Unum UK

Auditor

• Determine adherence to quality standards through audits in the areas of expertise in Acquisition, Service and/or Benefits
• Maintain up-to-date expertise with relevant processes to provide an effective quality assessment
• Maintain a full audit workload and deliver high quality assessments
• Deliver concise, clear and professionally appropriate written documents
• Partner effectively with key stakeholders to identify holistic quality trends
• Identifying gaps in procedural documentation and work effectively with Policies and Procedures team to address
• Mentor new and existing staff in the QA I role
• Assist with QA projects
• Assists with regulatory and compliance inquiries as needed
• Establish and maintain collaborative working relationships with appropriate members of the operating areas
• May provide direct operational support due to critical business need

Quality Auditor II – Underwriting

Affiliate Manager

• Promote Total Leave digital capabilities and be primary point of contact for STD, Leave, PFL, and ADA complex questions.
• Demonstrate digital functionality with clients and influence them and their employees to adopt self-serve capabilities to answer standard case level needs.
• Independently and effectively handle complex status & questions on individual claims and leaves from clients or the field through effective action plan development and timely execution.
• Ensure escalation of issues and partnership with appropriate internal stakeholders.
• Build strong relationships with operations leaders to make them aware of those issues and help them solve problems.
• Provide subject matter expertise in educating clients on the products serviced with in Total Leave, leave workflows/regulations.
• Support and mentor peers and new team members.

Solutions Partner Liaison

Client Partner

• Accountable for leadership of right resources and coordinating concentrated efforts to meet the specific needs of the client
• Develops high level actions through risk and H&P analysis and claim consultation
• Utilizes expertise in Unum services and solutions (implementation, contracts, FML, Health and Productivity, and client reporting and analysis) to recommend actions, resolve issues, and identify solutions
• Ensures the complete and accurate implementation of new business and partners with Home Office functional areas to achieve a successful implementation.
• Effectively delegates and sets expectations with customer business teams
• Holds partners (Home Office, Third Parties, and Technology Partners) accountable for driving day to day issue resolution for inforce customers and implementation project planning
• Owns the account management strategy for an assigned block of business within a defined territory
• Responsible for the development and implementation of strategic customized business plan for each client which includes plans to proactively engage the client and increase client’s understanding of Unum’s value proposition, their benefits and industry trends
• Strategic execution of renewal conditioning, planning and prepares for pre-renewal face to face visit to review claim trend analysis and Integrated Disability Management models to discuss any issues prior to the actual renewal meeting
• Partners with Sales Consultants to jointly present and/or in some instances own annual renewal, including gathering of claim trend analysis, underwriting data, Return to Work statistics, etc.
• Focuses on driving comprehensive employee marketing of Unum benefits by developing enrollment strategies and utilizing robust knowledge of internal and external capabilities and technology to achieve desired outcomes
• Serves as a consultant to the client leveraging Unum expertise, deep knowledge of the client, and client’s industry to identify and recommend Unum solutions
• Provides consultation and guidance related to health management strategies
• Responsible for recognizing opportunities for new business and obtaining growth on the assigned block of business. This position will have assigned goals in these categories and be assigned block growth objectives.
• Acts as Consultant to employer on administrative or enhanced service offerings to enrich the overall benefit to employee/employer
• Attend site visits with the customer in Portland/Chattanooga or Glendale
• Frequent proactive face to face meetings with the customer

National Client Manager

Financial Planning and Analysis

• Play a key leadership role in technology and process assessment of an assigned Finance functional area and present recommendations on initiatives, product design and delivery to leaders and Finance product owners.
• Provide delivery-focused input into feasibility, sequencing, and execution considerations during product discovery and design to ensure that solutions align with company strategy and will have a significant impact on Finance’s value delivery, partnership engagement and contribution to Enterprise Transformation goals.
• Create business plans for assigned projects including the development of complex financial cost benefit modeling, and track performance against those plans through delivery and post-implementation.
• Research, analyze and synthesize significant amounts of information to quantify and identify business opportunities and issues
• Leverage broad Finance, operational and transformation expertise to ensure solutions are executable, scalable, and aligned to delivery objectives while supporting business goals and delivery efficiency gains to reduce costs to Finance areas while improving the experience for our customers.
• Simplify and reimagine processes to create transformational experiences through digital assets
• Lead change management, operational readiness, and business adoption efforts with clear accountability for adoption and business readiness at go-live, while acting as a champion of change leading organizations through digital transformations.
• Independently conduct complex quantitative and qualitative analysis to inform delivery decisions, risk mitigation, and execution planning.
• Constantly operate with a value delivery and partner centric mindset and leverage the ability to analyze the most important requirements of a solution that can help drive business solutions and improve the employee and partner experience.
• Own and lead end-to-end delivery of large transformation initiatives with a focus on ensuring timely delivery, quality execution, active management of risks and dependencies, and achievement of intended business outcomes.
• Leverage data and reporting to track delivery progress, communicate status, and ensure transparency of outcomes to Finance leaders, while proactively identifying risks and taking corrective action to ensure successful execution.
• Serve as a transformational leader by mentoring lower-level staff and at times may directly manage a small team of professionals.
• Establish strong, effective and collaborative partnerships with key business area leaders, project managers and subject matter experts to ensure alignment, execution discipline, and successful delivery outcomes.
• Ensure clear ownership of deliverables across initiatives, eliminating ambiguity in roles, accountability, and execution
• Collaborate with Product Owners, Finance subject matter experts, Finance change resources, and IT professionals, while managing across initiative and technical dependencies to deliver value.
• Maintain strong knowledge of emerging external trends in digital technology solutions.
• Define and track success metrics for initiatives, ensuring delivery of measurable business value and intended outcomes.
• Identify, manage, and mitigate delivery risks, dependencies, and trade-offs across initiatives and other workstreams.

