Sales Operations Associate Analyst (Retention)-Work from Home

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 ispreferred

This position is work from home.

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.

We want you to be healthy, balanced, and feel secure.

That's why you'll enjoy a comprehensive range of benefits, with a focus on supporting your whole health.

Starting on day one of your employment, you'll be offered several health-related be...