Job Posting End Date: November 30When 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 position is responsible for providing technical financial expertise for making risk recommendations to Individual and Group DBS and Directors in order to ensure that the Company’s benefit payments are as accurate as possible in accordance with specific policy language.Principal Duties and Responsibilities
Obtains and evaluates financial data needed to make financial risk recommendations to Individual and Group DBS’s and Directors.
Provides technical advice to DBS’s regarding benefits to be paid as well as future benefits.
Identifies and calculates over/underpayments to be addressed by the DBS.
Provides timely support to DBS’s via formal file referrals, rounds, or open-door visits.
Analyzes multi-period financial data from insureds (tax returns, P & Ls, general ledgers, etc.) in order to determine prior and current income levels.
Mentor and trains DBS’s on daily basis to increase their financial risk assessment skills.
Contact and work with insureds/attorneys/CPAs other representative as requested by DBS’s to assist in resolution of financial matter disputes with claimants.
Assist with development, implementation and monitoring of sound financial assessment guidelines, processes, and procedures and tools to increase the accuracy of calculations by the DBS’s and to improve the overall process.
May perform other duties as assigned
Job Specifications
BS degree in accounting/finance or equivalent
CPA or other acceptable professional certification (CFE, CIA, etc.) designation preferred
Five to seven years of relevant tax preparation experience or three years of disability insurance experience
Strong analytical skills with attention to detail
Strong communication skills, both written and oral are essential in order for this position to effectively interact with the broad array of contacts that it must support.
Customer orientation and focus and desire to provide excellence in customer service are critical.
IN1#LI-CC1#hybridUnum 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.$53,300.00-$95,900.00Additionally, 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:UnumUnum 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.