Account Executive, Client Management

4 weeks ago


Eden Prairie, United States Optum Full time

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.

The Account Executive (AE), Client Management is a position that requires focus on an assigned portfolio of clients within a specific geographic area. The AE is responsible for the overall growth, retention and strategic planning of that portfolio. This includes acting as the lead for "inside sales" (upsells) and overall management of customer retention, satisfaction and up sell activity of their assigned accounts, operational submission of changes and plan maintenance and member specific assistance. In addition, the AE will be the liaison between sales, operations and the customer. The ideal candidate will have exceptional written and verbal communication skills, the ability to build solid relationships with key decision makers of each client, and solid organizational skills.


Self-starter high-performing individual; has comprehensive understanding of the PBM environment and broader health care system ability to work across departments to achieve success; has positive and respected relationships and uses knowledge and organizational skills to achieve desired objectives; exhibits ability to manage client expectations based on Optum's capabilities - and looks for up sell/growth opportunities with the client; manages customer satisfaction of assigned accounts; takes accountability for individual and team objectives.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.


Primary Responsibilities:

  • Maintain overall accountability for client satisfaction, retention and growth
  • Use solid industry knowledge to add value to the clients' operation and look for up sell opportunities
  • Maintain an ongoing knowledge of clients' business; as well as their contract with Optum
  • Provide leadership for new client projects/implementations
  • Provide regular communication to management on client concerns and feedback
  • Communicate with clients via face-to-face meetings, conference calls and written correspondence
  • Interfaces with internal Optum departments
  • Assist in the marketing of sales strategies; product/service information
  • Maintain client business plan
  • Understands the Eligibility and Pharmacy Claims adjudication process
  • Monitor performance guarantees/Service Level Agreements
  • Negotiate contract renewals
  • Conduct periodic reviews with client and recommend new products/services as appropriate
  • Participate in best and final sales support as appropriate
  • Travel to client sites may be required
  • Other duties as assigned

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:

  • 5+ years of PBM and client management (business to business services) experience for low to mid-tier companies (5000 employees)
  • 5+ years of experience in PBM client management experience as well as Pharmacy Benefits Implementation guidelines
  • 4+ years of related experience
  • Experience using RxClaim to validate service delivery of Pharmacy Benefits
  • Claims validation experience
  • Ability to use MS Excel to create basic spreadsheets; sort, filter, import/export data, create charts and graphs, and use basic formulas
  • Ability to use MS PowerPoint to create and modify presentations
  • Ability to work core business hours and have the flexibility to adjust their schedule to accommodate occasional overtime
  • Ability to travel up to 25% as needed

Preferred Qualifications:

  • 5+ years of experience in PBM and working with Pharmacy benefits Implementation guidelines
  • 5+ years of experience with owning/managing a book of business
  • Experience with renewal strategy & upsells
  • Ability to exhibit proficiency in executing software programs and utilities specific to Optum's applications
  • Ability to read, analyze and interpret procedures, general business periodicals and professional journals
  • Ability to effectively present information and respond to questions from clients, management and technical associates
  • Ability to analyze/understand reports, metrics and client trends
  • Demonstrated good mathematical ability

Soft Skills:

  • Solid relationship building and communication skills
  • Self- directed and organized individual
  • Excellent organizational skills
  • Excellent verbal and written communication skills
  • Project management skills
  • Customer service orientation and relationship management skills
  • Ability to solve practical issues and deal with many variables in situations where only limited standardization exists
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy


California, Colorado, Connecticut, Hawaii, Nevada, New Jersey, New York, Rhode Island, or Washington Residents Only: The salary range for this role is $88,000 to $173,200 annually. 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.

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.



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