Unum is a company of people serving people. As one of the world's leading employee benefits providers and a Fortune 250 company, Unum helps protect more than 25 million working people and their families in the event of illness or injury.
Headquartered in Chattanooga Tennessee, Unum has significant U.S. operations in Portland, Maine, Worcester, Massachusetts and Glendale, California with 35 field offices nationwide.
The Marketing Consultant (MC) is instrumental to the success of the core market teams. As a contributing member of the core market team, the MC will be responsible for mining the block for cross-sell opportunities and supporting sales, co-owning market development, enrollment, and re-enrollment. The MC will also be responsible for quote coordination and follow up. The MC will be closely tied to the Sales Representative and Client Manager and in daily contact with other internal and external partners.
Principal Duties and Responsibilities:
Enrollment and Re-Enrollment Coordination and Support
Provide overall support to Client Manager for enrollment activities
Support core market team in procuring enrollment resources and marketing materials
Completion and submission of case submission form
Assist with Benefit Counselor coordination
Coordinate local Benefit Fair activities with Field Office team
Drive Sales Support & Market Development Activities
Support pre-sale, preparation of presentations, broker call prep, customize marketing materials, benchmarking and competitor analysis
Provide effective competitive analysis for VB, IDI, and Group prospects
Provide Brokers with marketing materials and other information on an ad-hoc basis
Support local marketing initiatives that drive and promote specific market agenda
Assist with delivering customer forums
Work with appropriate database to develop target marketing programs for brokers
Proactive Mining and execution of the Inforce Block for Cross-Sell Opportunities.
Proactive review and analysis of inforce block; manage/monitor process to support identification of cross-selling opportunities; drive quote process with Sales Representative and Client Manager; work closely with Sales Coordinators on complex quotes and proactive quotes from inforce block
Compile broker summary profiles and provide profit and persistency analysis
Partner with Sales Representative, Client Manager, and Market Manager to manage the block renewal program to increase profit while leveraging customer expansion opportunities (customized renewal presentations)
Responsible for managing and executing all inforce block management customer expansion programs in partnership with the core market team
Assist Sales Representative and Client Manager with delivering broker development programs
Support NBOC, NLOC, and renewal activities
Client Acquisition Support
Coordinate Quote activity for Home Office sized cases – send quotes to Home Office ( >500 lives)
Provide Request For Proposal questionnaire support on large cases and create quote package for rep & broker
For Field Authority Cases, work closely with Rep, Broker and Quote Team to follow-up on quote activity & gather missing information
Financial Recognition – work with Quote Team for final rate and determine other actions/data needed to accurately complete Financial Recognition in Home Office
May perform other duties as assigned Job Specifications
Bachelor’s degree or equivalent business experience required
Experience in the employee benefits industry preferred
Full understanding of the Unum product and service portfolio preferred
Solid growth and sales orientation
Solid communication skills – both written and verbal
Proven negotiation, persuasion and presentation skills
Proven ability to think strategically and act tactically
Solid problem solving/creative problem resolution abilities
Strong Microsoft Office skills – Word, PowerPoint, Excel
Solid technical aptitude - ability to utilize and leverage technology and systems
Solid organization skills/ability to manage multiple priorities/deadlines
Strong business acumen
Ability to partner with a close team and develop strong business relationships
Ability to manage conflicts
Energetic, outgoing, thrives in a high volume environment
Takes initiative/Results oriented
Meets the standards for this position, as defined in the Talent Management Framework
Unum offers world-class training and development, generous compensation and benefits packages, and a culture built on employee ideas.
Unum provides equal employment and advancement opportunities for all employees regardless of a person's race, color, religion, national origin, age, disability, military status, gender, sexual orientation, gender identity or expression.
Unum - 20 months ago
Colonial Life & Accident Insurance Company is a market leader in providing benefits solutions in one neat package: excellence in...