Unum
Enrollment Strategy Consultant – Unum
Job Posting End Date: October 26
When you join the team at Unum, you become part of an organization committed to helping you thrive.
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
All the benefits listed above are subject to the terms of their individual Plans.
General Summary The Enrollment Strategy Consultant (ESC) will have primary responsibility in three main areas: 1) Engagement with Unum and Colonial Life field partners to offer our consultative support on various enrollment strategies/methods to maximize results in any case. 2) Ensure optimal enrollment experience and outcomes. The ESC will be accountable for managing enroller expectations and delivery of these expectations for supported enrollments. 3) Development of Certified Benefits Counselors through effective data analysis, coaching, training, and performance management. The Enrollment Strategy Consultant must utilize strong technical and analytical skills to assess customer needs and develop solutions based on proven enrollment capabilities through case studies and performance metrics. The role supports the Regional Enrollment Director and is a dedicated point of contact for the client, broker and field throughout the enrollment process.
Principal Duties And Responsibilities Enrollment Strategy Consulting
Act as point of contact for Unum and Colonial Life sales/distribution and Home Office partners to provide consultation and support as a subject matter expert on the Colonial Life and Unum enrollment strategy and capabilities.
Partner with Unum and Colonial Life internal and external sales partners to evaluate sales opportunities from an enrollment perspective and ensure appropriate strategy, expectations and execution of fulfillment of cases.
Promotion and education of enrollment tools and capabilities to internal and external business partners.
Support piloting and implementation of enrollment technology supporting both enrollers and the enrollment process.
Partner with internal business partners to stay up to date on all enrollment tool capabilities and how they can maximize enrollments.
Enrollment Management and Support
Partner with Unum and Colonial Life Home Office and field partners to set realistic expectations of what tools, resources and support can be delivered during enrollments.
Staff and schedule regional enrollments to include staffing of benefits counselors as needed for each location, scheduling of enrollers at each location, and provide support when needed with the account/location contact to set expectations.
Serve as primary liaison between enrollment team and the field, broker and clients.
Ensure accurate and timely receipt of final deliverables required from the enrollment team.
Set customer service expectations for each enrollment with the assigned enrollment team.
Monitor performance of managed enrollments and address issues where appropriate.
and development of 1099 certified benefits counselors and field enrollment partners that fall below enrollment expectations.
Serve as resource during the acquisition phase, re‑enrollment planning, and debrief phase as needed.
Benefits Counselor Quality Control
Formulate a proactive enrollment strategy for each assigned region, territory and district for the purpose of growing Certified Benefits Counselors and Coordinators to expected levels in partnership with territory core teams.
Perform ongoing assessments of Certified Benefits Counselors and Coordinators for the purpose of evaluating their status as an active member.
Lead enrollment strategy development efforts through best practice sharing, enrollment skill development, and additional advanced enrollment skills and support training.
May perform other duties as assigned.
Job Specifications
4 year college degree or equivalent relevant business experience preferred, and/or 5+ years’ experience in sales, insurance, or national accounts.
Strong collaboration skills: a proven ability to partner with cross functional areas and sales managers to achieve results.
Excellent organizational skills.
Ability to influence others without direct authority.
Solution oriented and strong negotiator – assertive yet diplomatic.
Strong analytical and problem‑solving skills.
"Boardroom Presence" – charismatic/presents good image, good presenting to senior level decision makers/clients, good on their feet, good at presenting in the client’s language.
Ability to manage multiple priorities including tactical and strategic initiatives.
Ability to develop and deliver training including to varied audiences and learning styles including in‑person and virtual methods.
Proven ability to communicate expectations, coach and performance manage.
Organizational credibility and ability to develop relationships quickly.
Background or knowledge in sales, benefits and enrollment process strongly preferred.
Proficient in Microsoft Office (PowerPoint, Excel, Word, Outlook).
Utilize applicable systems (Ceros, AWS, Calendly).
Some travel required (10%).
Company Colonial Life
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
EEO 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.
