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Broker Agent Service Senior Representative

UnitedHealth Group
401(k)
United States, Minnesota, Minnetonka
April 19, 2024

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together.

In this Broker Agent Service Senior Representative, you will play a key role in supporting Medicare & Retirement Agent On-Boarding by analyzing and processing new and existing agent requests for UHC. This includes processing application and contracts through to completion. You will provide exceptional customer service to all internal staff and external customers

You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges.

Primary Responsibilities:



  • Review applications, gather data, determine eligibility and compliance
  • Process broker and agent licensing, appointment and contracting credentials for Medicare Supplement Products
  • Ensure that all paperwork, credentials and other necessary documents are in good order
  • Perform analysis of submitted material for completeness and accuracy, analyzing, credentials and documentation
  • Ensure cases adhere to all policies and procedures, in addition to federal and state laws and regulations
  • Identify risks or issues and assess/implement alternate solutions
  • Production desk processing of licensing, appointing and contracting work
  • Monitors the day-to-day activity on assigned accounts to keep agent and other stakeholders informed of relevant information or lack thereof
  • Participates in interdepartmental team efforts, such as implementation of updates to the production system
  • Input applications and process changes to current contracts
  • Responsible for analyzing, processing and completing cases
  • Process approximately 20-30 cases per day
  • Perform other related duties as required to achieve the goals and objectives of the company and department


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:



  • High School Diploma/GED (or higher)
  • 2+ years previous experience in a customer service or sales support role
  • Intermediate level of proficiency with using multiple computer programs simultaneously to enter, review, and verify information
  • Ability to use MS Outlook for calendar management, meetings, e-mailing, and managing e-mail folders
  • Ability to use Excel for data entry, sorting, filtering, and entering information into basic tables
  • Ability to use MS Word to create general correspondence, use spell and grammar check tools, and enter information into forms/templates


Preferred Qualifications:



  • Previous healthcare industry experience
  • Knowledge of insurance industry compliance, licensing, or claims


Soft Skills:



  • Excellent written and verbal communication skills required
  • Strong communication, and interpersonal skills; able to work with team members and all levels within the organization
  • Strong analytical/problem solving skills


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

California, Colorado, Nevada, Connecticut, New York, New Jersey, Rhode Island, Hawaii or Washington Residents Only: The hourly range for California, Colorado, Nevada, Connecticut, New York, New Jersey, Rhode Island or Washington residents is $16.54 to $32.55 per hour. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. 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.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

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.

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.

$RPO #Green

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