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Agency Manager, Individual & Family Plan - Pacific Northwest

UnitedHealth Group
401(k)
United States, Washington, Seattle
Dec 21, 2024

At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together

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 27 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 the Pacific Northwest, you will have the flexibility to work remotely* as you take on some tough challenges

Primary Responsibilities:



  • Business Growth by 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 State life/health insurance license (or ability to obtain)
  • 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 Outlook, Power BI, Word, Excel, PowerPoint, Teams
  • Travel up to 75% of time within Pacific Northwest market area
  • Valid driver's license and good driving history
  • Have insured and reliable transportation
  • Reside within Pacific Northwest



Preferred Qualifications:



  • IFP Sales, managed care, outside sales or territory management experience
  • Understanding Individual & Family Plan/Affordable Care Act (ACA) sales & marketing regulations and guidelines
  • Proven established professional contacts/relationships or active within the community (i.e., non-profits, health providers, community, or faith-based organizations, etc.)
  • Bilingual



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

Washington Residents Only: The salary range for this role is $70,000 to $155,000 annually. Role is also eligible to receive bonuses based on sales performance. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers 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 UnitedHealth Group, you'll find a far-reaching choice of benefits and incentives.

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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