The job below is no longer available.
You might also like
in Houston, TX
Senior Field Account Manager, Specialty Benefits - Houston, TX
•30 days ago
Hours | Full-time, Part-time |
---|---|
Location | Houston, TX Houston, Texas |
About this job
The Senior Field Implementation/Account Manager - Specialty Benefits is the 'field-based Service Owner' responsible for the customer's total service experience with UnitedHealthcare Specialty Benefits. This includes serving as the key liaison between the customer and the Central Service team post-sale for Life, Disability & Critical Illness and Accident benefits. This position will facilitate the post-sale implementation process between the client and UHC Implementation Unit, provide continuous support to the client on self-billing set-up and administration, provide training and support to the client regarding claim forms, EOI processing and benefit plan enrollment and provisions; as well as service issue resolution, and education for the customer and their employees. They will address any escalated issues sent to them, from the AE/SAE, or other field employee. In this position, a major role will be to manage the final sold process for UHC Specialty Benefits with the new business Specialty AE, Underwriting, UHC case implementation unit, and new customers on final sold documents, self-billing set-up and administration of monthly premium, and other web portals as appropriate. The Senior Field Implementation/Account Manager will also be responsible for conducting open enrollment meetings for voluntary benefits.
Â
The Senior Field Account Manager will handle all UHC Specialty Benefits case installation and service for Basic Life/ADD, Supplemental Life/ADD, Short-Term & Long-Term Disability, Critical Illness & Accident benefits for key account groups with 100 -3,000 eligible employees.
Â
Primary Responsibilities:
Own the Specialty Benefits post-sale installation process and service experience of customers at the field level by working with the Specialty Benefits Installation team and other matrix partners as required to ensure new benefits & plans are set-up timely and accurately
Develop and maintain a strong relationship with internal partners in Specialty Benefits Installation team to manage customer service experience and expectations
Fully accountable for supporting the new business AE and SAE in obtaining all required new business sold case documents, obtaining client signature documents and manage the case installation process efficiently prior to the plan effective date
Facilitate customer implementation calls to verify sold benefits and rates, and train & assist new customer on the self-billing/summary billing reporting process
Train customers on Specialty Benefits web portal, expand customer expertise and reliance on web tools, claim forms and reporting to drive usage and adoption of the online capabilities
Maintain and provide customer information to the new business AE and SAE/Analyst on case set-up, final census/enrollment data, monthly premium billing per benefit, and improvement opportunities for new business installation
Conduct enrollment meetings with customers to increase employee enrollment in supplemental life/add benefits, voluntary disability benefits and voluntary Critical Illness & Accident benefits
Coordinate ordering & delivering of personalized enrollment materials/rate calculation sheets for customers through UHC Worksite Marketing teams
Participate/support new business and finalist presentations to represent Specialty Benefits implementation for new business, provide installation timeline and process, post-sale service support for required signature documents, and/or coordinate attendees from other service related areas to support AE/SAE
Set expectations and manage the new business case installation timeline with the new customer and internal teams to ensure a smooth transition of benefits
Establish and maintain Broker/Consultant relationship as needed, but primarily with customer
Coordinate resolution of pre-implementation service and eligibility issues with Specialty Benefits Implementation team and underwriting such as Actively at Work guidelines and Premium Waiver provisions for employees
Review final census and enrollment, as well as verify the premium billing process and paid premium for self-bill/summary billed benefits 90 days after new business case installation and annually, thereafter
This function includes Account Management positions used in the Commercial Market Group that are in sales bands
Â
The Senior Field Account Manager will handle all UHC Specialty Benefits case installation and service for Basic Life/ADD, Supplemental Life/ADD, Short-Term & Long-Term Disability, Critical Illness & Accident benefits for key account groups with 100 -3,000 eligible employees.
Â
Primary Responsibilities:
Own the Specialty Benefits post-sale installation process and service experience of customers at the field level by working with the Specialty Benefits Installation team and other matrix partners as required to ensure new benefits & plans are set-up timely and accurately
Develop and maintain a strong relationship with internal partners in Specialty Benefits Installation team to manage customer service experience and expectations
Fully accountable for supporting the new business AE and SAE in obtaining all required new business sold case documents, obtaining client signature documents and manage the case installation process efficiently prior to the plan effective date
Facilitate customer implementation calls to verify sold benefits and rates, and train & assist new customer on the self-billing/summary billing reporting process
Train customers on Specialty Benefits web portal, expand customer expertise and reliance on web tools, claim forms and reporting to drive usage and adoption of the online capabilities
Maintain and provide customer information to the new business AE and SAE/Analyst on case set-up, final census/enrollment data, monthly premium billing per benefit, and improvement opportunities for new business installation
Conduct enrollment meetings with customers to increase employee enrollment in supplemental life/add benefits, voluntary disability benefits and voluntary Critical Illness & Accident benefits
Coordinate ordering & delivering of personalized enrollment materials/rate calculation sheets for customers through UHC Worksite Marketing teams
Participate/support new business and finalist presentations to represent Specialty Benefits implementation for new business, provide installation timeline and process, post-sale service support for required signature documents, and/or coordinate attendees from other service related areas to support AE/SAE
Set expectations and manage the new business case installation timeline with the new customer and internal teams to ensure a smooth transition of benefits
Establish and maintain Broker/Consultant relationship as needed, but primarily with customer
Coordinate resolution of pre-implementation service and eligibility issues with Specialty Benefits Implementation team and underwriting such as Actively at Work guidelines and Premium Waiver provisions for employees
Review final census and enrollment, as well as verify the premium billing process and paid premium for self-bill/summary billed benefits 90 days after new business case installation and annually, thereafter
This function includes Account Management positions used in the Commercial Market Group that are in sales bands
Requirements
Qualifications:Â
Previous experience which demonstrates the ability to work with employers, consumers, consultants, brokers
Proficiency in Microsoft Word, PowerPoint, Excel and UHC eTools
Insurance license as required by law
3+ years of work experience in a sales, sales support or account management role in the insurance industry with specialty products required.
Bachelor's degree preferred Â
Careers at UnitedHealthcare Employer & Individual. We all want to make a difference with the work we do. Sometimes we're presented with an opportunity to make a difference on a scale we couldn't imagine. Here, you get that opportunity every day. As a member of one of our elite teams, you'll provide the ideas and solutions that help nearly 25 million customers live healthier lives. You'll help write the next chapter in the history of health care. And you'll find a wealth of open doors and career paths that will take you as far as you want to go. Go further. This is your life's best work.(sm)
Â
Â
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.
Â
Â
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
Â
Â
Job Keywords: ancillary benefits, specialty benefits, sales, account management, Houston, Texas, TX
Previous experience which demonstrates the ability to work with employers, consumers, consultants, brokers
Proficiency in Microsoft Word, PowerPoint, Excel and UHC eTools
Insurance license as required by law
3+ years of work experience in a sales, sales support or account management role in the insurance industry with specialty products required.
Bachelor's degree preferred Â
Careers at UnitedHealthcare Employer & Individual. We all want to make a difference with the work we do. Sometimes we're presented with an opportunity to make a difference on a scale we couldn't imagine. Here, you get that opportunity every day. As a member of one of our elite teams, you'll provide the ideas and solutions that help nearly 25 million customers live healthier lives. You'll help write the next chapter in the history of health care. And you'll find a wealth of open doors and career paths that will take you as far as you want to go. Go further. This is your life's best work.(sm)
Â
Â
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.
Â
Â
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
Â
Â
Job Keywords: ancillary benefits, specialty benefits, sales, account management, Houston, Texas, TX