Sales Operations Analyst

Your career starts now. We're looking for the next generation of health care leaders.
At AmeriHealth Caritas, we're passionate about helping people get care, stay well and build healthy communities. As one of the nation's leaders in health care solutions, we offer our associates the opportunity to impact the lives of millions of people through our national footprint of products, services and award-winning programs. AmeriHealth Caritas is seeking talented, passionate individuals to join our team. Together we can build healthier communities. If you want to make a difference, we'd like to hear from you.
Headquartered in Newtown Square, AmeriHealth Caritas is a mission-driven organization with more than 30 years of experience. We deliver comprehensive, outcomes-driven care to those who need it most. We offer integrated managed care products, pharmaceutical benefit management and specialty pharmacy services, behavioral health services, and other administrative services.
Discover more about us at www.amerihealthcaritas.com.
Responsible for the following:

• Develops reports, complex dashboards, and data visualizations to support the Growth and Strategy teams with insight to sales trending, productivity, enrollment/disenrollment, etc.,
• Conducts data analysis and provides insightful reports to support informed decision-making as part of the strategic planning process.
• Migrates existing reports and excel worksheets to Tableau and builds new data sources in Tableau.
• Processes daily, weekly, monthly, and ad hoc reports including Sales Reporting/Dashboard, Membership Trending, Sales Projections, Agent Appointment and Agent Ready to Sell
• Prepares, presents, and distributes data interpretations.
• Develops and maintains data for an Exchange Sales vendor governance dashboard to support effective business management.
• Independently leads operational relationship development and regular check in meetings with external vendors and assess vendor performance to SLAs.
• Gathers and oversees the business requirements for vendor system configuration, testing, and readiness.
• Creates and maintains an agent oversight tracking and reporting tool for audit responses.
• Acts a Subject Matter Expert (SME) for agent appointment, commissions, Electronic Data Exchange (EDE) and Customer Relationship Management (CRM) systems to supports Exchange Sales Operations, FMOs and brokers.
• Documents best practices and educates users on getting the most out of each application as well as new features / enhancements.
• Works with vendors, IS and business areas to resolve system issues.
• Manages all broker appointment onboarding processes for new and existing new Field Marketing Organizations (FMOs), insurance agencies and brokers.
• Manages and maintains broker/agent credential process and systems.
• Point of contact for agent appointment and system access issues
• Researches and resolves inquiries from agent shared email box.
• Oversees day-to-day administration and optimization of the agent appointment system.
• Identifies and investigates trends, issues, and opportunities for improvement.
• Backs up Exchange Sales Ops Lead to complete commission reporting for monthly FMO payment.
• Assists with agent training and training material development.
• Acts as liaison and subject matter expert to internal teams, providing updates for various initiatives.
• Attends seminars, workshops, and conferences to improve on existing job knowledge including insurance license.

Education & Experience:

• 3 to 5 years experience in healthcare\managed care with SQL and data modeling required.
• Bachelor's Degree preferred or equivalent experience.
• Proficient in developing interactive dashboards in Tableau.
• Experience in ad-hoc data analysis, solution design, reporting & dashboard development.
• Understanding and experience with the Exchange program.
• Creating reports and tracking experience.
• Proficient in Microsoft Office and industry related software programs.
• Familiarity with NIPR and agent appointment.
• BI Reporting experience, preferred.
• Ability to work independently and as a member of a team.
• Advanced Excel and PowerPoint skills to include developing and manipulating spreadsheets, building pivot tables, etc.
• Intermediate experience with SQL, Tableau and BI Reporting.
• Experience with CRM, Agent Onboarding & Compensation system configuration and automation, including Flows, Process Builder, Custom Objects, Permissions, Validation Rules, etc.
• Experience integrating 3rd party tools with CRM, including sales, marketing, and finance systems.
• Ability to collaborate, foster alignment, and create a sense of urgency.
• Ability to evaluate the specific business value of prospective new technologies and vendors.
• Time management skills, with ability to plan and execute projects on schedule.

Diversity, Equity, and Inclusion
At Amerihealth Caritas, everyone can feel valued, supported, and comfortable to be themselves. Our commitment to equity means that all associates have a fair opportunity to achieve their full potential. We put these principles into action every day by acting with integrity and respect. We stand together to speak out against injustice and to break down barriers to support a more inclusive and equitable workplace. Celebrating and embracing the diverse thoughts and perspectives that make up our workforce means our company is more vibrant, innovative, and better able to support the people and communities we serve.
We keep our associates happy so they can focus on keeping our members healthy.
Our Comprehensive Benefits Package
Flexible work solutions including remote options, hybrid work schedules, Competitive pay, Paid time off including holidays and volunteer events, Health insurance coverage for you and your dependents on Day 1, 401(k) Tuition reimbursement and more.