Strategic Account Executive, TPA - Wisconsin
Company: UnitedHealthcare
Location: Milwaukee
Posted on: May 8, 2025
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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. -
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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. -
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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
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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
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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
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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
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*All employees working remotely will be required to adhere to
UnitedHealth Group's Telecommuter Policy -
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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. - -
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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. -
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UnitedHealth Group is a drug - free workplace. Candidates are
required to pass a drug test before beginning employment. -
Keywords: UnitedHealthcare, Racine , Strategic Account Executive, TPA - Wisconsin, Other , Milwaukee, Wisconsin
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