Director, Finance Transformation – Finance Data

Supervisor

• Accountable for team level metrics to ensure that departmental goals are met.
• Manage the day to day activities of leading a direct reporting team including all aspects of people management, assist in interviewing candidates, training, and performance management that creates a high-performance operating environment.
• Assess quality, accuracy and customer effort levels through conducting supplemental audits as directed by Department’s Management and/or Support team.
• Includes tracking findings, documenting training opportunities and communicating with management on a regular basis as well as maintaining audit production standards set forth by the leadership team.
• Ability to work and collaborate with cross-functional business areas to achieve results.
• Review existing processes and procedures to streamline processes and increase productivity; recommend changes to processes to upper management; ensure compliance to corporate policies, procedures and controls.
• Support implementation of any new processes going forward and deliver breakthrough levels of improvement on key initiatives.
• Collects and analyzes trends and drives improvement opportunities (new workflows, procedures and training).
• Ensure departmental compliance with all system, standards, and procedures.
• Develop strong working relationships with management at all levels.
• Lead by example as an active change agent by leveraging influence skills.
• May perform other duties as assigned.

Supervisor, Virtual Enrollment Solutions

• Analyze claim file content and obtain necessary financial and benefit information from colleagues, customers, and external resources to determine appropriate course of action on each file.
• Consistently communicate, handle overpayment calculations, and manage a caseload of claims with limited complexity, demonstrating a solid technical ability necessary to administer overpayment claims across multiple products and system applications within established turnaround times.
• Negotiate and bind the Company with respect to decisions made regarding appropriateness of pursuing overpayments within the scope of authority of the FSR-T role.
• Thoroughly and accurately document and code FRU actions in claim and legacy systems with supporting rationale for actions and next steps.
• Secure a professional relationship with the claimant and/or employer, provide excellent customer service, demonstrate empathy, and remain open to new information. Provide prompt, accurate, and courteous responses to customers to promote the Unum brand.
• Actively participate in personal developmental activities, engage in activities which support Unum Values.
• Participate in special projects or other assignments as needed, including administrative duties in support of the team.

Financial Services Representative – Trainee

General

• Maintain and update website content to ensure alignment with marketing objectives and brand standards.
• Assist the Senior Digital Marketing Manager and digital marketing agency with the definition and implementation of a revised information architecture for unum.co.uk to provide an optimal user experience while delivering against business objectives.
• Support day-to-day updates and maintenance of unum.co.uk to ensure accuracy and consistency.
• Monitor website performance and conduct research activities to identify improvement opportunities.
• Follow best practices and implement recommended enhancements to improve user journeys.
• Support backlog and sprint planning in line with marketing objectives while ensuring adherence to WCAG AA accessibility standards.
• Implement agreed SEO best practices and technical recommendations in collaboration with our digital agency.
• Implement and support Conversion Rate Optimisation (CRO) changes such as page updates, content variations, journey improvements and testing outputs.

Web Optimisation Specialist

Manager

• Responsible for designing, managing, and implementing CX research initiatives in support of strategic and marketing decisions, with a focus on customer satisfaction/performance monitoring
• Conduct and analyze qualitative and quantitative research and turn the results into actional recommendations
• Maintain technical expertise and knowledge of marketing and UX research, analysis, survey tools and strategic planning principles and techniques
• Completes advanced CX analysis with quantitative and qualitative data to understand trends, root causes and key drivers, illustrating opportunities to help the organization improve Customer Experience consistently and cohesively
• Play a leadership role in technology and process assessment of key customer touchpoints
• Constantly operate with a customer centric mindset and ability to analyze most important components of customer engagement that can help drive business solutions and improve customer experience
• Partner with business counterparts to understand and align CX strategy to operational and digital transformation goals
• Develop and maintain in-depth knowledge of the Company’s products and services, Enterprise-wide.

