Unum
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
General Summary This position is responsible for the on-boarding, growth and maintenance of assigned IDI clients. This involves development and implementation of a client enrollment implementation plan and strategy that promotes enrollment participation, strengthens relationships with the client, brokers or other parties of influence and maintains overall stability of our position with the client while maintaining acceptable risk for the company. This position is responsible for maintaining and cultivating strong long term relationships with the client and parties influential in managing the account such as key home office business partners, IDI field partners, brokers, or others with third party influence. Further, this position should serve as the primary point of contact on behalf of the home office and should work to create barriers to exit with existing clients. This position in partnership with sales distribution will represent IDI Business Operations in joint sales presentations and client visits. This position should be viewed as an objective sales partner with the field as it relates to account performance and should be viewed as an expert resource in helping their sales partners develop and deliver profitable service, enrollment and re-enrollment solutions. This position requires strong service and sales orientation.
Principal Duties And Responsibilities
Responsible for creating, implementing, and managing enrollment/re-enrollment strategies for assigned block of business.
Establish enrollment implementation plan for each case to include negotiating alternative enrollment options as needed to maximize sales opportunity and manage key deliverables, timelines, resource requirements, expense arrangements and expectations.
Manage enrollment/re-enrollment process by following up on progress toward commitments by others and communicating progress to all partners on an on-going basis.
Conduct enrollment debriefing sessions with internal and external partners to confirm that commitments were met and to identify areas of opportunity.
Develop and implement a well‑documented growth strategy for assigned accounts.
Provide knowledge and expertise to assist the sales organization in the development of new opportunities to grow business in or related to assigned accounts through service and enrollment strategies.
Represent the company in sales planning sessions and client presentations, and host home office visits for assigned clients.
Manage client-level expenses considering in‑force premium, sales potential, the stability of the relationship and overall claims/persistency experience of the client.
Present at RFP finalist presentations as needed.
Serve as principal point of contact for assigned clients, including handling service problems, maintaining regular communication, and cultivating a long‑term relationship with the client.
Participate on corporate and cross‑functional projects.
Serve as subject matter expert and team lead on designated business topics and/or processes.
Train and mentor Client Managers and other team members on assigned business topics or processes.
May perform other duties as assigned.
Job Specifications
5+ years of experience in management of large clients and/or 2+ years in a Client Management role (Account Manager, Implementation Manager).
4 year college degree or equivalent work experience.
Proactive client-level strategic thinking.
Relationship oriented – with customers, consultants, home office and the field.
Innovative and knowledgeable in generating ways to improve access to employees, improve working conditions, and maximize re-enrollment opportunities.
Knowledge of IDI business processes, enrollment technology, products, and services from end to end (i.e. benefits communication, enrollment options, billing and service capabilities) is preferred.
Excellent communication and presentation skills.
Professional image and behavior in various settings including the client arena.
Excellent consultative skills.
Organizational credibility with all levels of both IDI home office and sales organization is preferred.
Developed customer relationship skills that key on determining needs and desires and positioning potential solutions.
Good negotiator – assertive, yet diplomatic; sets and manages boundaries well.
Partners well with others in the home office for effective cross‑functional account solutions.
Up to 25% travel may be required.
Critical Success Factors
Strong leadership skills.
Able to speak to the business from end to end.
Good at being proactive from a business development perspective vs. solely firefighting.
Strong project management skills including good influence and team leader skills.
Strong consultative skills.
Relationship oriented.
Unum Equal Opportunity Employer Statement 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.
Compensation $75,500.00 – $142,700.00
Location Chattanooga, TN
#J-18808-Ljbffr
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
General Summary This position is responsible for the on-boarding, growth and maintenance of assigned IDI clients. This involves development and implementation of a client enrollment implementation plan and strategy that promotes enrollment participation, strengthens relationships with the client, brokers or other parties of influence and maintains overall stability of our position with the client while maintaining acceptable risk for the company. This position is responsible for maintaining and cultivating strong long term relationships with the client and parties influential in managing the account such as key home office business partners, IDI field partners, brokers, or others with third party influence. Further, this position should serve as the primary point of contact on behalf of the home office and should work to create barriers to exit with existing clients. This position in partnership with sales distribution will represent IDI Business Operations in joint sales presentations and client visits. This position should be viewed as an objective sales partner with the field as it relates to account performance and should be viewed as an expert resource in helping their sales partners develop and deliver profitable service, enrollment and re-enrollment solutions. This position requires strong service and sales orientation.
Principal Duties And Responsibilities
Responsible for creating, implementing, and managing enrollment/re-enrollment strategies for assigned block of business.
Establish enrollment implementation plan for each case to include negotiating alternative enrollment options as needed to maximize sales opportunity and manage key deliverables, timelines, resource requirements, expense arrangements and expectations.
Manage enrollment/re-enrollment process by following up on progress toward commitments by others and communicating progress to all partners on an on-going basis.
Conduct enrollment debriefing sessions with internal and external partners to confirm that commitments were met and to identify areas of opportunity.
Develop and implement a well‑documented growth strategy for assigned accounts.
Provide knowledge and expertise to assist the sales organization in the development of new opportunities to grow business in or related to assigned accounts through service and enrollment strategies.
Represent the company in sales planning sessions and client presentations, and host home office visits for assigned clients.
Manage client-level expenses considering in‑force premium, sales potential, the stability of the relationship and overall claims/persistency experience of the client.
Present at RFP finalist presentations as needed.
Serve as principal point of contact for assigned clients, including handling service problems, maintaining regular communication, and cultivating a long‑term relationship with the client.
Participate on corporate and cross‑functional projects.
Serve as subject matter expert and team lead on designated business topics and/or processes.
Train and mentor Client Managers and other team members on assigned business topics or processes.
May perform other duties as assigned.
Job Specifications
5+ years of experience in management of large clients and/or 2+ years in a Client Management role (Account Manager, Implementation Manager).
4 year college degree or equivalent work experience.
Proactive client-level strategic thinking.
Relationship oriented – with customers, consultants, home office and the field.
Innovative and knowledgeable in generating ways to improve access to employees, improve working conditions, and maximize re-enrollment opportunities.
Knowledge of IDI business processes, enrollment technology, products, and services from end to end (i.e. benefits communication, enrollment options, billing and service capabilities) is preferred.
Excellent communication and presentation skills.
Professional image and behavior in various settings including the client arena.
Excellent consultative skills.
Organizational credibility with all levels of both IDI home office and sales organization is preferred.
Developed customer relationship skills that key on determining needs and desires and positioning potential solutions.
Good negotiator – assertive, yet diplomatic; sets and manages boundaries well.
Partners well with others in the home office for effective cross‑functional account solutions.
Up to 25% travel may be required.
Critical Success Factors
Strong leadership skills.
Able to speak to the business from end to end.
Good at being proactive from a business development perspective vs. solely firefighting.
Strong project management skills including good influence and team leader skills.
Strong consultative skills.
Relationship oriented.
Unum Equal Opportunity Employer Statement 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.
Compensation $75,500.00 – $142,700.00
Location Chattanooga, TN
#J-18808-Ljbffr