Agency Manager (Individual & Family Plan) Texas

UnitedHealth Group
Trammells, TX Full Time
POSTED ON 3/15/2023 CLOSED ON 3/28/2023

What are the responsibilities and job description for the Agency Manager (Individual & Family Plan) Texas position at UnitedHealth Group?

UnitedHealthcare is a company that's on the rise. We're expanding in multiple directions, across borders and, most of all, in the way we think. Here, innovation isn't about another gadget, it's about transforming the health care industry. Ready to make a difference? Make yourself at home with us and start doing your life's best work.(sm)



UnitedHealthcare is dedicated to helping people live healthier lives and making the health system work better for everyone by simplifying the health care experience, meeting consumer health and wellness needs, and sustaining trusted relationships with care providers. Individual and Family plans feature affordable coverage, accessible benefits, and a simplified enrollment and member service experience. Consumers can enroll in plans in 15 states and expanding.



We are committed to helping more Americans get reliable health insurance coverage by providing consumer-centric benefits members want at an affordable price. The role of Individual & Family Plan (IFP) Agency Manager is vital in achieving this commitment to our members through their focus on innovative leadership, agent support and coaching, and accountability for growth and results in all distribution channels selling UnitedHealthcare Individual & Family Plan products.



If you are located in Texas, you will have the flexibility to work remotely* as you take on some tough challenges



Primary Responsibilities:




    Business Growth- achieving assigned sales/membership growth targets in his/her territory/territories. Sales targets are achieved by building and managing agents and agencies within two sales channels 1) Direct Agents who are independent sales agents who contract directly with UnitedHealthcare to sell Individual and Family plans and 2) Field Marketing Organizations (FMO) who manage an agency with multiple agents contracted directly with UnitedHealthcare to sell Individual and Family plans
    Continually build and nurture agents and agencies team
    Ensure utilization of the structured on-boarding process, contracting, certification and training processes, tools, and systems
    Organize agent or agency activities to ensure effective and efficient coordination across the territory
    Act as a liaison between agents and agencies and UnitedHealthcare IFP sales process owners to ensure agents are appropriately set up and supported across their lifecycle. This includes, contracting, licensing/appointment, certification, training, enrollment administration, commission payment, agent servicing
    Collaborate with key agents and agencies and provide them with necessary communication, training, and sales support
    Assist with agent recruitment, helping to build solid partnerships
    Organize involvement in formal and on-the-job training to ensure an accurate understanding of our products, compliance/policy requirements, sales processes, brand and value proposition messages and sales systems
    Coach, manage/develop staff to achieve quantitative and qualitative performance targets
    Use data and insights to coach for optimal performance
    Monitor sales results, trends, and key performance indicators (KPI's) and hold representatives accountable for achieving targets
    Conduct meetings to review sales results/activities and provide feedback/coaching on opportunities for improvement
    Achieve assigned sales targets and membership growth targets through in his/her territory(ies)
    Partner with the internal and external individuals/organizations to identify and develop relationships that influence the buying behavior of our target consumer (e.g., providers, regulators, faith-based organizations FBO's, community-based organizations CBO's and associations)
    Ensure compliance: ensure agents adhere to sales and marketing guidelines associated with federal and state regulations, company policies and procedure
    Communicate Effectively and Manage Conflict by:

      Working collaboratively with others (both inside the sales unit as well as outside) to achieve goals
      Relate to others in an open and accepting manner and treat everyone with dignity and respect while focusing on inclusion and diversity to maximize team performance
      Keep others up to date on information, openly contributing ideas and fully understanding support decisions made by the team and the organization


      Lead with and model Achievement Drive by:

        Demonstrating the ability to meet or exceed performance standards in a timely manner
        Exhibiting attention to detail and ability to track/maintain various components/data elements required/needed (e.g., sales materials, files, etc.)


        Display a solid Growth Mindset by:

          Encouraging innovation and pioneering thinking whenever possible
          Using facts, sound judgment and application of business knowledge when making decisions within existing processes
          Quickly identifying and effectively resolving issues/problems in a way that supports the long-term goals of the organization yet meets the immediate needs of the situation




          Demonstrated Skills:




            Thinking/learning: good judgment, decision making, creativity, strategizing
            Administrative: planning, coordinating, managing resources
            Communication: building relationships, leading, resolving, managing conflict
            Leadership: motivating, coaching, facilitating, influencing
            Adjustment/Self-Management: handling stress, personal adaptability
            Analytical: ability to use data to determine results


            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:




              Active TX State life/health insurance license
              2 years of experience partnering with brokers, conducting sales trainings (in-person and virtually)
              Experience managing external distribution channels, motivating, goal setting and goal achievement
              Experience presenting live to all levels of organization including senior/executive leaders
              Proficiency in MS Office (Outlook, Word, Excel, PowerPoint, Teams)
              Travel up to 75% of time within TX market area
              Valid driver's license and good driving history
              Have insured and reliable transportation


              Preferred Qualifications:




                Bachelor’s or Master’s degree
                Reside in/within commutable distance to Dallas, TX
                Medicare, managed care, outside sales or territory management experience
                Understanding Individual & Family Plan/Affordable Care Act (ACA) sales & marketing regulations and guidelines
                Established professional contacts/relationships or active within the community (i.e., non-profits, health providers, community, or faith-based organizations, etc.)
                Bilingual




                Careers at UnitedHealthcare Medicare & Retirement. The Boomer generation is the fastest growing market segment in health care. And we are the largest business in the nation dedicated to serving their unique health and well-being needs. Up for the challenge of a lifetime? Join a team of the best and the brightest to find bold new ways to proactively improve the health and quality of life of these 9 million customers. You'll find a wealth of dynamic opportunities to grow and develop as we work together to heal and strengthen our health care system. Ready? It's time to do your life's best work.(sm)



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



                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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