Rating Analyst
Job Posting End Date: April 01
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 lifes 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 thats 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 youre 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:
This position leads the successful completion of individual and multi-life quote proposal requests for new hires being added to an existing plan (adds). Additionally, they will provide quote proposals for GCI opportunities on existing policies. They will conduct the necessary communication with internal business partners (Case Design Underwriting, Client Management, Implementation, Field Office Staff and others), brokers, and customers to ensure the needs of the customers are being met.
Please note, this is a hybrid role with the expectation of at least two days in the office per week.
Principal Duties and Responsibilities
Provide personalized enrollment kits on IDI
Export and e-mail to the appropriate field office, Broker, Plan Admin or as instructed from internal partners.
Work closely with Case Design Underwriting and the field sales representative in order to retrieve pertinent information about the account
Generate rate illustrations and enrollment kits based on Offer Summary in Case Tracker
Responsible for rating and management of new-hires, re-enrollment and renewal activities, to include Customer Direct. Validates and ensures work is compliant with all internal/external partners
Review requirements for accuracy (final census/billing data/correct kit/current offer)
Secure missing data needed for case processing, interpret/execute plan design, generate rates, provides file to fulfillment area that can be successfully merged to create enrollment materials
Ensure Accurate Risk Numbers are included on the Applications and MADS forms (according to instructions from Case Design Underwriting, billing area who creates additional Risks Numbers)
Interpret/execute plan design and customize enrollment materials as needed
Primary responsibility for ADDs and for increasing skills in GCIs
Build and maintain partner relationships with all related business areas.
Adhere to established QR expectations
Manage activity database to reflect case assignment and accurate status of case activity
May perform other duties as assigned by Manager
Job Specifications
Demonstrates strong customer service focus
Demonstrate individual leadership qualities which includes consistently delivering results, taking ownership for personal development, demonstrate the ability to make effective and timely decisions, possess a strong understanding of business area goals and how to achieve them, collaborate with peers and business partners to foster teamwork and act with integrity while adhering to Unums Code of Conduct.
Solid work ethic and the ability to work effectively without direct supervision
Demonstrates strong interpersonal skills
Strong verbal and written communication skills
Ability to perform in a fast-paced environment, both as part of a team and independently
Demonstrates resolve to achieve personal and business goals
Demonstrates good organizational and time management skills with the ability to multi-task
Demonstrates solid mathematical/analytical, critical thinking and reasoning skills
Demonstrates solid technical aptitude and familiarity with software systems used to process Single and Multi-Life offerings
2 years of experience in a high production/high transaction operation or equivalent relevant experience/education
#LI-TB1
IN2
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.
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
Apply Now
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 lifes 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 thats 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 youre 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:
This position leads the successful completion of individual and multi-life quote proposal requests for new hires being added to an existing plan (adds). Additionally, they will provide quote proposals for GCI opportunities on existing policies. They will conduct the necessary communication with internal business partners (Case Design Underwriting, Client Management, Implementation, Field Office Staff and others), brokers, and customers to ensure the needs of the customers are being met.
Please note, this is a hybrid role with the expectation of at least two days in the office per week.
Principal Duties and Responsibilities
Provide personalized enrollment kits on IDI
Export and e-mail to the appropriate field office, Broker, Plan Admin or as instructed from internal partners.
Work closely with Case Design Underwriting and the field sales representative in order to retrieve pertinent information about the account
Generate rate illustrations and enrollment kits based on Offer Summary in Case Tracker
Responsible for rating and management of new-hires, re-enrollment and renewal activities, to include Customer Direct. Validates and ensures work is compliant with all internal/external partners
Review requirements for accuracy (final census/billing data/correct kit/current offer)
Secure missing data needed for case processing, interpret/execute plan design, generate rates, provides file to fulfillment area that can be successfully merged to create enrollment materials
Ensure Accurate Risk Numbers are included on the Applications and MADS forms (according to instructions from Case Design Underwriting, billing area who creates additional Risks Numbers)
Interpret/execute plan design and customize enrollment materials as needed
Primary responsibility for ADDs and for increasing skills in GCIs
Build and maintain partner relationships with all related business areas.
Adhere to established QR expectations
Manage activity database to reflect case assignment and accurate status of case activity
May perform other duties as assigned by Manager
Job Specifications
Demonstrates strong customer service focus
Demonstrate individual leadership qualities which includes consistently delivering results, taking ownership for personal development, demonstrate the ability to make effective and timely decisions, possess a strong understanding of business area goals and how to achieve them, collaborate with peers and business partners to foster teamwork and act with integrity while adhering to Unums Code of Conduct.
Solid work ethic and the ability to work effectively without direct supervision
Demonstrates strong interpersonal skills
Strong verbal and written communication skills
Ability to perform in a fast-paced environment, both as part of a team and independently
Demonstrates resolve to achieve personal and business goals
Demonstrates good organizational and time management skills with the ability to multi-task
Demonstrates solid mathematical/analytical, critical thinking and reasoning skills
Demonstrates solid technical aptitude and familiarity with software systems used to process Single and Multi-Life offerings
2 years of experience in a high production/high transaction operation or equivalent relevant experience/education
#LI-TB1
IN2
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.
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
Apply Now