Essential Plan Account Manager, NY
About The Position
The Essential Plan Account Manager is a field-based role working under the direction of Essential Plan Sales & Account Management and in collaboration with Business Development and Community Outreach. The role interfaces with the New York Health Plan to increase marketing synergy and membership growth by building strategic relationships with sales and market influencers, prospective customers, and community institutions. It focuses on identifying new B2B opportunities and prospecting and enrolling eligible Essential Plan members through channels such as dental, vision, fitness, colleges, trade schools, small businesses, and other sectors identified by the manager. The position involves sales activities both indoors and outdoors, and training on government programs is provided upon hire. For employees residing in New York, the role offers flexibility to telecommute while also requiring extensive local travel in the assigned territory. Account Managers present plan information, support enrollment, manage sales pipelines, provide members with service, and track sales activity and relationships. The role requires working independently, managing competing priorities, and communicating complex healthcare information accurately to prospective members and community partners.
Requirements
- High school diploma or GED.
- Active New York State of Health Certified Application Counselor (CAC) ID in good standing, or willingness to obtain the ID within 30 days of hire.
- At least 2 years of business-to-business (B2B), business-to-consumer (B2C) direct marketing, outside sales, or community outreach experience.
- Intermediate proficiency with Microsoft Office (Outlook, Word, Excel, and PowerPoint) and CRM systems, including Salesforce.
- Ability to travel locally up to 100% of the time within assigned sales territories in the New York market area.
- Ability to work core business hours Monday through Friday, 8 a.m. to 5 p.m., and nights and weekends when required.
- Residence within or commutable distance of the target geography.
- Reliable transportation and a valid U.S. driver's license, current automobile insurance, and a good driving history.
- Excellent communication, interpersonal, time-management, and organizational skills.
- Excellent relationship-building skills.
- Ability to sell compassionately, work independently with minimal supervision, and manage multiple priorities to meet enrollment goals.
- Ability to communicate complex healthcare information to potential clients.
- Adherence to UnitedHealth Group's Telecommuter Policy for telecommuters.
- Pass a drug test before beginning employment.
Nice To Haves
- Bilingual ability; examples listed include Russian, Spanish, English, Arabic, and French.
- Established professional relationships with nonprofits, community sources, CBOs, and religious or faith-based organizations in the designated sales territory.
- Experience working with people of different ethnicities and cultural backgrounds, diverse populations, and/or underserved communities.
- Knowledge of Essential Plan Marketplace marketing rules and regulations.
- Previous outside sales and territory management experience.
- Collaborative team-player approach, including sharing information, contributing ideas, supporting team and organizational decisions, and treating people with dignity and respect.
- Insured and dependable vehicle.
Responsibilities
- Enroll eligible members in the UHC Essential Plan.
- Build and foster relationships with key accounts, including provider offices, community-based organizations, and housing organizations.
- Present health plan information to providers, business advocacy groups, and potential eligible members, and close sales.
- Serve as a point of contact for members, providing excellent service and an enrollment experience.
- Lead pipeline management.
- Meet or exceed sales and enrollment expectations within the assigned territory.
- Conduct product information presentations in multiple settings, including in-home consultations.
- Work independently and responsibly with minimal supervision.
- Track and measure sales-event effectiveness, activities, events, leads and lead progress, sales, appointments, contacts, and relationship progress daily using internal systems.
- Provide input, support, and feedback on promotional opportunities, benefits, and other issues.
- Stay informed about UHC operations, provider networks, premiums, member services, claims, explanations of benefits, processes, services, and related issues; provide accurate information to community partners, prospects, and members and offer feedback as appropriate.
- Manage multiple priorities, including regular provider-office visits and timely lead follow-up.
- Maintain an appointment schedule and timely information about appointments.
- Enter consumer demographics and interactions into company systems as appropriate.
- Perform other duties as required.
Benefits
- Comprehensive benefits package, subject to eligibility requirements.
- Incentive and recognition programs.
- Equity stock purchase program.
- 401(k) contribution, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
