Job Posting End Date: November 20

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. To enable this, we provide: 

Award-winning culture 

Inclusion and diversity as a priority 

Performance Based Incentive Plans

Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability 

Generous PTO (including paid time to volunteer!) 

Up to 9.5% 401(k) employer contribution 

Mental health support 

Career advancement opportunities 

Student loan repayment options 

Tuition reimbursement

Flexible work environments 

*All the benefits listed above are subject to the terms of their individual Plans.

And that’s just the beginning…  

With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you’re directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! 

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 fieldSupport core market team in procuring enrollment resources and marketing materials through Fox/M20Completion of enrollment event in Sales Force with enrollment detailsUnderstand & 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 analysisManage and track the block renewal programs and execute on customer expansion opportunitiesResponsible for managing and executing all inforce block management customer expansion programs in partnership with the core market teamAssist Sales Team with delivering broker development programsFinancial GPC processing which may involve large/complex financial changesComplete 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 requiredExperience in the employee benefits industry preferredFull understanding based on assignment of the Unum US or Colonial Life product and service portfolio preferredSolid growth and sales orientationSolid communication skills – both written and verbalProven negotiation, persuasion and presentation skillsProven ability to think strategically and act tacticallySolid problem solving/creative problem resolution abilitiesStrong Microsoft Office skills – Word, PowerPoint, ExcelSolid technical aptitude - ability to utilize and leverage technology and systemsSolid organization skills/ability to manage multiple priorities/deadlinesStrong business acumenAbility to partner with a close team and develop strong business relationshipsAbility to manage conflictsEnergetic, outgoing, thrives in a high volume environmentTakes initiative/Results oriented

#LI-EE1

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Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.

The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.

$45,600.00-$86,200.00

Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not.  All benefits are subject to the terms and conditions of individual Plans.

Company:

Unum