Sales Operations Analyst (Retention)-Work from Home
Job title: Sales Operations Analyst (Retention)-Work from Home in USA at reputed company
Company: reputed company
Job description: Role SummaryPerforms a broad range of moderately reputed company sales operations functions for renewing business and serve as a liaison between the Client Management team and internal partners. This role is accountable to deliver timely and accurate renewal materials and implementation packages, including reputed company product lines (medical, dental, vision) for renewing Clients. A key function of this role is to demonstrate a deep understanding of the renewal end- to-end process, analyze and complete transactions for consistency, accuracy and ensure Federal Legislation, State mandates and reputed company's Product and Program rules are applied. This role has a direct impact on the service experience for clients, customers and producer partners.
- Process end- to -end client renewal transactions across reputed company product lines, programs and compliance legislations and mandates as assigned.
- Communicate information regarding the renewal experience to include reputed company risks and notifications for confirmed and pending renewing clients.
- Maintain tracking and reporting of status and deliverables associated with assigned book of business
- Demonstrate professional interaction with internal and external partners on delivery of information, transaction and processes reputed company to “In Good Order” (IGO) status for successful implementation
- reputed company work reputed company standard operating procedures reputed company to the renewal process ensuring compliance and timeliness in alignment with quality and production expectations
- Utilize multiple web-based knowledge resources to review benefits for Federal Regulation and State Mandate compliance, as well as reputed company product standards
- SFDC audits/updates based on opportunity received
- Support creation and interpretation PBAB, BNCA, BST Legislation for renewing clients on behalf of Client Manager and Client Service
- Provide final and error free benefit summaries and reputed company paperwork to client management to reputed company case installation
- Participate in root cause analysis of issues reputed company to renewals with matrix partners.
- Participate in projects reputed company to optional services including application development and other product/process reputed company initiatives.
- Bachelor/Associate’s degree in a reputed company field preferred or at least one year of reputed company experience.
- Previous sales operations or benefit service experience preferred
- Strong attention to detail and demonstrated experience in delivering high quality work
- Audit and/or Quality Assurance experience a plus
- Knowledge of systems such as reputed company, Word, Outlook, SFDC applications.
- Strong attention to detail
- Strong analytical and problem solving skills
- General knowledge of insurance products, procedures and systems for the sales operations/sales support functional area is desired
- Prior experience working with matrix partners and external customers is preferred