Role Summary:
Performs a broad range of complex sales support administration functions for capacity workflow queue, projects and task for the Operation Analyst and lead team. Contributes to processes that improve the operational efficiency for sales renewals. Audits inquiries and requests on client renewals to share status with the retention analyst by market. Contributes workflow process preparation determine distribution (NIGO/IGO). Completes review products details and provides status of missing information from client managers. Works closely with leadership to prioritize work queue, workflow and case assignment based on data received.
Role Responsibilities:
Operations Administration support of high volume triage renewal updates from client management
Analyze scrubbing inventory, case assignments for duplicates requests
Accept and track work requests from sales offices identifying and mitigating risks in the timeline
Auditing Sales Operations emails from the inbox and triaging information to appropriate analyst
Triaging emails Client Renewals and questions from Implementation and routing to appropriate analyst
Scrub all data received – Email Assignment and Client assignment folders
Alerting Sales Operations Analyst/Leadership IGO’s/NIGO’s in Blue Print daily
SFDC audits/updates based on opportunity received from manager
DES spread sheet validated/audited for customer experience and support of markets
Support execution of face sheets and peak periods
Cigna for Employers, VBE, Pre-Enrollment, Face Sheet deployment in peak periods
Provide data to administrative team for open enrollment kits/zip files based on products sold
Maintenance Mailboxes/Share drives/Client Files
Position Requirements
Bachelor/Associate’s degree in a related field preferred or at least one year of related experience.
Strong attention to detail; Audit and/or Quality Assurance experience
Knowledge of systems such as Excel, Word, Outlook, SFDC applications.
Strong attention to detail
Strong analytical and problem solving skills
Prior experience working with matrix partners and external customers is preferred
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
For this position, we anticipate offering an hourly rate of 24 – 36 USD / hourly, depending on relevant factors, including experience and geographic location.
This role is also anticipated to be eligible to participate in an annual bonus plan.