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Unum · 1 week ago

Client Development Specialist

Glendale, CA

Full-time

Onsite

Mid Level

$57K/yr - $108K/yr

Unum is a Fortune 500 company and leading provider of employee benefits to companies worldwide. The Client Development Specialist role is essential for supporting the Core Market & Specialists teams by driving consistency and growth through enrollments and sales support while managing inforce block activities.

FinanceFinancial ServicesInsurance

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

Qualification

Employee benefits experienceSales supportMicrosoft OfficeBusiness acumenCommunication skillsNegotiation skillsProblem solvingOrganizational skillsTeam collaborationInitiative

Required

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

Preferred

Experience in the employee benefits industry preferred

Full understanding based on assignment of the Unum US or Colonial Life product and service portfolio preferred

Benefits

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

Company

Unum

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Since our founding in 1848, Unum has been a leader in the employee benefits business through innovation, integrity and an unwavering commitment to our customers.

Founded in 1848