Client Development Specialist
Core
Support field sales offices to drive consistency and growth through enrollments, in-force block management, and sales support for companies with 100+ employees.
Role type
Client Development Specialist (Sales Operations & Market Development)
Builds
Enrollment resources, quote packages, market development programs, and in-force block management strategies.
Domain
Employee Benefits / Insurance
Required skills
Enrollment coordination, sales support, market development, in-force block management, financial GPC processing, account research, data entry, report generation, database management, negotiation, presentation skills, strategic thinking, problem solving, Microsoft Office proficiency, technical aptitude, organization, business acumen, conflict management.
Preferred skills
Employee benefits industry experience, Unum US or Colonial Life product knowledge.
Responsibilities
Provide consultative guidance to Core Reps and Sales Reps on enrollment activities; support pre-sale preparation, presentations, and competitor analysis; manage and track block renewal programs and execute customer expansion opportunities; process financial GPC changes; handle day-to-day operational tasks including correspondence, supply management, and office maintenance; update customer/broker databases and run reports.
Seniority
Individual Contributor, Mid-Level