and sales orientation.
Solid written and verbal communication skills.
Proven negotiation, persuasion, and presentation skills.
Proven ability to think strategically and act tactically.
Solid problem-solving and creative problem-resolution abilities.
Strong Microsoft Office skills, including Word, PowerPoint, and Excel.
Solid technical aptitude and ability to use and leverage technology and systems.
Strong organizational 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 and outgoing, with the ability to thrive in a high-volume environment.
Takes initiative and is results-oriented.

Nice To Haves

Experience in the employee benefits industry.
Full understanding, based on assignment, of the Unum US or Colonial Life product and service portfolio.

Responsibilities

Provide consultative guidance and overall support to Core Market teams and sales representatives for enrollment activities, communicating effectively with teams, brokers, customers, and other applicable parties.
Act as the enrollment subject-matter expert for the field and support procurement of enrollment resources and marketing materials through Fox/M20.
Complete enrollment event details in Salesforce and execute enrollment methods according to technology fit and Unum guidelines.
Educate teams, customers, and brokers about appropriate enrollment solutions and request Benefit Counselor representation for Unum+ or benefit fair activities.
Support pre-sale preparation, presentations, customer and broker call preparation, benchmarking, claims experience review, and competitor analysis using internal tools.
Support Request for Proposal questionnaires for large cases and create quote packages for sales representatives and brokers under the direction of the sales representative.
Use reporting, data, and analysis to support local marketing initiatives; assist with customer forums, broker events, and leadership travel arrangements.
Review and analyze the in-force block, manage processes to identify cross-selling opportunities, and compile broker summary profiles and profit and persistency analysis.
Manage and track block renewal programs and execute customer expansion opportunities in partnership with the Core Market team.
Manage and execute in-force block customer expansion programs and assist the Sales Team with broker development programs.
Process financial GPC requests, which may involve large or complex financial changes; research accounts and recommend expansion opportunities.
Perform day-to-day office operational tasks as needed by the Managing Director or Deputy Managing Director, including handling correspondence, maintaining supplies, submitting facilities requests, and maintaining office cleanliness.
Update customer and broker databases, run reports, complete data entry, and support sales, in-force management, and marketing activities.
Complete Broker of Record changes and term requests, and perform other duties as assigned by the Managing Director or Deputy Managing Director.