Onboarding Analyst

This position is Onsite. Our office is located at 425 Fallbrook Blvd Lincoln NE 68521.

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. Join us to start Caring. Connecting. Growing together.

The more you do, the more you learn. And as you learn you find new doors opening that challenge you to bring your best. This specialist role with UnitedHealth Group will call on your knowledge, your energy and your commitment to making health care work more effectively for more people. Today, more and more employers are turning to us for innovative ideas and high levels of performance. Now, we invite you to help us welcome new members as you help install assigned accounts. You'll be responsible for overall employer contract loading using various databases and/or source documents. Along the way, you'll discover the training, resources and opportunities you'd expect from a Fortune 5 leader.

This role is responsible for collecting and processing client onboarding information in an efficient and professional manner. Responsible for reaching out to potential clients to follow up on outstanding information as well as clarifying and explaining information needed to onboard. Also responsible for explaining the onboarding process when questions arise and keeping all internal stakeholders informed as requested.

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 8:00 am - 5:00 pm CST. It may be necessary, given the business need, to work occasional overtime. 

This will be on the job training and the hours during training will be 8:00 am to 5:00 pm, Monday - Friday.

Primary Responsibilities:

• Manage onboarding of new providers and re-enrollment of previously inactive providers
• Process provider banking and ownership changes
• Investigate ACH returns and coordinate follow up with providers
• Manage and onboard new agents in the Proceed Finance portal upon office request
• Create and assign tasks to the sales team in the CRM for consultation calls and required training
• Update internal Customer Relationship Management System (CRM) with status changes to track where provider is in onboarding process
• Thoroughly review returned documentation to ensure accuracy and completeness
• Follow up with the provider's office as needed to ensure all required information is received
• Organize received information for provider vetting review
• Review and approve or deny providers during the onboarding process
• Monitor ongoing provider performance risk and escalate issues to the oversight team
• Manage vendor oversight activities within the organization, including facilitating vendor risk reviews
• Attend and participate in Provider Oversight Committee meetings
• Ability to work with and influence leadership regarding provider and risk decisions
• Effectively communicate with various levels of stakeholders internally and externally (executives, providers, bank partners, etc.)

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 equivalent work experience
• Must be 18 years of age OR older
• 2+ years of customer service experience in a banking/financial services industry
• Proficiency using Microsoft Office Suite (Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook)
• Knowledge of the financial services industry
• Ability to work on site at 425 Fallbrook Blvd Lincoln NE 68521
• Ability to work any of our 8-hour shift schedules during our normal business hours of 8:00 am - 5:00 pm CST. It may be necessary, given the business need, to work occasional overtime

Soft Skills:

• Attention to detail and accuracy - This includes carefully reviewing documentation, validating data accuracy across systems, identifying inconsistencies or gaps, and proactively correcting issues before they impact internal teams or partners
• Cross Functional Collaboration and Problem Resolution - Collaborate closely with internal teams (Onboarding, PRS, Revenue) to support providers and resolve issues
• Data Integrity, Compliance, and Platform Management - Ensure high standards of data accuracy and consistency across Zoho and platform systems
• Demonstrated ability to work independently, plan, set priorities, coordinate, and manage multiple priorities of varying degrees of complexity
• Exceptional organizational and time management skills, keen attention to detail and resiliency skills
• Must be a quick learner, self-starter, and have the ability to work with minimal supervision in a fast-paced environment
• Understand how to communicate difficult and sensitive information tactfully
• Adapts well to change

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer 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 us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $23.89 - $42.69 per hour based on full-time employment. We comply with all minimum wage laws as applicable.

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.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

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