Onboarding Analyst

UnitedHealth Group•Lincoln, NE

15h•Onsite

About The Position

This position is Onsite. Our office is located at 425 Fallbrook Blvd Lincoln NE 68521. 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 inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. The more you do, the more you learn. And as you learn you find new doors opening that challenge you to bring your best. This specialist role with UnitedHealth Group will call on your knowledge, your energy and your commitment to making health care work more effectively for more people. Today, more and more employers are turning to us for innovative ideas and high levels of performance. Now, we invite you to help us welcome new members as you help install assigned accounts. You'll be responsible for overall employer contract loading using various databases and/or source documents. Along the way, you'll discover the training, resources and opportunities you'd expect from a Fortune 5 leader. This role is responsible for collecting and processing client onboarding information in an efficient and professional manner. Responsible for reaching out to potential clients to follow up on outstanding information as well as clarifying and explaining information needed to onboard. Also responsible for explaining the onboarding process when questions arise and keeping all internal stakeholders informed as requested. This position is full time (40 hours / week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00 am – 5:00 pm CST. It may be necessary, given the business need, to work occasional overtime. This will be on the job training and the hours during training will be 8:00 am to 5:00 pm, Monday – Friday.

Requirements

High School Diploma / GED OR equivalent work experience
Must be 18 years of age OR older
2+ years of customer service experience in a banking/financial services industry
Proficiency using Microsoft Office Suite (Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook)
Knowledge of the financial services industry
Ability to work on site at 425 Fallbrook Blvd Lincoln NE 68521
Ability to work any of our 8-hour shift schedules during our normal business hours of 8:00 am – 5:00 pm CST. It may be necessary, given the business need, to work occasional overtime
Attention to detail and accuracy - This includes carefully reviewing documentation, validating data accuracy across systems, identifying inconsistencies or gaps, and proactively correcting issues before they impact internal teams or partners
Cross Functional Collaboration and Problem Resolution - Collaborate closely with internal teams (Onboarding, PRS, Revenue) to support providers and resolve issues
Data Integrity, Compliance, and Platform Management - Ensure high standards of data accuracy and consistency across Zoho and platform systems
Demonstrated ability to work independently, plan, set priorities, coordinate, and manage multiple priorities of varying degrees of complexity
Exceptional organizational and time management skills, keen attention to detail and resiliency skills
Must be a quick learner, self-starter, and have the ability to work with minimal supervision in a fast-paced environment
Understand how to communicate difficult and sensitive information tactfully
Adapts well to change

Responsibilities

Manage onboarding of new providers and re-enrollment of previously inactive providers
Process provider banking and ownership changes
Investigate ACH returns and coordinate follow up with providers
Manage and onboard new agents in the Proceed Finance portal upon office request
Create and assign tasks to the sales team in the CRM for consultation calls and required training
Update internal Customer Relationship Management System (CRM) with status changes to track where provider is in onboarding process
Thoroughly review returned documentation to ensure accuracy and completeness
Follow up with the provider’s office as needed to ensure all required information is received
Organize received information for provider vetting review
Review and approve or deny providers during the onboarding process
Monitor ongoing provider performance risk and escalate issues to the oversight team
Manage vendor oversight activities within the organization, including facilitating vendor risk reviews
Attend and participate in Provider Oversight Committee meetings
Ability to work with and influence leadership regarding provider and risk decisions
Effectively communicate with various levels of stakeholders internally and externally (executives, providers, bank partners, etc.)