Offset Management Coordinator

Job Posting End Date: August 26

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:

The Offset Management Coordinator (OMC) is accountable for providing offset expertise from eligibility through award for PSS, FSS, SSR, Pension and certain PERS/STRS offsets. Incumbents are responsible for providing effective and efficient financial management practices while demonstrating strong customer service, productivity and documentation skills.

This role requires solid understanding of offsets. Individuals in this role have responsibility for understanding the current situation with the claims as well as the activities for which they are responsible. This will be done through file reviews, ongoing claimant contact and the review of financial information to confirm offset applicability as outlined in the LTD policy. The OMC will utilize financial, legal and other resources to support the establishment of financial/offset direction as needed.

Principal Duties and Responsibilities

• Provide a thorough, fair, objective and timely evaluation of all assigned claims by applying relevant policies, practices and processes to ensure consistent, high quality compliance with our contracts while applying critical thinking and sound decision-making.
• Accurately review and code all social security and non-social security statuses in Navilink in a timely fashion.
• Effective, timely and accurate management of offsets within claim, including appropriate information requests, accurate claim file documentation and payment system coding. This includes responding to all inquiries on a timely basis.
• Explain offset rationale and current claim activities clearly, accurately and thoroughly; both verbally and in writing, to claimants, employers and other constituents.
• Makes referrals on a timely basis to Financial Recovery Unit, Financial Consulting Team, Legal, Offset Consultant, Tax Reporting Group and others as appropriate.
• Conducts timely and efficient proactive offset reviews as directed.
• Accountable for maintaining familiarity with specialized workflow requirements and performance standards for any assigned customers.
• Develops and maintains a good rapport with insured’s, policyholders and all internal and external partners.
• Participate as an effective team member – identifying best practices, assisting with team and department coverage
• May perform other duties as assigned.

Job Specifications

• College degree preferred or equivalent work experience.
• Demonstrated analytical, research and decision making skills
• Demonstrated oral and written communication skills
• Demonstrated Mathematical aptitude
• Customer service orientation
• Proven experience in working with internal and external customers
• Demonstrated critical thinking abilities
• Ability to organize and prioritize a high volume of daily work and ability to multi-task
• Detail oriented; able to analyze and research contract information
• PC skills are essential; ability to operate effectively in an imaged environment
• Proven ability to deal effectively with conflict in a professional manner
• Ability and commitment to work as an effective t