Unum Insurance
Overview
Job Posting End Date: October 26 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. 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 benefits listed above are subject to the terms of their individual Plans. With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Help us help others, and join Team Unum today!
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 consultative support on enrollment strategies to maximize results; 2) Ensure optimal enrollment experience and outcomes by managing enroller expectations and delivery; 3) Development of Certified Benefits Counselors through data analysis, coaching, training, and performance management. The ESC will use 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 on the Colonial Life and Unum enrollment strategy and capabilities. Partner with internal and external sales partners to evaluate enrollment opportunities and ensure strategy, expectations and execution of case fulfillment. Promote and educate on enrollment tools and capabilities to internal and external business partners. Support piloting and implementation of enrollment technology for enrollers and the enrollment process. Stay up to date on all enrollment tool capabilities and how they can maximize enrollments. Enrollment Management and Support Set realistic expectations of tools, resources and support that can be delivered during enrollments; ensure all enrollment deliverables are provided to the client, broker and/or enrollment teams as needed for a successful enrollment. Staff and schedule regional enrollments, including staffing of benefits counselors and enrollers; provide support with account/location contacts to set expectations. Serve as primary liaison between enrollment team and 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. Develop 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 to grow Certified Benefits Counselors and Coordinators in partnership with territory core teams. Perform ongoing assessments of Certified Benefits Counselors and Coordinators for active status. Lead enrollment strategy development through best practice sharing, enrollment skill development, and additional advanced enrollment training and support. 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 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 and ability to present to senior level decision makers in the client’s language Ability to manage multiple priorities including tactical and strategic initiatives Ability to develop and deliver training for 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%) Additional Information
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. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. 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. The base salary range for applicants for this position is listed below. The base salary range is $63,500.00-$120,000.00. Actual pay will be based on skill, geographical location and experience. Additionally, Unum offers a portfolio of benefits including health, vision, dental, disability, incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution. All benefits are subject to the terms and conditions of individual Plans. Company: Colonial Life
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Job Posting End Date: October 26 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. 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 benefits listed above are subject to the terms of their individual Plans. With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Help us help others, and join Team Unum today!
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 consultative support on enrollment strategies to maximize results; 2) Ensure optimal enrollment experience and outcomes by managing enroller expectations and delivery; 3) Development of Certified Benefits Counselors through data analysis, coaching, training, and performance management. The ESC will use 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 on the Colonial Life and Unum enrollment strategy and capabilities. Partner with internal and external sales partners to evaluate enrollment opportunities and ensure strategy, expectations and execution of case fulfillment. Promote and educate on enrollment tools and capabilities to internal and external business partners. Support piloting and implementation of enrollment technology for enrollers and the enrollment process. Stay up to date on all enrollment tool capabilities and how they can maximize enrollments. Enrollment Management and Support Set realistic expectations of tools, resources and support that can be delivered during enrollments; ensure all enrollment deliverables are provided to the client, broker and/or enrollment teams as needed for a successful enrollment. Staff and schedule regional enrollments, including staffing of benefits counselors and enrollers; provide support with account/location contacts to set expectations. Serve as primary liaison between enrollment team and 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. Develop 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 to grow Certified Benefits Counselors and Coordinators in partnership with territory core teams. Perform ongoing assessments of Certified Benefits Counselors and Coordinators for active status. Lead enrollment strategy development through best practice sharing, enrollment skill development, and additional advanced enrollment training and support. 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 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 and ability to present to senior level decision makers in the client’s language Ability to manage multiple priorities including tactical and strategic initiatives Ability to develop and deliver training for 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%) Additional Information
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. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. 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. The base salary range for applicants for this position is listed below. The base salary range is $63,500.00-$120,000.00. Actual pay will be based on skill, geographical location and experience. Additionally, Unum offers a portfolio of benefits including health, vision, dental, disability, incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution. All benefits are subject to the terms and conditions of individual Plans. Company: Colonial Life
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