Client relationships
Senior partner to named health-plan and PBM leaders. Source the work, keep expectations current, and stay the contact after the decision.
Twin Cities | UnitedHealth Group and Optum Advisory
Consulting delivery and relationship management in healthcare.
In healthcare since 2013 with health insurance payers, PBMs, and pharmacies. I set scope, timelines, success metrics, and governance with client executives, then coordinate pharmacy, analytics, operations, and digital work through implementation. I maintained 5–6 direct reports for several years and still mentor people from that team as well as others where I can provide value.
Consulting
Client work, delivery, and the teams around it.
The clients were health insurance payers, PBMs, and pharmacies. The seat covered the account, the recommendation, and the implementation that followed.
Delivery
Define scope, timelines, and success metrics, then convert the recommendation into sequenced work across mail, retail pharmacy, and PBM solutions.
Pharmacy and trend
Nearly 40% of solutions in the book related to Pharmacy Actuarial and Trend Management. I qualified when those teams would succeed. I did not own their delivery.
Governance
Coordinate pharmacy, technology, analytics, actuarial, operations, and finance. Surface delivery risk before scale, and keep sponsors aligned on both sides.
Investment decisions
Supported $15M–$60M initiative portfolios inside the Optum Rx Strategy Management Office, including the comparison process leaders used to decide what got funded.
People leadership
Maintained 5–6 direct reports for several years. Still mentors people from that team and others where I can provide value. Uses AI-enabled tooling for documentation, reporting, and decision support.
Roles and projects
What the years since 2013 covered.
2022 – 2026
Optum Rx Client Partner
Business development and strategy lead for named health-plan and PBM accounts. Scope, timelines, success metrics, and the relationship after the decision.
33% client-book growth in year one. 60% year-over-year growth in 2026.
2020 – 2022
Value Realization Program Lead
Associate Director in the Optum Rx Strategy Management Office. Investment decisions across pharmacy, analytics, and operational transformation.
$15M–$60M initiative portfolio. Built the comparison process used to decide what got funded.
Project
AI performance reporting
Sold and managed an AI integration that consolidated inconsistent operational data into a performance narrative clients could use.
Account mix
Pharmacy Actuarial and Trend Management
Nearly 40% of solutions sold into the book. The work was qualifying when those specialist teams would succeed, not owning their delivery.
2018 – 2019
Enterprise Marketing Operations
Print-taxonomy analysis packaged as an investment case and operating playbook, including the Nationwide B2B Experience Center Playbook.
Estimated $50M in digital-conversion savings.
2017 – 2018
Enterprise Risk Management build
Scoped, priced, sold, and delivered a ground-up ERM documentation program. Stress-testing methods and catastrophic-loss scenarios mapped into governance leadership could use.
2016 – 2017
MedicareMadeClear.com
Product owner for the consumer site. Requirements, vendor delivery, testing, and backlog priority from engagement data.
+22% year-over-year email engagement.
2015 – 2016
Revenue reconciliation
Master-data management for client-specific product revenue across Optum businesses. Matching records, survivor records, and primary keys with the development team.
$12B in monthly revenue. 20+ hours a month of analyst time recovered.
2013 – 2014
Retail intake and scheduling
Prioritized 80+ HealthNet medical-management recommendations by cost and impact. With junior peers, delivered an Excel scheduling program that replaced a web tool and stayed in use for years.
Experience
Thirteen years at UnitedHealth Group.
Optum Advisory, 2013 - Present. Consulting delivery across Optum Rx, Optum, and UnitedHealth Group for health insurance payers, PBMs, and pharmacies.
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2022 – 2026
Optum Rx Client Partner · Business Development & Strategy Lead
Senior partner to named health-plan and PBM leaders. Defined scope, timelines, and success metrics, then converted recommendations into action across mail, retail pharmacy, and PBM solutions. Coordinated pharmacy, technology, analytics, actuarial, operations, and finance, and kept sponsors aligned on both the delivery and client sides. Sold and managed an AI integration that consolidated inconsistent operational data into performance reporting. Maintained 5–6 direct reports for several years. Nearly 40% of solutions sold into the book related to Pharmacy Actuarial and Trend Management; the work was qualifying when those teams would succeed, not owning their delivery.
Contributed to 33% client-book growth in year one, incremental annual growth, and 60% year-over-year growth in 2026.
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2020 – 2022
Associate Director · Value Realization Program Lead
Led the enterprise value-realization portfolio inside the Optum Rx Strategy Management Office. Supported investment decisions across $15M–$60M strategic initiatives in pharmacy, analytics, and operational transformation. Stood up the comparison process leaders used to decide what got funded.
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2018 – 2019
Senior Consultant · UHG Enterprise Marketing Operations
Identified an estimated $50M in enterprise digital-conversion savings through print-taxonomy analysis. Packaged the findings as an investment case and operating playbook, including the Nationwide B2B Experience Center Playbook.
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2017 – 2018
Project Lead · Enterprise Risk Management Process Build
Scoped, priced, sold, and delivered a ground-up ERM documentation program — mapping stress-testing methodologies and catastrophic-loss scenarios into governance leadership could actually use. Owned the cycle from thesis to close.
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2016 – 2017
Consultant · Consumer-Facing Digital Product Owner
Owned the product roadmap for MedicareMadeClear.com — requirements, vendor delivery, testing, and experience upgrades. Used engagement data to prioritize the backlog.
+22% year-over-year email engagement.
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2015 – 2016
Senior Analyst · Revenue Reconciliation Process Owner
Owned master-data management against $12B in monthly client-specific product revenue across Optum businesses. Automated reconciliation and recovered 20+ hours per month of analyst time. Partnered with developers and business leads on the MDM ecosystem — matching disparate client records, automating survivor records, and working primary keys.
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2013 – 2014
Analyst · Insurance Retail & Process Optimization
Supported structured prioritization of 80+ HealthNet medical-management recommendations by cost and impact. Improved retail insurance intake through documentation capture and streamlined pre-registration. With junior peers, scoped and delivered an Excel scheduling program that replaced a costly web tool and stayed in use for years.
Education
Bachelor’s Degree in Marketing & Finance
Augsburg University, 2009–2013. Tutor in finance, economics, marketing, and MIS. Augsburg Stewards philanthropy leader. Student-athlete.
Tools I live in
Excel (advanced modeling and automation) · PowerPoint (executive and board narratives) · Power BI, Tableau, Domo · Salesforce · Teams / Copilot
Contact
Open to consulting, delivery, and client-partner roles with health insurance payers, PBMs, and pharmacies.
I live in the Twin Cities. Cancer care is personal context — my father had stomach cancer — not a limit on the roles I will consider.
Email jklochner@gmail.com
Phone 320.761.2925
Location Twin Cities, Minnesota
LinkedIn linkedin.com/in/justin-lochner