Service Account Manager Associate

1 month ago

Draper, United States Optum Full time
Job Description

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 diversity and inclusion, talented peers, comprehensive benefits, and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together.  

This operational position exists to service the Optum Bank Health Savings Account (HSA) product for employers and individuals. Major areas of responsibility include understanding IRS rules and regulations pertaining to the HSA, processing tax and transactional corrections, clearly communicating with internal partners, and performing complex research. A financial background combined with strong analytical skills and the ability to adapt to change fast-paced environment are key to your success in this position.

This position is full time. Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8am - 5pm. It may be necessary, given the business need, to work occasional overtime. Our office is located at 12921 South Vita Station Blvd Draper, UT . 

We offer weeks of on-the-job training. The hours of the training will be based on schedule or will be discussed on your first day of employment. 

Primary Responsibilities:

  • Processing incoming transactional requests from consumers and employers.

  • Researching and resolving moderate to complex customer issues.

  • Initiating and balancing transactions to DDA and GL accounts.

  • Performing various transaction postings and corrections with understanding of tax implications to the HSA product.

  • Initiating incoming and outgoing ACH transactions.

  • Communicating with internal partners to resolve requests and issues.

  • Providing exceptional customer service in a fast-paced environment while dealing with sensitive information and situations.

  • Seeking out process improvements.

  • Promptness, reliability, and accuracy in work, especially when dealing with deposit transactions.

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 
  • Must be 18 years of age or older

  • 6 Months Banking, Financial Transactions, or Insurance industry experience.

  • 1+ years experience with Microsoft Office including Word (create and edit documents)
  • 1+ years experience with Microsoft Excel (input, sort and interpret data)
  • 1+ years experience with Microsoft Outlook (manage email and calendar)

  • Ability to work full time. Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8am - 5pm. It may be necessary, given the business need, to work occasional overtime. 

Preferred Qualifications:

  • Understanding of the IRS rules and regulations related to Health Savings Accounts.

  • Proficient with data entry; keyboarding and ten-key.

  • Operational experience related to banking accounts.

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 #RED

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