What are the responsibilities and job description for the Small Business Development Specialist position at Unum?
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 SummaryThe 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, 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.
Company:
Unum
