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Sales Operations Advisor - Houston, TX

UnitedHealth Group

Houston, TX
Job Code:
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Job Details

Sales Operations Advisor - Houston, TX(Job Number:706303)

Position Description:

Welcome to one of the toughest and most fulfilling ways to help people, including yourself. We offer the latest tools, most intensive training program in the industry and nearly limitless opportunities for advancement. Join us and start doing your life's best work.

Great Sales are the result of strong purpose, conviction and pride - pride in your ability and your product. UnitedHealth Group offers a portfolio of products that are greatly improving the life of others. Bring along your passion and do your life’s best work.SM
Primary Responsibilities:
  • Educate Brokers on new business requirements (daily)
  • Answer case specific questions and work strategically with brokers/clients concerning new group submission (daily)
  • Point person to help redirect phone calls to appropriate contact
  • Order enrollment materials/directories/giveaways for General Agencies (daily)
  • Assist with creating/formatting PowerPoint presentations
  • Scan new business submissions received at health plan
  • Answer new business submission status requests
  • Assembles and maintains broker presentation kits (as requested by AEs)
  • Serves as local contact for Agent Appt and Licensing
  • Serves as local commissions contact for agents
  • Order SBC for 51-99 groups
  • Pull Broker Book of Business Reports Quarterly (UA Reports for Reps)
  • Pull quarterly medical bonus for specified agents (as requested)
  • Handle Reporting for Sales Leadership (forecast, FSDB, GA, renewal and bonus reports)
  • SAM Subject Matter Expert
  • Solaris updates
  • Broker Updates in Atlas
  • Renewal Updates in Atlas
  • Aprimo leads
  • Purge/Terms files to Iron Mountain
  • Ordering of Office Supplies
  • SME for special projects (i.e. assist with organizing broker advisory council or rollout meetings)
  • Benefit Summaries – email, translate requests, print/mail
  • Order Enrollment Kits 

Job Sales Operations / Admin
Primary Location US-TX-Houston
Other Location 
Organization E&I Texas
Schedule Full-time
Number of Openings 1
Apply on the Company Site

UnitedHealth Group is the most diversified health care company in the United States and a leader worldwide in helping people live healthier lives and helping to make the health system work better for everyone.

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