Sales Operations Representative

1 month ago

Minnetonka, Minnesota, United States UnitedHealth Group Full time

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 equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together.

Responsibilities of this Sales Operations Specialist role include working with 2 internal teams on different production tasks throughout the year. Part of the year (January-May) involves reaching out to providers through both written communication and phone calls to verify and request information to meet compliance guidelines. The other responsibility of the role (May-December) involves quoting medical and ancillary products for small businesses throughout the country. This includes duties such as updating and manipulating data within Excel spreadsheets, gathering required documents and details, and coordinating with our underwriting partners. This role acts as the liaison for our sales partners to ensure critical updates and all requirements are received to produce an accurate quote.

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. It may be necessary, given the business need (during peak), to work occasional overtime or weekends.

We offer weeks of paid training. The hours during training will be 8:00 AM - 5:00 PM from Monday - Friday. Training will be conducted virtually from your home.

*All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy.

Primary Responsibilities:

  • Process quote requests as assigned in the inventory tracking system
  • Review documents and market reference tools to create a quote
  • Work with internal and external contacts to gather missing information and clarify data that was submitted
  • Use appropriate quoting system to process quotes as required by markets
  • Work with Underwriting and Underwriting tools to provide underwritten rates
  • Process Sold Case Submissions, as assigned in inventory system using outlined policies and procedures on OneNote, to follow market nuances
  • Work closely with AE, Broker, and Case Installation team to get a case through contract issuance
  • Manage data, including a personal email box and shared folders
  • Work in multiple applications including Microsoft Excel and Solaris
  • Work within required timelines and expectations
  • Adherence to productivity metrics
  • Flexibility to work other operational roles during certain times of the year
  • Multi - task many responsibilities, that may or may not be related, through thoughtful prioritization and documentation

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:

  • High School Diploma / GED or higher
  • 3+ years of health insurance OR medical experience
  • 1+ years of experience working cross-functionally in dealing with both internal and external customers
  • Intermediate level of proficiency with Microsoft Word, Microsoft Excel, and Microsoft Outlook (ability to filter and sort through documents, spreadsheets, compose and respond to email)
  • Ability to work any 8-hour shift between the hours of 8:00 AM - 5:00 PM from Monday - Friday

Preferred Qualifications:

  • Experience in working with Sales Operations teams in small businesses employees)

Telecommuting Requirements:

  • Ability to keep all company sensitive documents secure (if applicable)
  • Required to have a dedicated work area established that is separated from other living areas and provides information privacy
  • Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service

Soft Skills:

  • Effective interpersonal and communication skills, both written and verbal
  • Energetic, self - motivated, and high commitment to drive to results in a challenging, fast - paced environment
  • Diplomatic with strong negotiation and resolution skills
  • Demonstrated ability to meet commitments, build consensus, negotiate resolutions, and garner respect from other teams and individuals
  • Demonstrated ability to assist with focusing activities toward a strategic direction and achieve targets / goals

*All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy.



California, Colorado, Nevada, Connecticut, New York, New Jersey, Rhode Island, Hawaii or Washington Residents Only: The hourly range for California, Colorado, Nevada, Connecticut, New York, New Jersey, Rhode Island or Washington residents is $16.54 to $32.55 per hour. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers 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 UnitedHealth Group, you'll find a far-reaching choice of benefits and incentives.



Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.



Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.



At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity / Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

#RPO #GREEN

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