Jobs and Careers
UN

Customer Visit Planner

Unum
Chattanooga, United Statesfull_timeVerifiedPosted 17 Nov 2025
💰 $100,700/yr($53,300/yr$100,700/yr)

About the role

Job Posting End Date: December 01

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:

In this role, you will support the strategic planning and seamless execution of high-impact visits to Unum’s home office, including clients, prospects, brokers, and industry partners. You will collaborate closely with Field partner, NCG leadership, and other key stakeholders to define visit objectives, curate agendas, select presenters, and tailor meeting content to align with each visitor’s business priorities.  You will also design and help deliver customized Unum Customer Path tours by coordinating relevant content, securing tour presenters, facilitating pre-visit preparation meetings, and occasionally serving as the tour lead. Overall, you will proactively identify and cultivate opportunities to strengthen relationships with clients and brokers, showcasing Unum’s differentiated customer experience and reinforcing our commitment to partnership and innovation.

Principal Duties and Responsibilities

  • Effectively manage or provide support to team for the planning and logistics associated with Corporate, Colonial Life and Unum meetings and events.
  • Work with key business partners and Meeting and Events team to develop specific programs from conception to completion so desired experiences are achieved.
  • Perform a variety of meeting logistical tasks for Meetings & Events Team (e.g., designing schedule & sequence of orders, flight tracking details & ground coordination, review details to ensure accurate orders from vendors, support materials & amenity gifts, etc.)
  • Provide technical support for all meetings and events by building and administering registration sites and meeting apps and managing meeting data details
  • Maintain efficient tracking of all expenses and prepare tax reporting for all incentives programs.
  • Develop, deliver and track effective communications to business owners, vendors and conference attendees to provide and confirm accuracy and details of meeting requirements.
  • Assist in the management of onsite operation of conferences/events in coordination with Meeting and Events team and key business partners (ground transportation, rooming list management, meal, and menu planning, etc.).
  • Accountable for smaller scale / specific meetings and acts in a support staff role for other meetings based on business need. Provide continuous improvement and enhancement as needed to improve processes and workflow and other technical support aspects of meeting planning.  
  • Collaborate with business partners at all levels (including Sr. Management) to determine business meeting objectives, expectations, and budget allocations.  This may include promotional and communication needs for assigned meetings/conferences.
  • Manage the development of materials, selection of recognition awards, coordination of approvals, and delivery within established deadlines at appropriate costs. 
  • Effectively manage budget expectations and provide expense management and reporting support for assigned meetings/conferences.
  • Research, negotiate, secure and manage contracts for event venues and transportation companies.
  • Act as primary liaison to external vendors which include registration site compan

Apply for this role

Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.

Apply Now →Generate Application Kit

Free account required — sign up in 30s

Company

Unum

View company profile →