Sr. Account Manager Client Services, UMR Trust - Remote in IN or KY

At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together

The Senior Account Manager is responsible for the strategic oversight and day-to-day administration of UMR multiemployer labor union benefit funds. This role serves as the primary relationship owner for assigned clients and acts as the single point of contact for trustees, fund professionals, business managers, and fund members. The position is accountable for maintaining and growing solid, trusted relationships with all fund stakeholders while ensuring regulatory compliance, operational excellence, and effective governance across Health & Welfare, Pension, and related benefit plans.

If you are located in Indiana or Kentucky, you will have the flexibility to work remotely* as you take on some tough challenges.

Primary Responsibilities

• Client, Trustee & Relationship Management
• Serve as the single point of contact for trustees, union business managers, fund professionals, and fund members
• Maintain and grow solid relationships with trustees, business managers, fund professionals, and membership through proactive engagement, responsiveness, and consultative support
• Conduct and attend a minimum of four (4) trustee meetings per client, per fund, annually, ensuring effective governance and collaboration
• Attend and present at membership meetings, clearly communicating plan benefits, financial status, and operational updates
• Build long-term client trust by anticipating needs, advising on best practices, and supporting strategic decision-making
• Governance, Financial Oversight & Presentations
• Review, analyze, and present fund financials to trustees, including budgets, cash flow, reserves, and trend analysis
• Coordinate with actuaries, auditors, attorneys, investment advisors, and other fund professionals
• Prepare and present comprehensive plan overviews at trustee and membership meetings
• Fund Administration & Operations
• Maintain overall accountability for the operations of assigned funds, including:
• Eligibility administration
• Pension plan administration
• Health & Welfare plan administration
• Policy renewals and vendor management
• Ensure operations align with plan documents, trust agreements, and trustee directives
• Compliance & Regulatory Oversight
• Ensure compliance with ERISA, Department of Labor (DOL), IRS, and applicable state regulations
• Oversee required filings, disclosures, and regulatory reporting
• Advise trustees on compliance matters, governance standards, and operational risk
• Issue Resolution & Escalation Management
• Manage escalated member issues, ensuring timely, effective resolution with a high level of professionalism
• Resolve complex eligibility, benefit, and plan interpretation issues in coordination with internal teams and fund professionals
• Team Leadership & Meeting Coordination
• Partner with Service Account Managers to:
• Prepare and review trustee and committee meeting books
• Schedule meetings and coordinate logistics
• Develop agendas and presentation materials
• Coordinate with fund professionals to ensure accurate content and effective presentations
  

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

• 5+ years of labor union or multiemployer fund administration experience
• 2+ years of account management experience
• Experience in presenting technical and financial information to trustees and membership
• Solid knowledge of ERISA, DOL regulations, and multiemployer benefit plan operations
• Proven exceptional relationship management and communication skills
• Willing and able to travel 25% +/- depending on business need
• Driver's License and access to reliable transportation
• All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy

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 salary for this role will range from $91,700 to $163,700 annually 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.