Accountable for successfully onboarding the customer by providing consultation of the right products and solutions as well as ensuring accurate deliverables to prevent downstream impacts to claims or servicing
Collaborates with multiple internal partners and stakeholders from billing through claims.
Maintains ownership of complex timelines for enrollment readiness.
Supports critical junctures in the process and provides ongoing consultation throughout onboarding
Ensures accurate systems coding (e.g., for creation of contract, first bill, booklet text, and commission schedules, etc.)
Effectively and proactively consults with customers utilizing broad knowledge of Unum’s products and solutions to drive successful onboarding and technology to meet customer needs
Identify potential issues, concerns, and problems utilizing problem solving skills to seek root cause and identify solutions that provide an improved client experience
Recognize change requests that will impact overall risk and/or rates and notify field partners of the implications of an exception/change and then collaborates on potential solutions and alternatives
Ensures set up of data connection solutions to support ongoing administrative and eligibility.
Responsible for resolution and troubleshooting of technology and service issues that occur throughout onboarding and enrollment experience
Contributes to the development of new tools and process mapping that supports new offerings and updates/improves current tools, actively seeks opportunities to implement changes which improve accuracy, timeliness, productivity, and customer satisfaction
Demonstrates strong leadership behaviors as defined in Unum’s Leadership and Our Value characteristics.
Provide mentoring and subject matter support to teammates for core and small business markets
Requirements
Bachelor’s degree preferred or equivalent, relevant business experiences
4+ years of experience in Customer Services, Employee Benefits, HR administration, or related IT Development
Demonstrated proficiency in the core elements of the Onboarding Experience Specialist role for career path progression
Ability to plan, negotiate, organize, and influence internal and external resources
Proven Leadership and consultation skills.
Proven project management skills
Knowledge of functional systems within Unum and corresponding business applications
Experience in successfully managing concurrent projects and managing multiple resources
Demonstrates initiative – proactive, assumes responsibility and is self-motivated
Ability to embrace and lead change to improve process, efficiency, and service
Supports a culture that is externally focused
Ability to analyze problems and develop and execute creative, customer-focused solutions
Ability to be flexible with work schedule to ensure overall business needs are met
Benefits
Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability