Shannon Gerbis
Chattanooga,TN
Summary
Cross-Brand Solutions Consultant with extensive expertise in enhancing customer experiences and delivering impactful, operationally sound solutions across Colonial Life and Unum distribution channels. Proven skills in strategic planning, client engagement, and process optimization facilitate effective navigation of complex quoting, onboarding, and servicing workflows within the small-case market. Renowned for cultivating trusted relationships with agents, brokers, and internal partners while providing strategic advice on best practices for positioning Unum group products. A collaborative and adaptable professional recognized for reliability, critical thinking, and a results-driven mindset that consistently boosts sales success and elevates the overall customer and broker experience.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Cross-Brand Solutions Experience Consultant
Unum
Chattanooga, TN
09.2025 - Current
- Provide strategic guidance to Colonial agents, SBCs, and external partners on best practices for positioning Unum products, while building strong relationships that support effective product placement and enhance the overall benefits experience.
- Support agents through accurate quoting, efficient onboarding, and effective servicing of Enterprise products, ensuring a smooth experience across the full sales and implementation cycle.
- Manage end‑to‑end group case progression by coordinating with quoting, underwriting, onboarding, enrollment, and service teams, and partnering with home office operations to ensure strong service delivery and renewals.
- Collaborate with the Cross‑Brand Solutions Market Development Manager to analyze field insights, identify trends, and recommend workflow and process improvements.
- Participate in testing and piloting new technologies to streamline CBSEC workflows and improve the broker and client experience.
- Oversee sales submissions, ensuring accurate documentation, complete information, and proper financial recognition, while strengthening collaboration between Colonial and Unum distribution teams.
Onboarding Experience Specialist
Unum
Chattanooga, TN
01.2023 - 09.2025
- Oversaw end-to-end onboarding experience for brokers and clients to facilitate seamless integration into Unum systems.
- Collaborate cross‑functionally with internal teams to ensure precise system coding, eligibility validation, and successful implementation.
- Acted as Subject Matter Expert for Flock and CBS Gathr within Broker Connect, assisting colleagues with escalations and contributing to the refinement of processes.
- Collaborated on Employee Navigator and Flock Test & Learn initiatives, influencing design and implementation of Broker Connect program.
- Developed and implemented comprehensive policy and procedure documentation to support team alignment and operational efficiency.
- Executed job shadowing initiatives and provided in-depth process insights to bolster internal audit readiness for CBS workflows.
- Conducted training sessions on Gathr and Flock processes to improve team competency and reduce operational mistakes.
Benefits Consultant (intern)
Aflac
Chattanooga, TN
01.2022 - 12.2022
- Developed foundational knowledge of various insurance offerings and operational protocols to enhance service delivery.
- Executed targeted outreach and networking initiatives to identify and secure new business opportunities through referrals and calls.
- Facilitated delivery of information and presentations to employers, showcasing Aflac's capacity to enhance benefit packages.
- Analyzed market trends and consumer behavior to pinpoint emerging business opportunities for strategic growth.
- Addressed customer inquiries and streamlined order processing to enhance overall customer satisfaction.
Education
Bachelor of Science - Business Management
University of Tennessee At Chattanooga
12-2022
Skills
- Microsoft Office Suite (Excel, Outlook, PowerPoint)
- Adobe Acrobat
- Experience with tech partners such as: Employee Navigator, Flock, Paychex, Gathr
- Problem Solving/Strategic Thinking
- Time Management
- Communication
- Project Management
Certification
TN Health & Life Insurance License
License# 3001951497
Timeline
Cross-Brand Solutions Experience Consultant
Unum
09.2025 - Current
Onboarding Experience Specialist
Unum
01.2023 - 09.2025
Benefits Consultant (intern)
Aflac
01.2022 - 12.2022
Bachelor of Science - Business Management
University of Tennessee At Chattanooga