Small Business Development Specialist

Job Posting End Date: July 07

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 Small Business Development Specialist (SBDS) will be instrumental to the success of the Small Business Distribution Team. The incumbent will contribute to the execution of sales support activities that maximize revenue generation. The SBDS will be tasked with consistently identifying and implementing process efficiencies that positively impact our Brokers and Clients. The SBDS will work closely with Small Business Consultants (SBC’s), internal Home Office partners, Field Office partners, and external customers to drive consistency and growth through Enrollments, Renewals, Plan Changes, NLOC, activity reporting, etc.

Principal Duties and Responsibilities

Drive Small Business Sales Support & Market Development Activities

• Support Small Business pre-sale, preparation of presentations, broker call prep, marketing materials, benchmarking, and competitor analysis 

• Perform proactive review and analysis of inforce block; manage/monitor process to support identification of cross-selling opportunities; drive quote process with SBC team; work closely with internal team on proactive quotes from inforce block
• Compile broker summary profiles and provide profit and persistency analysis
• Assist Small Business leadership team on delivering broker development programs

• Work closely with SBC, Broker and other internal partners to follow-up on quote activity and gather missing information to ensure full submission/financial recognition
• Assist with Hub reporting and data management to drive activity and results

Small Business Enrollment/Re-Enrollment Coordination and Support

• Provide consultative guidance to SBCs on all associated enrollment activities and overall strategy
• Complete enrollment event submissions and technology requests
• Follow up as needed to drive maximum policyholder comprehension/participation

Small Business Renewal Support

• Assist leadership and SBCs with the overall management of small business renewals
• Provide account research and recommendations including NLOC opportunities
• Assist with delivery and follow up as needed to ensure timely renewal acceptance and follow through

Small Business Account Maintenance

• Manage financial and non-financial GPCs including submission, information procurement, and required implementation assistance
• Complete Broker of Record change requests
• Act as the Salesforce.com subject mater expert for the Hub – includes driving contact management organization and consultation to SBCs
• May perform other duties as assigned

         

         

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,