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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in employee benefits and insurance, with a strong focus on strategic customer relationship management, risk analysis, and customized service strategies. Proven ability to drive growth, improve profitability, and effectively manage complex client relationships.
Highest-signal resume keywords
Employee Benefits ExpertiseStrategic Customer Relationship ManagementRisk Analysis and Health ManagementConsultative Selling SkillsLeadership and Mentoring
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk AnalysisHealth and Productivity AnalysisData AnalysisUnderwriting ConceptsEmployee Benefit MarketingIntegrated Disability ManagementClaim Trend AnalysisStrategic Business PlanningNew-Business ImplementationPresale Expertise
Soft Skills
Consultative SkillsRelationship BuildingCommunication SkillsNegotiation SkillsProblem-Solving Skills
Tools & Technologies
Unum ServicesBenefits AdministrationThird Party Firm ManagementExchange Relationships
Certifications & Qualifications
Proper Licensing
Industry Keywords
Employee BenefitsInsurance IndustryClient NeedsGrowth ObjectivesPremium PersistencyAccount ManagementCustomer MeetingsFace-to-Face Consultations
About the role
Key responsibilities & impact- Serve as relationship steward for complex group, voluntary benefits, and integrated cases with 2,000 or more lives
- Design and implement customized service strategies for assigned cases
- Drive growth and retention through strategic customer relationship management
- Improve block profitability, participation, and case and premium persistency
- Coordinate resources and concentrated efforts to meet client needs
- Develop actions through risk and Health & Productivity analysis and claim consultation
- Recommend solutions using expertise in Unum services, implementation, contracts, FML, Health and Productivity, reporting, and analysis
- Ensure accurate new-business implementation and partner with Home Office functions
- Delegate effectively and hold partners accountable for issue resolution and implementation planning
- Own account management strategy for an assigned block within a defined territory
- Develop and implement customized strategic business plans for clients
- Execute renewal conditioning and prepare pre-renewal face-to-face visits using claim trend analysis and Integrated Disability Management models
- Partner with Sales Consultants on annual renewals, including claim trend, underwriting, and Return to Work data
- Develop employee benefit marketing and enrollment strategies
- Manage broker, consultant, Third Party Firm, Benefits Administration, and Exchange relationships
- Consult with clients on Unum solutions and health management strategies
- Identify new-business opportunities and achieve assigned growth objectives
- Advise employers on administrative and enhanced service offerings
- Attend customer site visits in Portland, Chattanooga, or Glendale
- Conduct frequent proactive face-to-face customer meetings
Requirements
What you’ll need- Bachelor’s degree preferred
- 5 to 7 years employee benefits/insurance industry experience preferred
- Strong consultative skills and broad problem-solving and decision-making ability
- Segment/specialty knowledge preferred
- Superior relationship building/management, interpersonal, and partnership skills
- Presale expertise to influence and sell Unum’s value proposition
- Demonstrated critical thinking and ability to analyze data and make effective recommendations
- Excellent communication, presentation, negotiation, persuasion, and conflict management skills
- Ability to anticipate client needs and educate
- Robust strategic re-enrollment expertise
- Strong organizational, planning, time management, and delegation skills
- Strong leadership skills and ability and desire to coach and mentor others
- Full understanding of underwriting and risk concepts
- Ability to correlate the entire Unum product portfolio to educate and cross-sell products/services
- Strong business and financial acumen
- Strong computer skills
- Proper licensing and appointing must be obtained within 90 days from the date of hire/promotion
- Ability to travel as needed
Benefits
Comp & perks- Award-winning culture
- Inclusion and diversity as a priority
- 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
- Healthcare benefits, including health, vision, and dental
- Insurance benefits, including short- and long-term disability
- 401(k) retirement plan with employer match up to 5% and an additional 4.5% contribution whether you contribute or not
