Strategic Account Executive, TPA - Wisconsin

Company: UnitedHealthcare
Location: Green Bay
Posted on: May 6, 2025

Job Description:

At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together. - Positions in this function is responsible for the development and maintenance of business relationships of assigned customers. Serves in a consultative capacity to ensure customer satisfaction, retention, contract renewal, revenue maintenance, and adding additional lines of business. Provides consultative input in the design of a customer's benefit plan(s) and health and welfare strategy through the relationships established with customers and brokers. - Primary Responsibilities: -

• Customer retention, based on established annual goals
• Strategic planning for multi-year initiatives to identify opportunities to better manage healthcare trends
• Communicating and managing escalated issues and problem resolution as appropriate
• Maintains appropriate documentation including action plans, meeting notes, Strategic Customer Business Plans, Salesforce and others as required
• Coordinates plan design review and strategies with other UMR departments, provides financial analysis, and recommends modifications to existing benefit plan(s) to enhance or streamline coverage to meet the customer's needs or industry trends or to increase customer's auto adjudication rates
• Serves as an information resource to customers, brokers, sales support, marketing, and management regarding sales activity, industry news and standards, as well as ongoing operations
• Provides continual education and consultation to the customer and broker through proactive contacts based on established annual goals to meet with customers, follow-up on outstanding issues, and ASA and Stop Loss contract negotiations
• Actively seeks out opportunities to recommend or modify appropriate new products/services to increase lines of business including UHC specialty business lines, and bring solutions to customers based on needs identified
• Manages stewardship and is accountable for the renewal strategy and goals across all departments, including updates to the UHC Health Plan leadership, and the customer
• Identifies current and future customer and broker requirements by establishing rapport with potential and existing customers, brokers and other persons in a position to understand customer and broker requirements
• Directs internal units through coordination of efforts and resources necessary to ensure appropriate services are being delivered at an appropriate cost. Indirectly manages service deliverables across department lines to manage process and meet performance targets
• Participates in or represents account management in special projects
• Actively involved in new customer implementations
• Provides sales and marketing support through participation in finalist presentations
• Assists in training and mentoring new SAEs and other Account Management team members as needed
• Participates in Health and Benefit Fairs for assigned customers
• Support the Directors of Health Plans represented in their assigned book of business with current, timely and important updates, as needed
• Performs other duties as required - 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:
  • 5+ years of sales and/or service experience in the insurance industry
  • State health insurance license required upon hire, and life insurance licenses required within 3 months from position start date
  • Proven ability to maintain an excellent driving record - Preferred Qualifications: -
    • High level of expertise in account service/consultative selling techniques, product knowledge, procedures, and administration
    • Proven ability to professionally interact with customer, broker, and internal UMR contacts with little or no assistance, including C-Suite relationships - Competencies, Knowledge, Skills and Abilities:
      • Solid understanding of stop loss underwriting and pricing disciplines
      • Solid financial acumen and negotiation skills
      • Solid oral, written, and interpersonal skills to effectively communicate with individuals within all levels of the customer organization, broker firm, and internally within UMR
      • Ability to handle complex situations, deliver renewals, increase lines of business on existing clients
      • Ability to be proactive, self-motivated, detail-oriented, creative and work with minimum supervision
      • Demonstrates an ongoing commitment to education, training, and development activities especially in the leadership area
      • Demonstrates effective time management skills and the ability to manage multiple priorities
      • Demonstrates superior interpersonal, communication, and group presentation skills
      • Ability to analyze and think through issues thoroughly, identify alternative responses, and bring about an effective solution
      • Demonstrates a high degree of customer focus and attention to service
      • Projects a positive, team oriented attitude towards customers, vendors, brokers, consultants and associates, both internally and externally
      • Solid working ability to use Microsoft Word, Excel, and Power Point -*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy - - At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. - - UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. - - UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Keywords: UnitedHealthcare, Sheboygan , Strategic Account Executive, TPA - Wisconsin, Other , Green Bay, Wisconsin