Broker Support Coordinator (healthcare) - San Juan, PR

Caring. Connecting. Growing Together.

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 inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale.

Broker Agent Service Analyst

The Broker Agent Service Analyst will play a key role in supporting Medicare & Retirement Sales Operations by analyzing and processing new and existing agent onboarding and maintenance requests for UHC. As a business support liaison (BSL) you will provide exceptional customer service to all internal staff and external customers. In this role you will become responsible for basic to intermediate processing related to new hires, in addition to developing expertise related licensing, bill payments, and access.

Primary Responsibilities:

• Process access requests, equipment administration, and new hire onboarding activities through standardized processes and systems
• Coordinate financial tasks and reconciliation related to new hires, including reimbursements, expense reports, and processing vendor invoices
• Production desk processing of licensing work, including routine projects and cleanup initiatives
• Perform analysis of submitted material for completeness and accuracy, analyzing, credentials and documentation
• Ensure cases adhere to all policies and procedures, in addition to federal and state laws and regulations
• Acts as internal liaison and customer service resource for producers and sales leaders relative to licensing process, systems issues, and coordination efforts to achieve "ready to sell" status
• Meets all department standards for quality and service level agreements
• Identify risks or issues and assess/implement alternate solutions

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:

• HS Diploma or GED
• 3+ months of experience in a production, help desk, or analyst role
• Knowledge of insurance industry, compliance, licensing or claims experience
• Above average proficiency with user administration, including system settings and hardware
• Professional proficiency in both English and Spanish (bilingual)
• Comfortable with Microsoft Word (creating and editing documents) Excel (general spreadsheet navigation) SharePoint (knowledge management) and Outlook (email and calendar)
• Ability to work 40 hours/week during standard business operating hours Monday - Friday from 8:00am - 8:00pm AST. It may be necessary, given the business need, to work overtime or weekends

Preferred Qualifications:

• Associates or Bachelor's degree (or higher)
• Financial acumen or accounting experience
• Proven excellent written and verbal communication skills
• Proven solid communication, and interpersonal skills; able to work with team members and all levels within the organization.
• Proven solid analytical/problem solving skills