CX Manager

• The Client Manager Associate (CMA) is in training to be responsible for proactive customer management, education, development, profitable growth and retention.
• The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their block.
• Effectively learn and understand the Pre and Post-Sale Proactive Client Management, Education, Development, Growth and Retention for core market.
• Develop and build personal connections with brokers, enrollment firms and customers for assigned block of business.
• Learn how to develop and execute on customer-specific business plans.
• Profitable Growth of the Inforce Block.
• In partnership with sales, assist in learning how to proactively manage pre-renewal communication with the goal of improving reenrollment effectiveness and avoiding renewal distractions during rate guarantee expiration and anniversary.
• Develop understanding of and how to leverage Unum’s enrollment capabilities, services, tools, and how to communicate an enrollment strategy with internal/external partners.
• Work closely with ICS Implementation Manager.
• Assist in local Benefit fair activities with Field Office team.
• Build and develop enrollment firm relationships for larger customers.
• Develop Partnership with Sales Rep, Marketing Consultant and Home Office to Execute on all Strategies – Operating Effectiveness.
• Partner with key Home Office areas to deliver full service to customers.
• In partnership with sales rep, provide thorough customer updates, broker feedback, and other pertinent action items that impact sales effectiveness.
• Learn to develop and present renewals driving persistency and profitability.
• May perform other duties as assigned.

Client Manager

Actuary

• Prepare and analyze intermediate to complex data for use in actuarial experience studies, valuation, or pricing projects
• Provide significant support for development of pricing and underwriting tools and provide increasing support for helping others understand underwriting case specific issues by answering technical question
• Develop reserve factors, analyze reserves and monitor reserve changes
• Develop experience analysis reviews
• Support maintenance of valuation system
• Support preparation of financial reports, tax returns and state filings as needed
• Contribute to product development and repricing initiatives
• Begin working with product, underwriting, compliance, risk management, investments and other areas on specific initiatives; communicate project status within functional area
• Prepare intermediate to complex reports
• Demonstrate commitment to career development and growing financial acumen by pursuing actuarial credentials and membership in the Society of Actuaries
• Continuous assessment of established training and work processes to identify areas for effectiveness and efficiency improvements.
• Contributes to operating effectiveness through information sharing, suggested process improvements and effective implementation of change
• Communicate trends and issues identified and proactively recommend resolutions to management
• Work on and/or lead special projects that require actuarial research and analysis which may involve partnering with other business areas both in and out of finance.
• Maintain and continue to build on a specialized working knowledge of the company operations, systems and in the actuarial discipline
• May serve as informal leader/mentor to more junior level peers as well as training interns
• May perform other duties as assigned

Senior Actuarial Assistant, Actuarial Development Program

Risk

• Leading and facilitating Risk & Control Self-Assessments (RCSAs), ensuring risks, controls and actions remain current and effective.
• Supporting business projects and change initiatives by helping the business identify potential risks and controls early in the process.
• Acting as a trusted risk partner to operational teams, helping translate risk concepts into clear, practical actions for non-risk stakeholders.
• Overseeing the investigation and resolution of operational risk events and incidents, including root cause analysis and lessons learned activity.
• Producing meaningful risk reporting, dashboards and management information for senior leaders and governance forums.
• Building strong relationships across the business to drive accountability, challenge thinking and embed a positive risk culture.
• Supporting operational resilience, business continuity and risk improvement initiatives when required.
• Working closely with Second Line Risk teams to ensure alignment with regulatory expectations and risk frameworks.

Senior Risk Analyst, First Line

• Provide excellent, responsive customer service and issue resolution to complex tax questions from claimants, policyholders, field personnel, home office personnel and tax authorities that contact the Tax Reporting Group (TRG) via the 1-800 call center, Tax unit Questions (e-mail) and NaviLink
• Receives inquiries and complaints from above parties and works to resolve and correct issues in a timely and courteous manner and maintain proper documentation of resolution
• Consult with field personnel, brokers, DBS, claimant and policyholder in proper tax adjudication of claims, including communication of Unum’s tax procedures, guidelines and services and complex subjects such as the methods of calculating taxability
• This position provides information but does not give tax advice which at times is a fine line
• Calculate and submit corrections to W-2s, W-2Cs and 1099s, obtaining proper documentation
• Identify/respond to existing taxation discrepancies between contract, system coding, and clients’ documentation and collaborate with proper parties for resolution
• Conducts policyholder audits with consultation from management, as needed, for proper tax withholding and reporting
• Able to perform all aspects of the audit, including generation of needed reports, obtaining needed supporting documentation and communicating with internal and external parties
• Reviews and revises policyholder reports from all legacy systems to assure they accurately reflect third party sick pay reporting and are distributed in a timely manner
• Calculate and process FICA, FIT and SIT tax refunds and underpayments in legacy systems
• Provide verification of claimant sick pay income to Federal and State governments, Social Security Administration and Department of Veteran Affairs
• Consistently demonstrates high quality results identified through quality reviews
• Perform other duties as assigned

