IDI Client Coordinator

Unum•Portland, ME

1d•$40,000 - $75,600

About The Position

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: Responsible for the accuracy and integrity of individual account information for IDI single life policies and administers a high volume of both financial and non financial transactions with precision and consistency. Collaborates with partners across the business to ensure all transactions are executed promptly, in compliance with procedural and regulatory requirements, and with exceptional quality.

Requirements

College degree preferred, or equivalent experience required.
Prior experience in a customer service role highly preferred
Exhibits solid customer service skills
Aptitude to develop strong knowledge of general banking, accounting and billing/collection business practices and procedures, and regulatory requirements
Ability to utilize and leverage technology and systems.
Solid computer skills (Word, Excel)
Strong work ethic and the ability to work effectively with minimal supervision
Demonstrates good listening ability with exceptional written and verbal communication skills
Ability to perform in a fast paced environment, both as part of a team and independently
Demonstrates strong organizational and time management skills with the ability to multi-task
Demonstrates solid analytical/mathematical skills

Responsibilities

Execute a wide range of non‑financial transactions—including address changes, cancellations, waivers, and requests for duplicate policies—with accuracy and adherence to established service standards.
Process financial transactions, such as applying premium payments to policies, ensuring precision and proper documentation.
Respond promptly and professionally to customer inquiries received via phone or email, providing clear guidance related to policy transactions.
Prepare and issue manual correspondence letters in accordance with procedural and regulatory requirements.
Demonstrate proficiency in administering multiple IDI products across various mainframe systems, ensuring consistent accuracy and compliance.
Uphold exceptional quality and accuracy across all interactions, transactions, and work outputs.
Collaborate effectively with partners across business areas to identify issues, support root‑cause resolution, and drive continuous process improvement.
May perform other duties as assigned

Benefits

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