What are the responsibilities and job description for the Territory Office Manager-Colonial Life- Walnut Creek, California position at Unum Insurance?

Job Posting End Date : January 31

Check below to see if you have what is needed for this opportunity, and if so, make an application asap.

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
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 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 Territory Office Manager plays a critical role in the management of the Territory Office. Expertise is required to effectively interact with customers, sales representatives and other Territory Core Team members. This role is a key member of the Territory Core Team and a valued partner to the Territory Sales Manager (TSM). The Territory Office Manager is responsible for managing the daily operation of the Territory Office and providing direct support to the TSM by adeptly leveraging office systems and procedures. In addition to Territory Office responsibilities, the Territory Office Manager also has Territory-wide responsibilities. These include : creating and implementing territory procedures, providing budget management and formulating existing account management data.

This role requires independent judgement, discretion, excellent communication and organizational skills, critical and creative thinking, to contribute to the planning and accomplishment of goals that are significant to the success of the territory. The Territory Office Manager is an energetic professional who excels at wearing multiple hats and is able to work independently with little or no supervision.

Principal Duties and Responsibilities :

Office Management (60%) :

Prioritizes and manages all aspects for the Territory Office, including : maintenance, administration, mailing, shipping, supply and equipment management

Partners with the TSM and Territory Core Team members on the creation, implementation and ongoing management of office and territory strategies and procedures

Creates and manages the weekly territory schedule

Determines the technological and equipment needs of the Territory Office and collaborates with Enterprise partners to fulfill those needs

Schedules and participates in conference calls with key business partners

Drives the planning and implementation of Territory Launch Day events

Partners with the TSM to ensure that office financial objectives are met and budget parameters adhered to

Serves as a system expert on various internal sales management systems and advises others on the use of these systems

Ensure security, integrity and confidentiality of data and marketing materials housed in the Territory Office

Collaborates with territory, regional and Home Office business partners to ensure that business is conducted in a smooth and efficient manner

Partner with other Core Team members to accomplish territory recruiting and prospecting goals.

Territory Communication & Meeting Planning (25%) :

Partner with TSM to create territory communication strategy and drive the execution of that strategy, including the creation / preparation of a territory newsletter

Manage the territory’s account management process using internal reporting systems

Organize and manage territory meetings and events, including : communications, logistics, budget and vendor management

Coordinate and attend conference calls with key business partners

Draft and distribute territory-wide leadership communications in partnership with the TSM

Generate and distribute sales reports to drive growth

Create slides and business presentations for delivery by Core Team members

Interpret customer inquiries and provide appropriate guidance

Assist Territory Sales Manager (15%) :

Partner with the TSM to manage the TSM’s calendar and schedule

Formulate sales projections, weekly sales reports, prospecting activities and recruiting information

Evaluate the need for, prepare and distribute information for performance management review sessions

Schedule and manage TSM business travel and submit expense reports

Create proposals for TSM as needed

May perform other duties as assigned

Job Specifications :

Associates Degree or higher with three or more years of experience as an Office Manager or Administrator is preferred

Proven ability to exercise independent judgement

Computer skills and proficiency in MS Office (Word, Excel, PowerPoint and Outlook) and other software systems to support office various office operations / communications

Excellent time management skills and ability to work independently and prioritize work

Strong organizational skills

Ability to effectively manage multiple tasks and projects

Excellent written and oral communication skills

Demonstrates attention to detail

Strong problem-solving skills

Strong customer service orientation

Demonstrates discretion in handling confidential matters

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.

57,000.00-$107,800.00

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 : Colonial Life

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Salary : $57,000 - $107,800

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