Sr. Account Manager Client Services, UMR Trust - Remote in IN or KY

UnitedHealth Group•Indianapolis, IN

4d•Remote

About The Position

At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together The Senior Account Manager is responsible for the strategic oversight and day-to-day administration of UMR multiemployer labor union benefit funds. This role serves as the primary relationship owner for assigned clients and acts as the single point of contact for trustees, fund professionals, business managers, and fund members. The position is accountable for maintaining and growing solid, trusted relationships with all fund stakeholders while ensuring regulatory compliance, operational excellence, and effective governance across Health & Welfare, Pension, and related benefit plans. If you are located in Indiana or Kentucky, you will have the flexibility to work remotely as you take on some tough challenges. 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.

Requirements

5+ years of labor union or multiemployer fund administration experience
2+ years of account management experience
Experience in presenting technical and financial information to trustees and membership
Solid knowledge of ERISA, DOL regulations, and multiemployer benefit plan operations
Proven exceptional relationship management and communication skills
Willing and able to travel 25%25 +/- depending on business need
Driver’s License and access to reliable transportation
All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy

Responsibilities

Serve as the single point of contact for trustees, union business managers, fund professionals, and fund members
Maintain and grow solid relationships with trustees, business managers, fund professionals, and membership through proactive engagement, responsiveness, and consultative support
Conduct and attend a minimum of four (4) trustee meetings per client, per fund, annually, ensuring effective governance and collaboration
Attend and present at membership meetings, clearly communicating plan benefits, financial status, and operational updates
Build long-term client trust by anticipating needs, advising on best practices, and supporting strategic decision-making
Review, analyze, and present fund financials to trustees, including budgets, cash flow, reserves, and trend analysis
Coordinate with actuaries, auditors, attorneys, investment advisors, and other fund professionals
Prepare and present comprehensive plan overviews at trustee and membership meetings
Maintain overall accountability for the operations of assigned funds, including: Eligibility administration Pension plan administration Health & Welfare plan administration Policy renewals and vendor management
Ensure operations align with plan documents, trust agreements, and trustee directives
Ensure compliance with ERISA, Department of Labor (DOL), IRS, and applicable state regulations
Oversee required filings, disclosures, and regulatory reporting
Advise trustees on compliance matters, governance standards, and operational risk
Manage escalated member issues, ensuring timely, effective resolution with a high level of professionalism
Resolve complex eligibility, benefit, and plan interpretation issues in coordination with internal teams and fund professionals
Partner with Service Account Managers to: Prepare and review trustee and committee meeting books Schedule meetings and coordinate logistics Develop agendas and presentation materials Coordinate with fund professionals to ensure accurate content and effective presentations