Benefit Tax Service Representative

• Responsible for designing, managing, and implementing CX research initiatives in support of strategic and marketing decisions, with a focus on customer satisfaction/performance monitoring.
• Conduct and analyze qualitative and quantitative research and turn the results into actional recommendations.
• Maintain technical expertise and knowledge of marketing and UX research, analysis, survey tools and strategic planning principles and techniques.
• Completes advanced CX analysis with quantitative and qualitative data to understand trends, root causes and key drivers, illustrating opportunities to help the organization improve Customer Experience consistently and cohesively.
• Play a leadership role in technology and process assessment of key customer touchpoints.
• Constantly operate with a customer centric mindset and ability to analyze most important components of customer engagement that can help drive business solutions and improve customer experience.
• Partner with business counterparts to understand and align CX strategy to operational and digital transformation goals.
• Develop and maintain in-depth knowledge of the Company’s products and services, Enterprise-wide.

Vice President

• Define, build, and operate enterprise-scale shared platforms that enable speed, consistency, and quality across the organization
• Lead a unified platform strategy spanning digital capabilities, integration services, engineering excellence, enterprise workflow systems, and AI-enabled platforms
• Ensure platform reliability, scalability, and developer productivity while enabling business transformation
• Oversee a complex ecosystem of approximately 120 platforms, tools, and applications supporting enterprise-wide capabilities
• Partner closely with business and technology leaders to deliver reusable, secure, and highly available platform services
• Deliver technology solutions to meet Unum's business needs and goals
• Provide direction, guidance, and strategic insights to senior leadership teams to maximize growth, profitability, and stability
• Contribute to the development and implementation of the organization's three to five-year road map
• Effectively partner, negotiate, and influence business and IT senior leadership for successful enterprise solutions delivery
• Manage overall direction of the company's technology through strategic planning and evaluation.
• Evaluate technology trends and developments for business opportunities and risks, and introduce strategies to capitalize on these opportunities and to mitigate risks.
• Lead IT governance activities for transparency in all IT initiatives.

VP, Platform Services

Data Scientist

• Lead the design, development, and deployment of advanced statistical, machine learning, and AI solutions—including LLM-powered applications—to solve complex business, workforce, and organizational challenges.
• Translate ambiguous business and HR questions into well-defined analytical approaches, scalable data products, and decision-support tools.
• Design and oversee end-to-end data science workflows, including data extraction (e.g., enterprise data warehouses), validation, modeling, deployment, and performance monitoring.
• Integrate data from multiple internal and external sources to create modeling-ready datasets, reusable data assets, semantic layers, and metadata frameworks that enable scalable and self-service analytics.
• Develop and productionize predictive and prescriptive models to explain outcomes, forecast behavior, and identify risks and opportunities.
• Build and deploy advanced AI solutions using modern frameworks (e.g., LLMs, embeddings, RAG architectures), and lead experimentation and rapid prototyping to evaluate emerging capabilities.
• Embed analytics and AI solutions into business processes through automation, system integration, and near real-time data capabilities.
• Partner with HR Business Partners, talent leaders, executives, data engineering, and IT teams to deliver actionable insights and ensure alignment with architectural, security, and data quality standards.
• Provide technical leadership across data science initiatives, ensuring consistency with best practices, methodologies, and quality standards.
• Communicate complex analytical insights and AI concepts clearly to non-technical stakeholders, influencing strategic and operational decision-making.
• Mentor and coach junior team members, elevating team capabilities in AI, machine learning, and analytics best practices.
• Ensure adherence to responsible AI principles, including data privacy, bias mitigation, security, and ethical use of employee data.
• Stay current on emerging AI and analytics trends, proactively identifying opportunities to incorporate new technologies into enterprise use cases.

Quality Auditor II – Underwriting

Solutions Partner Liaison

National Client Manager

Director, Finance Transformation – Finance Data

Supervisor, Virtual Enrollment Solutions

Financial Services Representative – Trainee

Web Optimisation Specialist

CX Manager

Client Manager

Senior Actuarial Assistant, Actuarial Development Program

Senior Risk Analyst, First Line

Benefit Tax Service Representative

CX Manager

VP, Platform Services

Senior Data Scientist – AI, People Analytics