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Director, Optum Financial Client Management - National Accounts


Financial Administrator


Atlanta, Georgia, United States

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. Come make an impact on the communities we serve as we help advance health equity on a global scale. Here, you will find talented peers, comprehensive benefits, a culture guided by diversity and inclusion, career growth opportunities and your life's best work.(sm)

No industry is moving faster than health care. And no organization is better positioned to lead health care forward. We need attention to every detail with an eye for the points no one has considered. The rewards for performance are significant. You'll help improve the health of millions.

Director, Client Management - Leads a team of Relationship Executives to build, enhance and maintain solid client loyalty and growth of existing Financial Services client relationships (HSA, FSA, HRA, etc.). In this role, you will serve as the manager of a client facing team serving large and complex mid-market and national employer accounts and be responsible for designing, building, and executing client engagement strategies to drive client satisfaction, retention, and growth. Ensures compliance with the client contracts, performance guarantees, regulatory and UHG policies. Ensures relationship executives have and execute against fully developed account plans for top tier clients and leverage best practices to strengthen, improve and grow client relationships. This position requires a high performing individual with proven leadership skills and a comprehensive understanding of the healthcare industry and financial services.

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

Primary Responsibilities:

  • Lead team accountable for client satisfaction, retention, and growth of existing business
  • Coordinate with corresponding sales and UHG client teams on cross-sell and competitive renewals
  • Work with relationship executives to document, monitor and manage relationship engagement plans for top tier clients
  • Proactively identify and manage service risk and support resolution of complex client issues
  • Establish solid relationships with Marketing, Product, Implementation, etc. who are engaged with day-to-day service delivery of Solution sets for client
  • Establish or enhance systems to monitor, coach and recognize team performance of retention, growth, and profitability measures
  • Serve as the executive contact for strategic clients within your team’s portfolio
  • Partner with internal and external teams to ensure the successful execution of programs such as:
  • Client satisfaction and loyalty surveys
  • Client satisfaction and service delivery improvement initiatives
  • Client and account holder communication campaigns
  • Team member training and best practice sharing sessions

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:

  • 8+ years in health care, financial services, and/or health insurance industry
  • 5+ years of management experience and/or 3+ years of demonstrated leadership for Optum internal Relationship Executive managers
  • Leader with prior success driving large scale, positive client satisfaction within client base
  • Proven success at championing the client satisfaction experience within large, complex client delivery systems and solution platforms
  • Ability to travel 25-50% as needed

Preferred Qualifications:

  • Experience with Health Savings Accounts
  • Management experience leading individuals and/or professionals accountable for client satisfaction, retention, and revenue growth
  • Technical product acumen-i.e.-Banking, benefits administration
  • Demonstrates an understanding of senior leadership perspectives and addresses problems forthrightly with a solution-oriented approach
  • Socializes the performance metrics among team members, ensuring their understanding of what is expected and how it is measured
  • Demonstrate & articulate the value of products and services

Careers with Optum. Our objective is to make health care simpler and more effective for everyone. With our hands at work across all aspects of health, you can play a role in creating a healthier world, one insight, one connection and one person at a time. We bring together some of the greatest minds and ideas to take health care to its fullest potential, promoting health equity and accessibility. Work with diverse, engaged and high-performing teams to help solve important challenges.

*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.