Optum Health Financial Services Relationship Manager - West Coast Telecommute

UnitedHealth Group

Atlanta Georgia

United States

Financial Services - Banking / Investment / Finance
(No Timezone Provided)

Great sales are the result of strong purpose, conviction and pride - pride in your ability and your product. UnitedHealth Group offers a portfolio of products that are greatly improving the life of others. Bring along your passion and do your life's best work.(sm)

The Optum Health Financial Services Relationship Manager (RM) is responsible for developing and maintaining productive relationships with their large employer clients and is directly responsible for growth, retention and client satisfaction (NPS®). The RM provides educational, strategic, promotional and operational support to maintain and grow the financial services portfolio. Position will manage an assigned book of Optum Financial Services products (HSA, HRA, FSA, Cobra, etc.).

If you are located on the West Coast, you will have the flexibility to telecommute* as you take on some tough challenges.

Primary Responsibilities:
  • Serves as clients' primary point of contact for all financial service matters
  • Monitors and, when necessary, supports delivery of financial service functions to ensure client expectations are met or exceeded
  • Assists client in planning and implementation of financial service educational and promotional efforts, including on - site fairs and enrollment events
  • Achieves growth and retention targets for assigned clients
  • Identifies and manages risks associated with service delivery, competitive threats and changes within the clients' organizational or decision structure
  • Communicates industry, product and performance updates tailored to clients' needs and preferences
  • Represents client internally and coordinates with other functions to address ongoing service needs
  • Works in partnership with other UHG account teams to align communications, growth and retention efforts
  • Manages ongoing contract relationships and service delivery to clients for assigned account
  • Acts as outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) and large or complex accounts
  • Builds relationships with employer/group clients (not individual members) and serves as the primary point of contact for overall and day-to-day service delivery
  • Represents client internally and coordinates with other functions to implement client systems, complete projects, and address ongoing service needs
  • Works closely with sales on renewals and upselling, but incumbents do not have specific sales goal accountability or primary responsibility to close sales

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

  • Bachelor's degree
  • 3+ years of healthcare sales/account management experience
  • 3+ years of experience managing complex accounts
  • 3+ years of data interpretation and presentation experience
  • Knowledge of health savings accounts and other health-related financial products (FSA, HRA, COBRA)
  • Proficiency with the Microsoft Office Suite to include Word, Excel, PowerPoint
  • Ability to travel nationally up to 50% depending on need

Preferred Qualifications:

  • 3+ years of experience working in partnership with claims, marketing and customer service

i

UnitedHealth Group requires all new hires and employees to report their COVID-19 vaccination status.

Careers with Optum. Here's the idea. We built an entire organization around one giant objective; make health care work better for everyone. So when it comes to how we use the world's large accumulation of health-related information, or guide health and lifestyle choices or manage pharmacy benefits for millions, our first goal is to leap beyond the status quo and uncover new ways to serve. Optum, part of the UnitedHealth Group family of businesses, brings together some of the greatest minds and most advanced ideas on where health care has to go in order to reach its fullest potential. For you, that means working on high performance teams against sophisticated challenges that matter. Optum, incredible ideas in one incredible company and a singular opportunity to do your life's best work.(sm)

*All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy.

Colorado Residents Only: The salary range for Colorado residents is $79,700 to $142,600. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you'll find a far-reaching choice of benefits and incentives

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Job Keywords: Client, vendor, relationship, portfolio, national, West Coast, Telecommute, Remote, Work from Home

Optum Health Financial Services Relationship Manager - West Coast Telecommute

UnitedHealth Group

Atlanta Georgia

United States

Financial Services - Banking / Investment / Finance

(No Timezone Provided)

Great sales are the result of strong purpose, conviction and pride - pride in your ability and your product. UnitedHealth Group offers a portfolio of products that are greatly improving the life of others. Bring along your passion and do your life's best work.(sm)

The Optum Health Financial Services Relationship Manager (RM) is responsible for developing and maintaining productive relationships with their large employer clients and is directly responsible for growth, retention and client satisfaction (NPS®). The RM provides educational, strategic, promotional and operational support to maintain and grow the financial services portfolio. Position will manage an assigned book of Optum Financial Services products (HSA, HRA, FSA, Cobra, etc.).

If you are located on the West Coast, you will have the flexibility to telecommute* as you take on some tough challenges.

Primary Responsibilities:
  • Serves as clients' primary point of contact for all financial service matters
  • Monitors and, when necessary, supports delivery of financial service functions to ensure client expectations are met or exceeded
  • Assists client in planning and implementation of financial service educational and promotional efforts, including on - site fairs and enrollment events
  • Achieves growth and retention targets for assigned clients
  • Identifies and manages risks associated with service delivery, competitive threats and changes within the clients' organizational or decision structure
  • Communicates industry, product and performance updates tailored to clients' needs and preferences
  • Represents client internally and coordinates with other functions to address ongoing service needs
  • Works in partnership with other UHG account teams to align communications, growth and retention efforts
  • Manages ongoing contract relationships and service delivery to clients for assigned account
  • Acts as outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) and large or complex accounts
  • Builds relationships with employer/group clients (not individual members) and serves as the primary point of contact for overall and day-to-day service delivery
  • Represents client internally and coordinates with other functions to implement client systems, complete projects, and address ongoing service needs
  • Works closely with sales on renewals and upselling, but incumbents do not have specific sales goal accountability or primary responsibility to close sales

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

  • Bachelor's degree
  • 3+ years of healthcare sales/account management experience
  • 3+ years of experience managing complex accounts
  • 3+ years of data interpretation and presentation experience
  • Knowledge of health savings accounts and other health-related financial products (FSA, HRA, COBRA)
  • Proficiency with the Microsoft Office Suite to include Word, Excel, PowerPoint
  • Ability to travel nationally up to 50% depending on need

Preferred Qualifications:

  • 3+ years of experience working in partnership with claims, marketing and customer service

i

UnitedHealth Group requires all new hires and employees to report their COVID-19 vaccination status.

Careers with Optum. Here's the idea. We built an entire organization around one giant objective; make health care work better for everyone. So when it comes to how we use the world's large accumulation of health-related information, or guide health and lifestyle choices or manage pharmacy benefits for millions, our first goal is to leap beyond the status quo and uncover new ways to serve. Optum, part of the UnitedHealth Group family of businesses, brings together some of the greatest minds and most advanced ideas on where health care has to go in order to reach its fullest potential. For you, that means working on high performance teams against sophisticated challenges that matter. Optum, incredible ideas in one incredible company and a singular opportunity to do your life's best work.(sm)

*All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy.

Colorado Residents Only: The salary range for Colorado residents is $79,700 to $142,600. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you'll find a far-reaching choice of benefits and incentives

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Job Keywords: Client, vendor, relationship, portfolio, national, West Coast, Telecommute, Remote, Work from Home