Large Case Integrated Rep

Posted 2 Days Ago
Be an Early Applicant
Walnut Creek, CA
90K-120K Annually
1-3 Years Experience
Insurance
The Role
The Large Case Integrated Representative at Unum is responsible for achieving sales goals by building and maintaining relationships with insurance professionals. Responsibilities include managing territories, identifying customer sales opportunities, executing renewal strategies, and collaborating with field resources to generate effective solutions for clients.
Summary Generated by Built In

Job Posting End Date: November 28

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 

  • 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:The Unum Senior Account Executive is responsible for contributing to sales goals, through building relationships with other insurance professionals – brokers, financial planners, agents, stockbrokers, consultants, enrollment firms and other Unum sales professionals. The Senior Account Executive is the marketing and technical expert who represents Unum, educating and motivating other professionals to sell our products to their clients with particular focus on selling the full portfolio of integrated products. The Senior Account Executive is responsible for achieving profitable revenue growth through ethical operations and balance of Unum's risk objectives with integrated sales goals attainment.

Principal Duties and Responsibilities

  • Build, maintain and enhance strong producer relationships through superior product and services knowledge, territory management practices, and excellent customer service.
  • Achieve office and personal sales goals through consultation, negotiations and positioning of Unum offerings within profit and product design guidelines.
  • Identify and procure new customer sales opportunities in partnership with brokers in territory
  • Execute on the annual renewal strategy in support of office renewal goals. 
  • Manage the inforce block of business to build new/integrated sales opportunities with existing clients
  • Manage a high volume quote/sales activity territory with primary focus on mid to large-sized employers
  • Represent both Group, Dental/Vision and Voluntary products in the local market
  • Operating within reliable business acquisition and retention processes, effectively utilize technology, financial analysis practices, marketing tools, and the support infrastructure, including full knowledge of the enrollment process to generate successful product and service solutions for our customers.
  • Effectively understand and collaborate with all Field and Home Office resources in the acquisition and retention of business.
  • Build strong field sales/service team partnership. Energize the sales, enrollment and service support team by clarifying the broader purpose and mission of their work. Encourage high standards of performance.
  • Develop solution selling skills by understanding employee benefit challenges and issues facing employers and provide solutions to these challenges.

Job Specifications

  • Bachelors degree required
  • Licensed to solicit insurance in the states within assigned territory (use Field Comp Policy & Practice document for specific details on licensing requirements)
  • Able to articulate Unum’s value proposition as it relates to employee benefits, exhibits a thorough, deep understanding of Unum’s products and services
  • Ability to demonstrate a leadership presence with internal and external partners with strong ability to create relationships and be a team player
  • Superior interpersonal, communication and presentation skills
  • Ability to quickly analyze, adapt, incorporate and apply new information and concepts
  • Strength in applying accurate logic and common sense in making decisions
  • Ability to excel in a highly charged, fast paced environment, handling multiple, often competing priorities
  • Excellent time management, organization and project management abilities
  • Ability to aggregate a variety of statistical data and draw accurate conclusions
  • Demonstrate a willingness to experiment with new ideas, within acceptable boundaries
  • Full understanding of underwriting and risk concepts.
  • Demonstrate a "can-do" spirit, a sense of optimism, ownership and commitment
  • Ability to travel
  • Preference for certification as LG Case GR, LG case VB or successful completion of the Management Development Program
  • Prior qualification for Sales Conference
  • Balanced production in all products consistent with goal attainment across multiple years
  • Demonstrated leadership within the office

#LI-FF1

-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.

Annual Draw $90,000 - $120,000This role pays an annual draw in the range above that pays out on a bi-weekly basis. The role is 100% incentive based, so this draw must be validated with actual sales production. Any compensation earned over and above the draw amount will be paid out in bonus 7 times a year.

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), 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

The Company
HQ: Dorking
9,536 Employees
On-site Workplace

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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