Client Development Specialist

Unum•San Diego, CA

1d•$57,000 - $107,800

About The Position

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. 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.

Requirements

Bachelor’s degree or equivalent business experience required
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 Haves

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

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
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.
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 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
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 to maintaining supply levels, processing facilities requests, and maintaining office cleanliness.
Handles system updates to customer/broker databases, run reports, and complete various data entry duties to support overall sales, inforce management and marketing activities.
Complete Broker of Record changes and term requests.
May perform other duties as assigned by the MD/DMD.