Broker Agent Service Analyst - Shorewood, MN

This role is temporarily remote. Training is conducted virtually from your home. This role is an onsite role and once training is completed, you will transition to work in the office in the future.

Welcome to one of the toughest and most fulfilling ways to help people, including yourself. We offer the latest tools, most intensive training program in the industry and nearly limitless opportunities for advancement. Join us and start doing your life's best work. SM

Responsibilities of the Broker Agent Services Analyst include creating and maintaining relationships with our sales partners. This role acts as the liaison between the Broker Agents and the Sales Manager/Carrier to ensure critical updates and servicing of accounts.

Duties include working closely with sales and other functional leaders to develop and maintain the operational infrastructure supporting sales and sales leadership.

This position is full-time (40 hours/week) Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00am - 5:00pm. It may be necessary, given the business need, to work occasional overtime or weekends. Our office is located at 23505 SMITHTOWN RD, SHOREWOOD, 55331.

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

Primary Responsibilities:

• Contracting licensed Sales Agents with the appropriate insurance carriers
• Partner with the Sales Manager to provide reporting and analysis of sales data and production reports
• Creating, analyzing and updating Excel spreadsheets
• Build and sustain positive relationships with partners and the Sales team and partners 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
• Support the Sales team by assuring all training is up-to-date
• Communicate information in a clear, well-organized, and professional manner
• Scheduling meetings
• Answering telephones

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 (or higher)
• 5+ years of customer service experience
• 2+ years of Sales support experience within small group or individual business
• Proficiency in Microsoft Word (create / edit documents), Microsoft Excel (create / edit spreadsheets), and Microsoft Outlook (email / calendar management)
• Full COVID-19 vaccination is an essential requirement of this role. UnitedHealth Group will adhere to all federal, state and local regulations as well as all client requirements and will obtain necessary proof of vaccination prior to employment to ensure compliance.

Telecommuting Requirements:

• Reside within 50 miles of Shorewood location
• 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

Preferred Qualifications:

• Bachelor's Degree (or higher)
• License in Health Insurance

Soft Skills:

• Ability to learn internal technology tools/systems
• Problem solving skills
• Ability to navigate a complex organization to accomplish customer satisfaction
• Strong team player
• Excellent oral and written communication skills
• Demonstrate ability to be a self-starter
• Demonstrate ability to be collaborative with sales team and outside vendors
• Ability to prioritize and complete assigned tasks with limited direction and supervision
• Strong communication skills (written and verbal)
• Excellent planning and organizational skills

UnitedHealth Group requires all new hires and employees to report their COVID-19 vaccination status.

Military & Veterans find your next mission: We know your background and experience is different and we like that. UnitedHealth Group values the skills, experience and dedication that serving in the military demands. In fact, many of the values defined in the service mirror what the UnitedHealth Group culture holds true: Integrity, Compassion, Relationships, Innovation and Performance. Whether you are looking to transition from active duty to a civilian career, or are an experienced veteran or spouse, we want to help guide your career journey. Learn more at

Learn how Teresa, a Senior Quality Analyst, works with military veterans and ensures they receive the best benefits and experience possible.

Careers at UnitedHealthcare Employer & Individual. We all want to make a difference with the work we do. Sometimes we're presented with an opportunity to make a difference on a scale we couldn't imagine. Here, you get that opportunity every day. As a member of one of our elite teams, you'll provide the ideas and solutions that help nearly 25 million customers live healthier lives. You'll help write the next chapter in the history of healthcare. And you'll find a wealth of open doors and career paths that will take you as far as you want to go. Go further. This is your life's best work. SM

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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