Salary Range $63,500.00 – $120,000.00
Additional Benefits and Rewards Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long‑term disability), performance‑based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
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When you join the team at Unum, you become part of an organization committed to helping you thrive.
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
All the benefits listed above are subject to the terms of their individual Plans.
General Summary The Enrollment Strategy Consultant (ESC) will have primary responsibility in three main areas: 1) Engagement with Unum and Colonial Life field partners to offer our consultative support on various enrollment strategies/methods to maximize results in any case. 2) Ensure optimal enrollment experience and outcomes. The ESC will be accountable for managing enroller expectations and delivery of these expectations for supported enrollments. 3) Development of Certified Benefits Counselors through effective data analysis, coaching, training, and performance management. The Enrollment Strategy Consultant must utilize strong technical and analytical skills to assess customer needs and develop solutions based on proven enrollment capabilities through case studies and performance metrics. The role supports the Regional Enrollment Director and is a dedicated point of contact for the client, broker and field throughout the enrollment process.
Principal Duties And Responsibilities Enrollment Strategy Consulting
Act as point of contact for Unum and Colonial Life sales/distribution and Home Office partners to provide consultation and support as a subject matter expert on the Colonial Life and Unum enrollment strategy and capabilities.
Partner with Unum and Colonial Life internal and external sales partners to evaluate sales opportunities from an enrollment perspective and ensure appropriate strategy, expectations and execution of fulfillment of cases.
Promotion and education of enrollment tools and capabilities to internal and external business partners.
Support piloting and implementation of enrollment technology supporting both enrollers and the enrollment process.
Partner with internal business partners to stay up to date on all enrollment tool capabilities and how they can maximize enrollments.
Enrollment Management and Support
Partner with Unum and Colonial Life Home Office and field partners to set realistic expectations of what tools, resources and support can be delivered during enrollments.
Staff and schedule regional enrollments to include staffing of benefits counselors as needed for each location, scheduling of enrollers at each location, and provide support when needed with the account/location contact to set expectations.
Serve as primary liaison between enrollment team and the field, broker and clients.
Ensure accurate and timely receipt of final deliverables required from the enrollment team.
Set customer service expectations for each enrollment with the assigned enrollment team.
Monitor performance of managed enrollments and address issues where appropriate.
and development of 1099 certified benefits counselors and field enrollment partners that fall below enrollment expectations.
Serve as resource during the acquisition phase, re‑enrollment planning, and debrief phase as needed.
Benefits Counselor Quality Control
Formulate a proactive enrollment strategy for each assigned region, territory and district for the purpose of growing Certified Benefits Counselors and Coordinators to expected levels in partnership with territory core teams.
Perform ongoing assessments of Certified Benefits Counselors and Coordinators for the purpose of evaluating their status as an active member.
Lead enrollment strategy development efforts through best practice sharing, enrollment skill development, and additional advanced enrollment skills and support training.
May perform other duties as assigned.
Job Specifications
4 year college degree or equivalent relevant business experience preferred, and/or 5+ years’ experience in sales, insurance, or national accounts.
Strong collaboration skills: a proven ability to partner with cross functional areas and sales managers to achieve results.
Excellent organizational skills.
Ability to influence others without direct authority.
Solution oriented and strong negotiator – assertive yet diplomatic.
Strong analytical and problem‑solving skills.
"Boardroom Presence" – charismatic/presents good image, good presenting to senior level decision makers/clients, good on their feet, good at presenting in the client’s language.
Ability to manage multiple priorities including tactical and strategic initiatives.
Ability to develop and deliver training including to varied audiences and learning styles including in‑person and virtual methods.
Proven ability to communicate expectations, coach and performance manage.
Organizational credibility and ability to develop relationships quickly.
Background or knowledge in sales, benefits and enrollment process strongly preferred.
Proficient in Microsoft Office (PowerPoint, Excel, Word, Outlook).
Utilize applicable systems (Ceros, AWS, Calendly).
Some travel required (10%).
Company Colonial Life
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
EEO 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.
Salary Range $63,500.00 – $120,000.00
Additional Benefits and Rewards Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long‑term disability), performance‑based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
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