• Supervisas y motivas a los asesores de llamadas para asegurar que estén cumpliendo con los objetivos de renovación, ofreciendo capacitación continua y apoyo para mejorar sus habilidades de comunicación y ventas. • Desarrollas y ejecutas estrategias efectivas para la renovación de los clientes, basadas en el análisis de datos y feedback de clientes. • Aseguras las interacciones de los gestores con los clientes sean de alta calidad, evaluando las llamadas y proporcionando retroalimentación para mejorar la experiencia del cliente y aumentar las tasas de renovación. • Trabajas de la mano con el área de onboarding y experiencia para asegurar que los clientes continúen en la compañía. • Manejas problemas complejos o escalados que los gestores no puedan resolver, y encontrar soluciones efectivas para mantener al cliente en la compañía. • Implementas programas de capacitación y desarrollo para mejorar las habilidades de los asesores, enfocándose en técnicas de venta, manejo de objeciones y servicio al cliente. • Garantizas la gestión de las cohortes que presentan oportunidad tanto en recaudo como en clientes para las instancias de renovaciones.

Title: Senior Manager – Portfolio Investment Strategist Location: Minneapolis, Minnesota Full time Hybrid Job Description: About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Job Description The Senior Manager – Portfolio Investment Strategist is responsible for assisting financial advisors with the design and implementation of sophisticated investment strategies for high-net-worth clients with $10M+ in investable assets. Working in close partnership with senior investment strategists and planning specialists, this role focuses on moderate-complexity client cases while supporting more high-complexity engagements as needed. The position is highly visible, research- and sales-driven, and plays a critical role in delivering an exceptional advisor and client experience by leveraging investment capabilities across the enterprise. We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process. Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). Key Responsibilities - Collaborate with senior investment strategists, planning strategists, paraplanners, analysts, and case managers to assess advisor and client needs and develop integrated investment strategies for high net-worth clients. - Prepare high-quality investment materials and participate in advisor and client meetings, supporting both moderate- and high-complexity client cases. - Partner with cross-organizational teams and affiliates – including wealth management sales teams, insurance, banking & cash solutions, and trust partners – to deliver coordinated solutions aligned to client objectives. - Contribute subject matter expertise to initiatives and projects supporting the high-net-worth client segment and Advanced Wealth Planning & Consulting (AWPC) business. - Support marketing and business development efforts to strengthen advisor engagement and build the AWPC sales pipeline. Required Qualifications - Education - Bachelor’s degree or equivalent combination of education and relevant work experience required. - Experience - 5–7+ years of financial services experience, including direct experience supporting financial advisors and working with high-net-worth clients. - Demonstrated experience assessing client needs, developing investment strategies, and delivering actionable recommendations. - Licenses & Registrations - Active or ability to obtain required FINRA registrations, including Series 7 and Series 63/66; Series 24 where applicable based on role responsibilities. - Technical & Professional Skills - Working knowledge of advanced investment strategies and wealth management solutions, including capital markets, managed accounts, and alternative investments. - Moderate understanding of comprehensive financial planning concepts, including estate/legacy, retirement, business, and tax planning strategies. - Strong written and verbal communication skills with the ability to present complex concepts clearly to advisors and clients. - Proficiency in Microsoft PowerPoint, Excel, and Word; ability to manage and prioritize multiple client cases simultaneously. Preferred Qualifications - Master’s degree in finance, economics, business, or a related field. - Professional designations such as CFA, CFP®, or CIMA®. - Experience with industry and planning tools such as MoneyGuide/Wealth Studios, Thomson One, and Morningstar Direct. - Prior experience supporting advanced wealth planning initiatives or consulting-based investment strategy roles within a high-net-worth client segment. Base Pay Salary The estimated base salary for this role is $114,500 - $157,400 / year. We have a pay-for- performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AFG Ameriprise Franchise Group Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

• Customize program elements to meet the needs of assigned prescribing physicians • Review patient status and assist the prescribing physician to complete patient enrolment, prepare payer forms • Identify obstacles to obtaining coverage and channel this information to the Program Manager • Develop strong working relationships with physicians and physician office staff, providing additional office support • Proactively provide assistance to resolve issues with regards to assigned physicians • Provide training to physicians and clinics on program and new initiatives approved by the manufacturer • Acts as a liaison and provide ongoing feedback to the Program Manager • Complete all relevant reports as per specified timelines and as per required standards • Welcome each patient to the program and capture required patient information • Provide reimbursement payer guidelines to patients and physicians • Ensure patient services are coordinated and tracked, resulting in expedited access to therapy • Coordinate private and public coverage activity between patient, physician and insurers • Confirm outcome of reimbursement navigation with the patient • Assist patient with pharmacy selection and coordinate drug delivery • Report Adverse Events / Severe Adverse Events following program Standard Operating Procedures • Assist in training and development of new Field Case Managers as needed • Maintain communication with Program Manager, physicians, physician office staff, client representatives, patients, and nursing team as required.

Title: Care Management Manager, Remote in Ada or Canyon County Location: Boise United States Requisition number: 2353230 Job category: Medical & Clinical Operations Primary location: Boise, ID Overtime status: Exempt Travel: No Job Description: 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. This is a fast-paced working environment that requires the ability to multitask with attention to detail and excellent organizational skills. If you live in Ada or Canyon County, Idado, you'll enjoy the flexibility to work remotely* as you take on some tough challenges. Primary Responsibilities: - Selects, manages, develops, mentors and supports staff in designated department and region - Develops clear goals and objectives for performance management and effectively communicates expectations, and holds the team accountable for results - In order to meet the unique needs of our members, have an intimate understanding of the relevant contractual requirements - Identify, select, structure, and prioritize process improvement projects, ultimately implementing changes to meet program requirements - Ensures standardized execution of workflow processes, including conducting performance audits, quality reviews, and compliance adherence - Works collaboratively with other Health Services Department team members to ensure consistency, support and member outcomes - Acts as a regional interface with other departments to coordinate workflow processes and implementation plans - Participates in training and coaching of direct reports - Conducts a minimum of bi-annual field visits with direct reports to observe, provide areas of teaching, address issues and concerns and foster a good working relationship - Collaborates across Optum and UHG and interacts with Medical Directors, Site Directors, Senior Leaders, Network, Marketing, Account Management, Quality, Product, and other stakeholders - Review and disseminate report inpatient census report for NF case 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: - Current and unrestricted Idaho license as one of the following: - RN/LPN - PA - LCSW, LMSW, LSW - 3+ years of experience in case management within the healthcare industry - Intermediate skills with MS office including Word, Excel, PowerPoint and Outlook with proficient ability to navigate in a Windows environment - Intermediate experience presenting to leadership and management - 1+ year's experience analyzing and making recommendations for process improvement - Live in Ada or Canyon County, ID Preferred Qualifications: - 2+ years Demonstrated Management experience with responsibility for team performance management - Certified Case Manager (CCM) - 3+ years of case management leadership experience within a healthcare industry - Demonstrated experience / additional training or certifications in care in rural settings homelessness, food insecurity, behavioral health, co-occurring conditions, IDD, Person Centered Care, Motivational Interviewing, Stages of Change, Trauma-Informed Care, - Background in managed care - Bilingual - Spanish/English or other language specific to market and region - 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.