Sales Account Manager- Cleveland, OH

UnitedHealth Group•Cleveland, OH

1d•$50,000 - $115,000•Onsite

About The Position

The Sales and Account Manager (SAM) is a field-based position responsible for enrolling Medicare beneficiaries who reside in assisted living or memory care facilities into the UHC Care Advantage Plan. The role uses the national sales model and traditional sales strategies to generate leads, educate beneficiaries and facility personnel, and achieve territory enrollment targets. The SAM develops facility-specific account strategies, builds relationships with facility champions, presents the plan’s value using CMS-approved enrollment materials and proof sources, and enrolls beneficiaries through face-to-face, telephone, or other appropriate methods. The role requires documenting activity in the CRM and in accordance with Medicare Marketing Guidelines, reporting activity and results on standup calls, complying with CMS and organizational policies, and sharing facility feedback with market leadership. The position involves travel throughout the designated local territory and work at varied hours to support sales activities.

Requirements

Have, or be able to obtain within 90 days of hire, appropriate state insurance licensure and UHC certifications.
Maintain licensure and product certification according to policies and procedures.
At least 2 years of sales experience.
At least 2 years of account management or territory management skills, including planning, documentation, and measurement.
Proficiency in Microsoft Office (Word, Excel, and PowerPoint).
Ability to work varied hours, including early mornings, evenings, and weekends, as required by sales activities.
Maintain a state driver’s license or arrange transportation in the field.
Ability to travel 90% throughout the designated local territory.

Nice To Haves

B2B and B2C experience.
Experience and knowledge using a CRM, such as Salesforce.
Demonstrated experience meeting or exceeding sales goals.

Responsibilities

Use the national sales model to generate leads and enroll beneficiaries in the UHC Care Advantage Plan.
Develop and manage account-specific strategies to educate and engage facility personnel, generating interest among residents and families or responsible parties.
Use traditional sales strategies to uncover needs and introduce plan features and benefits.
Generate enrollments in line with territory targets.
Document activity to ensure compliance with Medicare Marketing Guidelines.
Participate in daily or weekly standup calls to report activity and month-to-date results.
Develop and maintain relationships with facility champions through ongoing communication, education, and demonstrations of the value proposition.
Implement role-specific processes to educate beneficiaries and generate interest at assigned facilities.
Enroll beneficiaries using appropriate face-to-face, telephonic, or other enrollment strategies.
Demonstrate the product’s value using CMS-approved enrollment materials, plan knowledge, and proof sources.
Update the CRM daily to record interactions with beneficiaries and families.
Comply with CMS, organizational, and departmental regulations and policies.
Provide market leadership with facility feedback regarding service and product acceptance.