Client Consultant

Posted 2 Days Ago
Be an Early Applicant
4 Locations
In-Office
46K-86K Annually
Mid level
Insurance
The Role
Serve as primary client and broker contact for policy administration and billing across multiple product lines. Troubleshoot integrations and file feeds, educate clients on digital adoption, lead complex service and billing resolutions, collaborate cross-functionally, perform audits, and drive retention and operational improvements.
Summary Generated by Built In
Job Posting End Date: August 13

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:In this role, you could be aligned with one of our teams supporting one of our many benefit Ben Tech/HCM partner (ADP, Workday, UKG, Employee Navigator).
This posting is intended to fill Client Consultant positions within the Small Business, Mid-Market, HRC, and Broker Connect segments. Final team alignment will be determined by the hiring panel based on business needs, candidate experience, and overall fit.
This role is the primary service point for client and broker matters related to all policy level administration needs. This role has ownership and accountability for the ongoing delivery of highly responsive and accurate customer service for Unum’s integrated products and may service clients from different-sized market segments.
This consultative role facilitates client education across all product lines to ensure understanding of solutions applicable to clients’ needs. These complex activities require in-depth knowledge of technical integrations with various technology partners, and platforms. In addition, this role partners with other departments to ensure the accuracy of invoices, corresponds with clients to follow up on outstanding payments, and resolves service and billing issues.
This role will drive resolution for complicated and sensitive service matters with the goal of turning around challenges and converting them into opportunities for deeper customer loyalty, retention, and future growth. The role owns the relationship with clients and brokers for all policy administration needs, collaborating with the field operations to drive customer persistency, and satisfaction while mitigating risk.

Principal Duties and Responsibilities:

  • Analyze, communicate, and consult on various billing and service-related issues to solve for root cause and eliminate additional downstream billing and service impacts.
  • Educate customers, brokers and field partners on products, processes, technology, and offerings, consulting on their unique benefit plan design and/or digital ecosystem.
  • Work with brokers to resolve field issues related to clients
  • Serve as a specialist on complex service and billing issues related to policy administration and enrollment and work with service partners as needed to resolve issues. 
  • Lead collaboration with business partners to provide subject matter expertise on Unum’s technology capabilities, and associated systems, in support of administration, benefits and other key internal business processes.
  • Troubleshoot client file feeds or digital solutions as necessary to resolve issues
  • Proficient in completing comprehensive audits including, but not limited to, enrollment activity, premium remittance and allocation, salary adjustments and policy changes with little supervision or guidance.
  • Ability to manage competing accountabilities and prioritize client requests through the timely delivery of accurate responses and solutions.
  • Educate client on specific digital adoption strategies and influence them to utilize self-service capabilities.
  • Own the prompt and efficient resolution of escalated client issues through effective coordination involving the necessary business partners.
  • Occasionally engage in lean management and agile practices to enhance technology and process with the goal of achieving higher Employer CSAT.
  • Operates with a continuous improvement mindset and ways to enhance the client experience and operational efficiencies.
  • May coach others as need arises.
  • Maintain high quality standards and accuracy on all interactions and outputs.
  • May perform other duties as assigned. 
     

Job Specifications:

  • College degree preferred, or equivalent experience required.
  • 3-5 years of experience in Customer Services, Employee Benefits or HR administration preferred.
  • Ability to provide strong service with a track record of driving customer resolution. 
  • Ability to utilize and leverage technology and systems.
  • Ability to research and analyze problems and develop and implement creative, customer-focused solutions.
  • Introductory knowledge of the insurance business, the company's operating structure, product offerings, external drivers and corresponding workflow processes preferred.
  • Effective relationship building and consultative skills.
  • Demonstrates leadership capabilities as defined in Unum’s Leadership and Our Value characteristics.
  • Strong written & verbal communication, negotiation, and persuasion skills.
  • Excellent collaboration skills: demonstrated ability to partner with cross-functional business areas.
  • Operates with tactical lens to achieve results with diverse priorities.
  • Knowledge of continuous improvement methodologies.
  • Ability to navigate in a fast-paced, complex environment. 
  • Solid organizational, planning, and time management skills – able to support multiple priorities. 
  • Versatility/adaptability with ability to embrace change.
  • Strong Excel skills preferred
  • Solid mathematical aptitude, analytical skills, and attention to detail

~IN1

#LI-CC1

**Remote employees eligible to apply.

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.

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. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.

$45,600.00-$86,200.00

Additionally, 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.

Company:

Unum

Skills Required

  • College degree or equivalent experience
  • 3-5 years experience in Customer Services, Employee Benefits, or HR administration
  • Proven ability to provide strong customer service and drive resolution
  • Ability to utilize and leverage technology and systems (HCM partners/integrations)
  • Ability to research, analyze problems, and implement customer-focused solutions
  • Introductory knowledge of the insurance business and related workflows
  • Effective relationship building and consultative skills
  • Demonstrated leadership capabilities and ability to coach others as needed
  • Strong written and verbal communication, negotiation, and persuasion skills
  • Excellent collaboration skills with cross-functional business areas
  • Knowledge of continuous improvement methodologies (lean, agile)
  • Strong Microsoft Excel skills
  • Solid mathematical aptitude, analytical skills, and attention to detail
  • Ability to manage competing priorities and operate in a fast-paced environment
  • Proficient in completing comprehensive audits (enrollment, premium remittance, allocations, salary adjustments)

Unum Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Unum and has not been reviewed or approved by Unum.

  • Healthcare Strength Benefits are described as starting day one and include medical coverage along with employer-provided life, short-term disability, and long-term disability. On-site amenities like a gym and café are also part of the health-and-extras package in some locations.
  • Retirement Support The retirement offering is positioned as a standout through a high employer 401(k) contribution. This retirement support is repeatedly framed as a key draw within the total rewards package.
  • Leave & Time Off Breadth Paid time off is characterized as generous, with additional personal days and company closure days also described. The time-off program is presented as broader than many peers on paper.

Unum Insights

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The Company
HQ: Chattanooga, TN
9,536 Employees

What We Do

Unum is a company of people serving people. A Fortune 500 company, we help millions of people gain affordable access to disability, life, accident, critical illness, dental and vision benefits through the workplace — benefits that help them protect their families, their finances and their futures. Our products and services meet the needs of a diverse workforce that includes four generations, growing ethnic diversity and changing family dynamics. A strong commitment to social responsibility is one of Unum's core values. In fact, we place particular emphasis on contributing to positive change in the communities in which we live and work. Helping our communities become better is a natural extension of the commitment we make each and every day to our customers — to help employers manage their businesses and employees protect their families and livelihoods. We look forward to sharing industry news, community involvement, recognition and other info we hope you find interesting and informative. We encourage your comments and feedback so we can be a valuable resource for you and get to know you a little better.

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