Client Development Specialist

Unum•Addison, TX

8d•$52,440 - $99,100

About The Position

The Client Development Specialist supports Unum’s Core Market and Specialists teams for business with 100 or more employees. The role partners with field sales representatives, market leaders, specialists, brokers, and customers to promote consistency and growth through enrollment activities, in-force block management, and sales support. The position coordinates and provides consultative guidance for enrollment and re-enrollment activities, advises the field on enrollment methods and solutions, and helps secure enrollment resources and marketing materials. It also supports sales preparation and market development through presentations, customer and broker preparation, benchmarking, claims experience and competitor analysis, proposal questionnaires, quote packages, reporting, and local marketing initiatives. The specialist proactively reviews and analyzes the in-force block, identifies cross-selling and customer expansion opportunities, supports renewal programs, and assists with broker development. The role also provides day-to-day office and management support, including correspondence, supplies, facilities requests, database updates, reporting, data entry, and broker-of-record and termination requests.

Requirements

Bachelor’s degree or equivalent business experience.
Solid growth and sales orientation.
Strong written and verbal communication skills.
Proven negotiation, persuasion, and presentation skills.
Ability to think strategically and act tactically.
Strong problem-solving and creative resolution abilities.
Strong Microsoft Office skills, including Word, PowerPoint, and Excel.
Technical aptitude and ability to use 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 approach and ability to thrive in a high-volume environment.
Initiative and results orientation.

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

Coordinate and support enrollment and re-enrollment activities, providing consultative guidance to market leaders and sales representatives and communicating with relevant parties.
Serve as the enrollment subject matter expert for the field and help obtain enrollment resources and marketing materials through Fox/M20.
Record enrollment event details in Salesforce and execute enrollment methods based on technology fit and Unum guidelines.
Educate teams, customers, and brokers on enrollment solutions and request Benefit Counselor representation for Unum+ or benefit fair activities.
Support pre-sale work, presentations, customer and broker call preparation, benchmarking, claims experience reviews, and competitor analysis using internal tools.
Support Request for Proposal questionnaires for large cases and prepare quote packages for representatives and brokers under sales representative direction.
Use reporting, data, and analysis to support local marketing initiatives and market agendas.
Assist with customer forums and broker events, and coordinate leadership travel arrangements.
Review and analyze the in-force block to identify cross-selling and customer expansion opportunities.
Compile broker summary profiles and provide profit and persistency analysis.
Manage and track block renewal programs and execute customer expansion opportunities in partnership with the core market team.
Assist the sales team with broker development programs and process financial GPC changes, which may be large or complex.
Research accounts and recommend expansion opportunities.
Perform day-to-day office operations as needed, including managing correspondence, supplies, facilities requests, and office cleanliness.
Update customer and broker databases, run reports, and complete data-entry tasks supporting sales, in-force management, and marketing.
Complete Broker of Record changes and term requests.
Perform other duties as assigned by the MD/DMD.

Benefits

Health, vision, and dental coverage.
Short- and long-term disability coverage.
Performance-based incentive plans.
Paid time off, including paid volunteer time.
401(k) employer contributions, described as up to 9.5% in the posting; the detailed benefits section specifies an employer match up to 5% plus an additional 4.5% contribution whether or not the employee contributes.
Mental health support.
Career advancement opportunities.
Student loan repayment options.
Tuition reimbursement.
Flexible work environments.