UNUM Sales Support Coordinator in Houston, Texas
Job Posting End Date: 11/03
Unum is a company of people serving people. As one of the world's leading employee benefits providers and a Fortune 500 company, Unum's financial protection benefits help protect more than 36 million working people and their families from the financial impact of illness or injury. Unum's three distinct, but similarly focused US businesses – Unum US, Colonial Life, and Starmount Life – are each a market leader in making disability, life, accident, critical illness, dental, and vision insurance accessible in the workplace.
Headquartered in Chattanooga, Tennessee, Unum has significant US operations in Portland, Maine, Worcester, Massachusetts, and Glendale, California with over 35 field offices nationwide. Colonial Life is headquartered in Columbia, South Carolina with over 40 field offices nationwide. Starmount Life is based in Baton Rouge, Louisiana, and is the dental and vision center of excellence for Unum in the US.
General Summary:General Summary The Sales Support Coordinator provides a broad range of technical and administrative support for the Field Office. This role will assist with the day to day operations of the office, management and client management team. The Sales Support Coordinator must possess strong organizational skills and be highly motivated with the ability to work well independently. As well as strong organizational skills and ability to manage priorities/project to meet deadlines and ensure attention to detail.
Principal Duties and Responsibilities
Office Operations Support
Responsible for day to day operational tasks that are key to maintaining the working order of the office.
Tasks range from managing incoming correspondence via phone, email, postal mail to maintaining supply levels, processing facilities requests, and maintaining office cleanliness.
Handles system updates to customer/broker databases, run reports, and complete various data entry duties to support overall sales, inforce management and marketing activities.
Provides a broad range of administrative support activities for the office management team.
Creates presentations, memos, letters, manuals, agendas, and other correspondence on behalf of the management team.
Support expense management needs, analyzing monthly spending, submitting check requests and expense reimbursement reports.
Coordinate meetings, teleconferences, travel arrangements, organize broker/client events and create/compile meeting materials.
Gathers, compiles and/or develops various operating reports, routine and adhoc, for sales, service.
Client Management Team Support
Provides administrative support to the Client Management Team
Faxing, filing, coordination of printing requests, typing, travel arrangements and itineraries, expense reports
Prioritize and negotiate scheduling and timing for appointments
Schedule meetings, secure room and room equipment, organize and/or develop meeting materials and pre-work.
Provides a high level of timely and accurate customer service for customers and brokers that could include, but is not limited to:
General customer service support to internal and external partners
Request claim trend analysis exhibits
Financial GPC Processing
Prepare/request renewal information or presentation to customers
Handle inquiries regarding tax reporting information
Track and follow up on employee level information on new cases or re-enrollment
Prepare mailers and create handouts and other enrollment material, assist in coordination of enrollment meetings through dispatch and enrollment kit requests
Respond to general inquiries from customers/brokers
Broker of record change requests
High School diploma required, Associates or Bachelor’s degree strongly preferred
A minimum of three to five years experience in an administrative role preferred
Excellent communication skills, both written and oral
Ability to show discretion in handling confidential and sensitive information
Ability to work with varying levels of management; excellent relationship management skills
Ability to set priorities, meet deadlines and manage projects
Strong organization skills Proficient in Microsoft Office – Word, PowerPoint, Excel
Strong technical aptitude – ability to utilize and leverage technology and systems
Excellent customer service skills and focus
Works well in an energized team environment; strong partnership skills
Highly motivated and proactive, with the ability to work well independently
Good judgment; problem solving skills; takes initiative
Unum and its family of businesses offer world-class training and development, generous compensation and benefits packages, and a culture built on employee ideas.
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.
A Fortune 500 company, Unum’s family of 10,000 employees spans three countries and dozens of office locations. Our employees focus each day on delivering financial protection benefits to millions of workers and their families when they need it most.
The Unum enterprise includes Unum in the U.S. and U.K., Colonial Life and Starmount Life Insurance – each a market leader in making disability, life, accident, critical illness, dental and vision insurance accessible in the workplace.