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Small Business Renewal Account Consultant - Cypress, CA

UnitedHealth Group

Cypress, CA
Job Code:
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Job Details

738520 Small Business Renewal Account Consultant Cypress CA

Small Business Renewal Account Consultant - Cypress, CA (738520)

Position Description

Great account management is 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)


This position is responsible for the sale of renewals for groups of 2 - 99 eligible subscribers. The position is responsible for retaining all small business customers through exceptional service and through development of strong relationships with customers, general agents and brokers. 


Primary Responsibilities:

  • At least 51% of the time must be spent on taking full responsibility on the sale of 51 - 99 renewals for which he/she is assigned, including negotiating with Underwriting, positioning the renewal with the broker, and closing the sale
  • Renews existing business (51 - 99 life segment) and sells new business to existing accounts (NBEA)
  • Supports sales efforts targeted at potential new and renewal accounts; collaborate with Account Executive / Broker Account Executive to determine appropriate product(s) to position to brokers / customers
  • Conducts end to end customer experience which will include an organized series of proactive touch points direct to client / group
  • Use designated systems to track and report activity (i.e. Atlas)
  • Leads, directs and conducts enrollment/benefit meetings and health fairs for assigned business
  • Trains and consults with brokers and employers on enrollment, benefits and electronic service processes
  • Influences, demonstrates and trains employer groups about UnitedHealthcare's online electronic services, tools, and technologies
  • Coaches and supports Account Consultants in managing: 1) Timeliness and quality of support provided to AEs, management, customers, and brokers 2) number and quality of customer / broker training sessions delivered on eServices and business impact resulting from that training
  • Promotes and supports the SB service model
  • Participates in special projects as requested by management
  • Oversees analysis and identification of root causes of complex service issues for brokers and customers. Directs dedicated functional experts (billing, customer service, claims, etc.) on corrective action steps to ensure end to end resolution of the issue

Required Qualifications:

  • High School Diploma / GED
  • State Life and Health Insurance License
  • Must be able to 25% of the time within the State of CA
  • 2+ years of Sales, Account Management or Customer Service experience in the Insurance or Financial Services Industry

Preferred Qualifications:

  • Experience in Benefit Enrollment with Account Management or new business sales in a Managed Healthcare Industry
  • Bilingual fluency in English and Spanish
  • Bachelor's Degree

Careers at UnitedHealthcare Employer & Individual. We all want to make a difference with the work we do. Sometimes we're presented with an opportunity to make a difference on a scale we couldn't imagine. Here, you get that opportunity every day. As a member of one of our elite teams, you'll provide the ideas and solutions that help nearly 25 million customers live healthier lives. You'll help write the next chapter in the history of health care. And you'll find a wealth of open doors and career paths that will take you as far as you want to go. Go further. This is your life's best work.(sm)

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.



Job Keywords: Small Business, Benefits Manager, HR Benefits, Insurance, Cypress, California, CA

Job Details

  • Contest Number738520
  • Job TitleSmall Business Renewal Account Consultant - Cypress, CA
  • Job FamilyAccount Management
  • Business SegmentEmployer and Individual

Job Location Information

  • Cypress, CA
    United States
    North America

Additional Job Detail Information

  • Employee StatusRegular
  • ScheduleFull-time
  • Job LevelIndividual Contributor
  • ShiftDay Job
  • TravelNo
  • Telecommuter PositionNo
  • Overtime StatusNon-exempt

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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