Unum is a company of people serving people. As one of the world's leading employee benefits providers and a Fortune 500 company, Unum's financial protection benefits help protect more than 36 million working people and their families from the financial impact of illness or injury. Unum's three distinct, but similarly focused US businesses - Unum US, Colonial Life, and Starmount Life - are each a market leader in making disability, life, accident, critical illness, dental, and vision insurance accessible in the workplace.
Headquartered in Chattanooga, Tennessee, Unum also has significant US operations in Portland, Maine, - and over 35 field offices nationwide. Colonial Life is headquartered in Columbia, South Carolina with over 40 field offices nationwide. Starmount Life is based in Baton Rouge, Louisiana, and is the dental and vision center of excellence for Unum in the US.
The Territory Office Manager plays a critical role in the management of the Territory Office. Expertise is required to effectively interact with customers, sales representatives and other Territory Core Team members. This role is a key member of the Territory Core Team and a valued partner to the Territory Sales Manager (TSM). The Territory Office Manager is responsible for managing the daily operation of the Territory Office and providing direct support to the TSM by adeptly leveraging office systems and procedures. In addition to Territory Office responsibilities, the Territory Office Manager also has Territory-wide responsibilities. These include: creating and implementing territory procedures, providing budget management and formulating existing account management data.
This role requires: independent judgement, discretion, excellent communication and organizational skills, critical and creative thinking, to contribute to the planning and accomplishment of goals that are significant to the success of the territory. The Territory Office Manager is an energetic professional who excels at wearing multiple hats and is able to work independently with little or no supervision.
Principal Duties and Responsibilities:
Office Management (60%):
Prioritizes and manages all aspects for the Territory Office, including: maintenance, administration, mailing, shipping, supply and equipment management
Partners with the TSM and Territory Core Team members on the creation, implementation and ongoing management of office and territory strategies and procedures
Creates and manages the weekly territory schedule
Determines the technological and equipment needs of the Territory Office and collaborates with Enterprise partners to fulfill those needs
Schedules and participates in conference calls with key business partners
Drives the planning and implementation of Territory Launch Day events
Partners with the TSM to ensure that office financial objectives are met and budget parameters adhered to
Serves as a system expert on various internal sales management systems and advises others on the use of these systems
Ensure security, integrity and confidentiality of data and marketing materials housed in the Territory Office
Collaborates with territory, regional and Home Office business partners to ensure that business is conducted in a smooth and efficient manner
Partner with other Core Team members to accomplish territory recruiting and prospecting goals.
Territory Communication & Meeting Planning (25%):
Partner with TSM to create territory communication strategy and drive the execution of that strategy, including the creation/preparation of a territory newsletter
Manage the territory's account management process using internal reporting systems
Organize and manage territory meetings and events, including: communications, logistics, budget and vendor management
Coordinate and attend conference calls with key business partners
Draft and distribute territory-wide leadership communications in partnership with the TSM
Generate and distribute sales reports to drive growth
Create slides and business presentations for delivery by Core Team members
Interpret customer inquiries and provide appropriate guidance
Assist Territory Sales Manager (15%):
Partner with the TSM to manage the TSM's calendar and schedule
Formulate sales projections, weekly sales reports, prospecting activities and recruiting information
Evaluate the need for, prepare and distribute information for performance management review sessions
Schedule and manage TSM business travel and submit expense reports
Create proposals for TSM as needed
May perform other duties as assigned
Associates Degree or higher with three or more years of experience as an Office Manager or Administrator is preferred
Proven ability to exercise independent judgement
Computer skills and proficiency in MS Office (Word, Excel, PowerPoint and Outlook) and other software systems to support office various office operations/communications
Excellent time management skills and ability to work independently and prioritize work
Strong organizational skills
Ability to effectively manage multiple tasks and projects
Excellent written and oral communication skills
Demonstrates attention to detail
Strong problem-solving skills
Strong customer service orientation
Demonstrates discretion in handling confidential matters
Our company is built on helping individuals and families, and this starts with our employees. We want employees to maintain a positive balance, which is why we provide access to the benefits and resources they need to invest in themselves. From our onsite fitness facilities and generous paid time off to employee professional development programs, we are committed to helping employees live and work their best - both inside and outside the office.
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.
Internal Number: 819156
Unum is a company of people serving people. As one of the world's leading employee benefits providers and a Fortune 500 company, Unum's financial protection benefits help protect more than 36 million working people and their families from the financial impact of illness or injury. Unum's three distinct, but similarly focused US businesses – Unum US, Colonial Life, and Starmount Life – are each a market leader in making disability, life, accident, critical illness, dental, and vision insurance accessible in the workplace.
Headquartered in Chattanooga, Tennessee, Unum also has significant US operations in Portland, Maine and over 35 field offices nationwide. Colonial Life is headquartered in Columbia, South Carolina with over 40 field offices nationwide. Starmount Life is based in Baton Rouge, Louisiana, and is the dental and vision center of excellence for Unum in the US.