Install Representative

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

Primary Responsibilities:

• This function is responsible to actively lead customer implementations related to new business, renewals and plan change transactions for Key Accounts. The IMO team overall is responsible for the installation of Key Account clients, including, but not limited to:
• • Overall management and coordination of employer health plan benefit loading using various databases and/or source documents and working with Business Partners to ensure employer health plan benefit is set up accurately and expeditiously
  • Primary point of contact, internally and externally, for all communication regarding the implementation on new business and renewals/plan changes sold by KA Sales
  • Detail and capture customer intent by providing proactive solutions to non-standard requests and problems by interpreting the client request and aligning appropriate resources
  • Audit Sales documents for adherence to quality measures and reporting standards
  • Face out to customer; facilitates implementation meetings, and builds and maintains solid internal and external relationships
  • Preparation of plan materials including Implementation Binders and Renewal Benefit Summaries
  • Set up, install, and maintain a book of business that includes self funded and fully insured contracts
  • Actively participate in cross-functional teams or projects
  • Research installation issues and develop customer specific resolutions
  • Attend and participate in Finalist Presentations
  • Facilitate closure of BIA audit through timeline and plan change submissions
  • May mentor new and existing Implementation Managers
• Other duties as required to support the customer implementation process
  • Competencies and Best Practice for High Performers
  • Coordinate and lead all aspects of installation including the management of implementation guidelines by assessing and interpreting customer needs and requirements through client interaction, active listening, and engaging in client effective questioning
  • Oversee the customer implementation on multiple platforms by collaboration with other business partners to meet MBO goals and enhance the client experience through active follow up and monitoring of timelines and reports
  • Create and deliver client presentation documents including agendas, meeting minutes and customer timelines. Take lead and ownership of the implementation meeting through face-to-face meetings and conference calls. Takes personal accountability for meeting metrics and customer expectations
  • Communicate with internal and external clients via weekly/bi-weekly follow-up communication regarding implementation status and milestones
  • Communication may take place through face-to-face meetings or conference calls and includes written confirmation following the meeting
  • Seek opportunities to handle complex and non-standard installations, including cases with implementation performance guarantees. Provide proactive solutions to non-standard requests and problems by interpreting the client request and aligning appropriate resources
  • Motivated team member who contributes to team building by providing creative solutions to help achieve and maintain positive client relationships. Actively participates in team huddles and volunteers to assist other team members as needed
• Comply with the terms and conditions of the employment contract, company policies and procedures, and any and all directives (such as, but not limited to, transfer and/or re-assignment to different work locations, change in teams and/or work shifts, policies in regards to flexibility of work benefits and/or work environment, alternative work arrangements, and other decisions that may arise due to the changing business environment). The Company may adopt, vary or rescind these policies and directives in its absolute discretion and without any limitation (implied or otherwise) on its ability to do so

Required Qualification:

• At least 2nd year or bachelor’s degree 

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: Optum is an Equal Employment Opportunity 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.

Optum is a drug-free workplace. © 2025 Optum Global Solutions (Philippines) Inc. All rights reserved.