Agent Manager, Medicare & Retirement

UnitedHealth   •  

Hattiesburg, MS

Industry: Insurance


Less than 5 years

Posted 360 days ago

Position Description

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)

The purpose of this job is to supervise and train Independent Career Agents (ICA's) and/or Field Marketing Organizations (FMO's) who sell the UnitedHealth Group (UHG) portfolio of products offered to Medicare beneficiaries and individuals age 50+. This Agent Manager would be responsible for achieving assigned sales/ membership growth targets through the agents in his/her territory/territories.

Primary Responsibilities:

  • Partner with the Recruiting Manager to source and select candidates to ensure a continual pipeline and sufficient base of staff to meet assigned sales/membership growth targets
  • Act as a liaison UHG 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, etc.
  • Partner with the Community Developer (CD) and Sales Director (SD) to identify and develop relationships with individuals and organizations that influence the buying behavior of target consumers (e.g.; providers, regulators, faith-based organizations, associations, etc.)
  • Organize involvement in formal and on-the-job training to ensure an accurate understanding of UHG products, compliance/policy requirements, sales processes, brand & value proposition messages and sales systems
  • Facilitate engagement of the Agents in executing these plans and ensure building and advancing our brand and value proposition and represent our product portfolio and service offerings
  • Compliance: Ensure Agents adhere to sales & marketing guidelines associated with Medicare regulations, partner expectations and company policies & procedures
  • Organize activities, leads and territories to ensure effective and efficient coordination across the territory
  • Conduct ride-alongs to observe sales techniques and ensure alignment with expectations and compliance with CMS regulations
  • Coach/develop staff to achieve quantitative and qualitative performance targets
  • Use data and insights to coach for optimal performance
  • Monitor sales results, trends and hold representatives accountable for achieving targets
  • Provide a structured certification process, training processes and the available systems tools
  • Coach and manage performance
  • Manage day-to-day time and activities of assigned Agents to ensure appropriate leading indicators of success and corresponding sales results
  • Continually build and nurture Agents
  • Conduct regular one-on-one meetings to review sales results/activities and provide feedback/coaching on opportunities for improvement
  • Understand the strengths and weaknesses of each organization and how it impacts the marketplace
  • Demonstrate excellent communications skills both verbal and written
  • Effectively communicate complex information via in person presentations, phone conversations and emails

Required Qualifications:

  • Undergraduatedegree or equivalent years of experience
  • 3+ years Medicare or managed care salesexperience
  • Proven professional relationships within Mississippi broker market or network sources
  • MS state health/ life insurance license
  • Able to travel up to 100% time within assigned Southern Mississippi territory
  • Reliable vehicle, driving record in good standing and appropriate insurance
  • Proficient in MS / Office (Word, Excel, Outlook & Power Point)
  • Live within commutable distance to this MS market area

Preferred Qualifications:

  • Established professional relationships with non-profits, senior centers, community-based organizations CBO's, etc.
  • Experience selling Medicare Advantage Special Needs Plan
  • Prior broker management experience