Account Liaison

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. 

Responsibilities of the Account Liaison include the creation, analyzing and tracking of excel documents monitoring Prior Auth expirations, clinicals needed, and patient escalations/changes requiring sales and sales support assistance. This role reports directly to the Regional Sales Director and acts in support of our Account Managers to ensure timely communications are distributed to our internal partners as well as external partners while the Account managers are in the field selling. Additional responsibilities include generating and updating patient reports for top accounts, and proactively communicating with our internal partners when needed on cases requiring assistance.

Duties include working closely with sales and our operational partners to support the Account Manager and RSD to further allow growth and development in the aligned markets.

This position is full-time (40 hours/week) Monday – Friday. Employees working hours will be aligned with the time zone in which they support 8am - 5pm CST or Arizona time. It may be necessary, given the business need, to work occasional additional hours. 

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

Primary Responsibilities:

• Generating & managing patient escalation trackers for our active and pending patient population
• Initiating conversations with internal operation partners on cases requiring assistance
• Partner with Account Managers to track and manage Prior Auth expirations and Obtain Clinical tasks
• Creating, analyzing, and updating Excel spreadsheets for various scenarios
• Build and sustain positive relationships with partners and the Sales team through direct and indirect communication
• Understanding of how tools/applications work together-where data is coming from, how the information connects to the overall sales process
• Quickly and accurately perform data entry; blogging communications, timely follow up on tasks, and files up-to-date and readily accessible
• Support the Account Managers by generating patient tracker reports for top accounts to ensure all patients are receiving care without delay
• Communicate information in a clear, well-organized, and professional manner
• Field communications and build rapport with select providers offices, as deemed appropriate by aligned Sales Director and Account Manager 

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 
• 2+ years of customer service and/or sales support experience
• Intermediate level of proficiency in Microsoft Word (create / edit docs), Microsoft Excel (create / edit spreadsheets), Adobe, and Microsoft Outlook (email / calendar)
• Ability to work Monday through Friday from 8am-5pm CST or Arizona time
• Ability to travel up to 20%25 of the time 
• Access to reliable transportation and valid US driver's license

Preferred Qualifications:

• Experience using Google Documents and EMR systems
• 2+ years of Sales Support experience in the healthcare field

Telecommuting Requirements:

• Ability to work CST and Arizona time zone business hours
• Required to have a dedicated work area established that is separated from other living areas and provides information privacy
• Ability to keep all company sensitive documents secure (if applicable)
• Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service  

*All Telecommuters will be required to adhere to UnitedHealth Group’s Telecommuter Policy.

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer 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 us, you’ll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,200 to $107,400 annually based on full-time employment. We comply with all minimum wage laws as applicable. 

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.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

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