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Enrollment Strategy Consultant
Enrollment Strategy ConsultantTennessee Staffing • Chattanooga, TN, US
Enrollment Strategy Consultant

Enrollment Strategy Consultant

Tennessee Staffing • Chattanooga, TN, US
2 days ago
Job type
  • Full-time
Job description

Enrollment Strategy Consultant

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.

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 Enrollment Strategy Consultant (ESC) will have primary responsibility in three main areas :

  • Engagement with Unum and Colonial Life field partners to offer our consultative support on various enrollment strategies / methods to maximize results in any case
  • Ensure optimal enrollment experience and outcomes
  • Development of Certified Benefits Counselors through effective data analysis, coaching, training, and performance management
  • The Enrollment Strategy Consultant must utilize strong technical and analytical skills to assess customer needs and develop solutions based on proven enrollment capabilities through case studies and performance metrics. The role supports the Regional Enrollment Director and is a dedicated point of contact for the client, broker and field throughout the enrollment process.

    Principal Duties and Responsibilities

    Enrollment Strategy Consulting :

  • Act as point of contact for Unum and Colonial Life sales / distribution and Home Office partners to provide consultation and support as a subject matter expert on the Colonial Life and Unum enrollment strategy and capabilities.
  • Partner with Unum and Colonial Life internal and external sales partners to evaluate sales opportunities from an enrollment perspective and ensure appropriate strategy, expectations and execution of fulfillment of cases.
  • Promotion and education of enrollment tools and capabilities to internal and external business partners.
  • Support piloting and implementation of enrollment technology supporting both enrollers and the enrollment process
  • Partner with internal business partners to stay up to date on all enrollment tool capabilities and how they can maximize enrollments.
  • Enrollment Management and Support :

  • Partner with Unum and Colonial Life Home Office and field partners to set realistic expectations of what tools, resources and support can be delivered during enrollments. Ensure all enrollment deliverables are provided to the client, broker and / or enrollment teams that are needed for a successful enrollment.
  • Staff and schedule regional enrollments to include staffing of benefits counselors as needed for each location, scheduling of enrollers at each location, and provide support when needed with the account / location contact to set expectations.
  • Serve as primary liaison between enrollment team and the field, broker and clients.
  • Ensure accurate and timely receipt of final deliverables required from the enrollment team.
  • Set customer service expectations for each enrollment with the assigned enrollment team.
  • Monitor performance of managed enrollments and address issues where appropriate.
  • And development of 1099 certified benefits counselors and field enrollment partners that fall below enrollment expectations.
  • Serve as resource during the acquisition phase, re-enrollment planning, and debrief phase as needed.
  • Benefits Counselor Quality Control :

  • Formulate a proactive enrollment strategy for each assigned region, territory and district for the purpose of growing Certified Benefits Counselors and Coordinators to expected levels in partnership with territory core teams.
  • Perform ongoing assessments of Certified Benefits Counselors and Coordinators for the purpose of evaluating their status as an active member.
  • Lead enrollment strategy development efforts through best practice sharing, enrollment skill development, and additional advanced enrollment skills and support training.
  • May perform other duties as assigned.
  • Job Specifications

    4 year college degree or equivalent relevant business experience preferred, and / or 5+ years' experience in sales, insurance, or national accounts. Strong collaboration skills : a proven ability to partner with cross functional areas and sales managers to achieve results. Excellent organizational skills. Ability to influence others without direct authority. Solution oriented and strong negotiator assertive yet diplomatic. "Boardroom Presence" - charismatic / presents good image, good presenting to senior level decision makers / clients, good on their feet, good at presenting in the client's language. Ability to manage multiple priorities including tactical and strategic initiatives. Ability to develop and deliver training including to varied audiences and learning styles including in-person and virtual methods. Proven ability to communicate expectations, coach and performance manage. Organizational credibility and ability to develop relationships quickly. Background or knowledge in sales, benefits and enrollment process strongly preferred. Proficient in Microsoft Office (PowerPoint, Excel, Word, Outlook). Utilize applicable systems (Ceros, AWS, Calendly). Some travel required (10%)

    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. 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. 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. $63,500.00-$120,000.00 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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