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IDI Client Consultant

Unum Group

Des Moines, IA

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JOB DETAILS
SALARY
$45,600–$86,200 Per Year
SKILLS
Accounting, Administrative Skills, Analysis Skills, Billing, Brokerage, Business Processes, Compensation and Benefits, Consulting, Continuous Improvement, Cross-Functional, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Data Quality, Detail Oriented, Distribution Channel, Diversity, Employee Benefits, Establish Priorities, Fortune 500 Customers, Genetics, Identify Issues, Incentive Programs, Insurance, Mainframe Computer, Mathematics, Microsoft Excel, Multitasking, Needs Assessment, Negotiation Skills, Online Help, Operations Processes, Past Due Accounts, Persuasion Skills, Policy Development, Presentation/Verbal Skills, Problem Solving Skills, Psychiatry and Mental Health, Quality Management, Quality Metrics, Research Skills, Resolve Customer Issues, Risk, Risk Management, Student Loans, Time Management, Trend Analysis, Tuition Reimbursement, Writing Skills
LOCATION
Des Moines, IA
POSTED
Today
Job Posting End Date: July 13

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:

This role serves as the primary point of contact for clients and brokers, overseeing all service-related matters for assigned accounts. Key responsibilities include cash processing, policy administration, and managing past due accounts. The position ensures accurate and timely billing, resolves escalated issues, and maintains strong working relationships with both brokers and clients.

The role develops and implements service strategies tailored to the billing and policy administration needs of IDI customers and distribution partners. It involves identifying service trends, recommending recovery actions for at risk customers, and ensuring a superior end to end billing experience through proactive client education and collaboration with internal and external stakeholders.

Additionally, this position protects the integrity of financial information by maintaining timely billing, mitigating past due premium exposure, and ensuring precision in premium processing—supporting both top and bottom line growth. The incumbent handles sensitive service matters with the goal of turning challenges into opportunities for increased customer loyalty, retention, and long term growth. They own the client and broker relationship across all policy administration needs and partner closely with the field to drive persistency, satisfaction, and risk mitigation.

Principal Duties and Responsibilities:

+ Reconcile and apply suspense premium for IDI accounts using logical accounting practices

+ Actively monitor outstanding past due accounts and facilitate premium collection or termination of delinquent accounts.

+ Ability to administer a variety of IDI products on multiple mainframe systems.

+ Communicate on various billing and service-related issues to understand customer needs to solve for root cause while eliminating additional downstream billing and service impacts.

+ Work with brokers to resolve field issues related to clients

+ Serve as a key resource on service and billing issues related to policy administration and enrollment.

+ Partner with other business areas and customers to identify and resolve problems while building strong relationships through consistent communication.

+ Collaborate with business partners to provide subject matter expertise on Unum’s technology capabilities, and associated systems, in support of administration, benefits and other key internal business processes.

+ Ability to manage competing accountabilities and prioritize client requests through the timely delivery of accurate responses and solutions.

+ Deliver adoption initiatives and influence the utilization of self-service capabilities.

+ Operate with a continuous improvement mindset and ways to enhance the client experience and operational efficiencies.

+ Maintain high quality standards and accuracy on all interactions and outputs.

+ May perform other duties as assigned.

Job Specifications:

+ College degree preferred, or equivalent experience required.

+ 3+ years of experience in Customer Services, Employee Benefits or HR administration preferred.

+ Ability to provide strong service with a track record of driving customer resolution.

+ Technical aptitude – ability to utilize and leverage technology and systems. Ability to research and analyze problems and develop and implement creative, customer-focused solutions.

+ Introductory knowledge of the insurance business, the company's operating structure, product offerings, external drivers and corresponding workflow processes preferred.

+ Effective relationship building and consultative skills.

+ Strong written & verbal communication, cross-functional collaboration, negotiation, and persuasion skills.

+ Operates with tactical lens to achieve results with diverse priorities.

+ Knowledge of continuous improvement methodologies.

+ Ability to navigate in a fast-paced, complex environment.

+ Solid organizational, planning, and time management skills – able to support multiple priorities.

+ Versatility/adaptability with ability to embrace change.

+ Strong Excel skills preferred

+ Solid mathematical aptitude, analytical skills, and attention to detail

~IN1

#LI-KL1

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.

$45,600.00-$86,200.00

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

About the Company

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Unum Group

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