IDI Client Coordinator

Job Posting End Date: April 08

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:Responsible for the accuracy and integrity of individual account information for IDI single life policies and administers a high volume of both financial and non financial transactions with precision and consistency. Collaborates with partners across the business to ensure all transactions are executed promptly, in compliance with procedural and regulatory requirements, and with exceptional quality.

Principal Duties & Responsibilities

• Execute a wide range of non‑financial transactions—including address changes, cancellations, waivers, and requests for duplicate policies—with accuracy and adherence to established service standards.
• Process financial transactions, such as applying premium payments to policies, ensuring precision and proper documentation.
• Respond promptly and professionally to customer inquiries received via phone or email, providing clear guidance related to policy transactions.
• Prepare and issue manual correspondence letters in accordance with procedural and regulatory requirements.
• Demonstrate proficiency in administering multiple IDI products across various mainframe systems, ensuring consistent accuracy and compliance.
• Uphold exceptional quality and accuracy across all interactions, transactions, and work outputs.
• Collaborate effectively with partners across business areas to identify issues, support root‑cause resolution, and drive continuous process improvement.
• May perform other duties as assigned

Job Specifications

• College degree preferred, or equivalent experience required.
• Prior experience in a customer service role highly preferred
• Exhibits solid customer service skills
• Aptitude to develop strong knowledge of general banking, accounting and billing/collection business practices and procedures, and regulatory requirements
• Ability to utilize and leverage technology and systems.
• Solid computer skills (Word, Excel)
• Strong work ethic and the ability to work effectively with minimal supervision
• Demonstrates good listening ability with exceptional written and verbal communication skills
• Ability to perform in a fast paced environment, both as part of a team and independently
• Demonstrates strong organizational and time management skills with the ability to multi-task
• Demonstrates solid analytical/mathematical skills

#LI-JQ1

~IN1

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.

$40,000.00-$75,600.00

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