Territory Office Manager-San Marcos - UNUM Group

Job Posting End Date: October 25

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:

General Summary:

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

Job Specifications:

• 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

Please note that the office is based out of San Marcos and will require the ability to commute to the office location.

#LI-SC1

~IN1

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.

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:

Colonial Life