Sales Account Manager- Cleveland, OH

Optum; Cleveland (OH); On-site; USD 50,000 - 115,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentive and recognition programs

401(k) and stock purchase plans

Job summary

Optum Home & Community Care, part of the Optum family, is expanding its Senior Community Care team in Ohio. The Sales and Account Manager (SAM) role is field-based and focuses on enrolling Medicare beneficiaries in the UHC Care Advantage Plan within assisted living facilities.

Responsibilities include lead generation, facility education, enrollment through face-to-face or telephonic strategies, CRM updates, and meeting territory targets.

Qualifications

• Current or able to obtain state insurance licensure within 90 days of hire date.
• 2+ years of sales experience.
• 2+ years of account/territory management experience including planning, documentation and measurement.
• MS Office (Word, Excel, PowerPoint) proficiency.
• Ability to travel 90% throughout the designated local territory.

Responsibilities

• Utilize the national sales model to generate leads and enroll beneficiaries into the UHC Care Advantage plan.
• Develop and manage account-specific strategies to educate facility personnel and generate interest from residents or families.
• Uncover needs and introduce features and benefits of the plan using traditional sales methods.
• Generate enrollments aligned with territory targets.
• Document all activity to ensure CMS marketing guidelines compliance.
• Update CRM daily to record interactions with beneficiaries and families.

Skills

Sales experience

Account management

MS Office proficiency

Driver's license

Willingness to travel

CRM experience

Education

State licensure eligibility

Tools

CRM (Salesforce)

Job description

Optum Home & Community Care, part of the Optum family of businesses, is creating something new in health care. We are uniting industry-leading solutions to build an integrated care model that holistically addresses an individual's physical, mental and social needs - helping patients access and navigate care anytime and anywhere. As a team member of our Senior Community Care (SCC) team, we work to provide care to patients in nursing homes, senior housing and assisted living settings. This life-changing work adds a layer of support to improve access to care. We're connecting care to create a seamless health journey for patients across settings. Join us to start Caring. Connecting. Growing together.

The Sales and Account Manager (SAM) is a field-based position charged with enrolling Medicare beneficiaries, residing in an assisted living facility or memory care, into the UHC Care Advantage Plan.

Primary Responsibilities

• Utilize the national sales model to generate leads and enroll beneficiaries into the UHC Care Advantage plan
• Develop and manage account specific strategies to educate and engage facility personnel, resulting in the generation of interested residents and/or families (responsible parties)
• Utilize traditional sales strategies to uncover needs and introduce features and benefits of the plan
• Generate enrollments consistent with targets established for the territory
• Document all activity to ensure compliance with Medicare Marketing Guidelines
• Participate on daily/weekly standup calls to report activity and month to day results
• Develop and maintain relationship with facility champion(s) through ongoing communication, education and demonstration of the value proposition
• Implement role specific processes designed to educate beneficiaries and generate interest in each assigned facility
• Enroll beneficiaries through appropriate use of face to face, telephonic or other enrollment strategies
• Demonstrate the value of the product to interested parties through the use of CMS approved enrollment materials, knowledge of the plan, and introduction of proof sources
• Update CRM on a daily basis to record interactions with beneficiaries and families
• Comply with all CMS, organization and departmental regulations and policies
• Provide market leadership with facility feedback relative to service and product acceptance

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

• Current, or be able to obtain, appropriate state insurance licensure and UHC certifications within 90 days of hire date
• Maintain licensure and product certification based on policies and procedures
• 2+ years of sales experience
• 2+ years of account management/territory management skills (including planning, documentation and measurement)
• MS Office (Word, Excel, PowerPoint) Proficiency
• Ability to work a variety of hours, early morning, evenings and weekends, as required by various sales activities
• Maintain a state driver's license or arrange for transportation in the field
• Ability to travel 90% throughout the designated local territory

Preferred Qualifications

• B2B and B2C experience
• Experience and knowledge with the use of a CRM (salesforce, etc.)
• Demonstrated experience meeting or exceeding sales goals

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer 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 us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $50,000 - $115,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable.

At UnitedHealth Group, our mission is to help people live healthier lives and help make the health system work better for everyone. Together, we are shaping the future of healthcare by harnessing technology and innovation to make care simpler to navigate, more affordable and more connected for the people we serve. We are committed to creating an inclusive workplace where everyone feels welcomed, valued, heard and respected, empowering people to bring their authentic selves to work and strengthening our collective impact through diverse talents, backgrounds, experiences and perspectives.

UnitedHealth Group and its affiliated brands are 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 and its affiliated brands are a drug-free workplace. Candidates are required to pass a drug test before beginning employment.