What are the responsibilities and job description for the Broker Administration Representative position at Unum?
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:
General SummaryThis is commonly the entry level of a four level career path. This position is responsible for the administration of broker and policy related forms, validation of enroller status, and broker website administration. This position requires general systems and business process knowledge and partners closely with other business areas to provide basic solutions to customer issues.
This position assists in building broker loyalty, which drives increased sales activity, ensuring financial integrity and quality customer service through timely and accurate handling of broker and policy related forms which results in timely and accurate commission calculation and payment.
Allocation of time spent on key accountabilities
5%- Report Familiarity
10%- Independent Decision Making
10%- Broker Website Administration
15%- Training/Self Development
25%- Validation of Enroller Status
35%- Processing broker and policy related forms
Principal Duties and Responsibilities
- Resolve broker compensation issues; enroller licensing and appointment issues; and website administration issues either independently or with guidance from more experienced team members.
- Respond to inquiries and service requests from brokers, field offices, enrollment firms, and other Home Office business partners.
- Research and respond to customer requests with timely and accurate information.
- Meet the expectations of the quality/productivity standards.
- Identify and share process improvements to enhance customer service
- Acquire knowledge and understanding of the Unum business functions.
- Work effectively and collaboratively with business partners to ensure service standards and customer needs are met.
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General knowledge of:
- Systems used to administer broker compensation
- Historical and current broker compensation arrangements
- Systems used to administer broker licensing, appointing and contracting
- Licensing and appointing state rules and guidelines
- Specific lines of business, across companies
- May perform other duties as assigned
Job Specifications
- Bachelor’s degree preferred or equivalent, relevant experience required
- Demonstrates strong leadership and role model attributes on a consistent basis (including leading by example relative to the Unum performance criteria attributes)
- Good mathematical, analytical and process analysis skills.
- Solid oral & written communication skills
- Solid PC skills, must be able to work in multiple systems
- Solid organization and prioritization skills
- High level of personal accountability
- Ability to operate in a high pace, high stress, multi-tasking environment
- Team player
- Listening skills
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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.
$36,000.00-$62,400.00Additionally, 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:
UnumSalary : $36,000 - $62,400