client development specialist (Atlanta, GA)

| Atlanta, GA
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Job Posting End Date: October 25

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:
General Summary
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.

Principal Duties and Responsibilities

Enrollment and Re-Enrollment Coordination and Support (50% of role)

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.

Drive Sales Support & Market Development Activities (20% of role)
  • 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 Mining and execution of the Inforce Block (20% of role)

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

Office/Management Support (10% of role)
  • 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.

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.

More Information on Unum
Unum operates in the Insurance industry. The company is located in Chattanooga, TN, Portland, ME, Baton Rouge, LA and Glendale, CA. Unum was founded in 2022. It has 9536 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 22 open jobs at Unum, click here.
Read Full Job Description
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Similar Jobs

Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView Unum's full profileFind similar jobs