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Principal Analyst, Sales Operations

4 months ago

Minneapolis, United States HealthPartners Full time

Job DescriptionHealthPartners is currently hiring for a Principal Sales Operations Analyst. The position has primary accountability for designing, building the desktop systems to enable, and coordinating the HealthPartners broker bonus programs, FMO override programs, sales incentive programs, execution of regular audit sampling, reporting on results, and leverage of data in the review of processes for accuracy and integrity. In addition, the position provides insights and recommendation related to distribution channel use, strategy, and performance. The analyst serves as the project coordinator and business owner in lieu of the Director or manager, mentor and resource for other staff in department process and technology efforts as needed. The position provides these services to our multiple service areas including ND, SD, MN, IA, IL, and WI.Required Qualifications: Bachelor's degree in Business, Finance, Accounting or related field. Seven years or more experience in a healthcare and/or sales setting. Knowledge and understanding of the role of brokers in the distribution and service of health products. Proficient with Microsoft Office products (Word, Excel). Ability to manage multiple assignments and tight timelines. Collaborative work orientation and collegial working relationships. Ability to work in a fast paced, customer service environment. Ability to work well as part of a team. Ability to maintain confidentiality and handle sensitive and confidential information. Execution of a non-competition agreement upon hire.Preferred Qualifications: Strong knowledge of HealthPartners' and affiliate company operations. Advance degree in business or related field and/or industry recognized certifications Previous experience working with the brokerage community. Prior experience in team environment. Prior health insurance and/or sales experience. Experience in a trainer role, formally supervision of staff, or project lead/coaching.Accountabilities: Works closely with the Private Health Solutions Team, Individual & Senior Sales Team, Public Sector Health Solutions Team, HPUPH Health Solutions Team, NE Wisconsin Sales Team, Special Government Accounts, and the National Accounts Health Solutions Team to facilitate documentation, calculation payment and reporting of sales incentives and sales awards. Works closely with the Private Health Solutions Team, HPUPH Health Solutions Team, NE Wisconsin Sales Team, and the Broker Administration team to facilitate documentation, calculation, payment and reporting of broker bonus, and FMO overrides including but not limited to: HealthPartners Collaborative Solutions Partner Program (CSP). HealthPartners Agency Awards Program (HARP). FMO Overrides Provide monthly Cache manual adjustment reports to Broker Administration Team to enter payment adjustments and audits Cache manual adjustment quarterly. Audits Cache commission/service fee payments bi-monthly. Partners with sales in the Scope of Appointment (SOA) quarterly audits. Create, build tracking and sampling methodology, and administer other identified areas of audit interest, including monthly SOC 2 Audit on Broker Portal Super Admin Security Activities. Processes 5500 reporting requests. Guide and inform management on best practices regarding incentive and bonus plans. Develop and deploy with management best practices for auditing performance results and records retention. Create and maintain analytical forecasting models for budgeting, accrual, and payout purposes in support of both sales incentives and bonus plans. Design, develop, and/or maintain desktop systems that disrupt material funds based on activities and or performance i.e. override payment systems driven off base service fee payments. Act as an internal BSA to provide business/system requirements and partner with the IT project teams to deliver the technical solutions, including business/technical requirement reviews and sign-off, enhancement prioritization, user acceptance testing, production deployment sign-offs, and post production checkouts. Provide additional insights into the Broker distribution channel by taking large quantities of data and putting it into actionable reports and metrics, including Medicare Certifications and Broker Licensing reports for MN/Western WI region and CARS Agency Agreement (Standard vs. Limited) maintenance. Follows HealthPartners' procedures, documents, reports progress as directed, and supplies team with information necessary to function properly. Maintains and improves broker relationships. Works with the Private Health Solutions Team, Individual & Senior Sales Team, Public Sector Health Solutions Team, HPUPH Health Solutions Team, NE Wisconsin Sales Team, Special Government Accounts, and the National Accounts Health Solutions Team to coordinate handling of critical issues. Coordinates decisions regarding broker administration with areas of expertise to include, but are not limited to: Accounts Payable Finance Legal IS & T Sales & Marketing Will be responsible for managing small to mid-sized projects. Provides back-up support for the Manager and Director. Other tasks as assigned.About UsAt HealthPartners we believe in the power of good - good deeds and good people working together. As part of our team, you'll find an inclusive environment that encourages new ways of thinking, celebrates differences, and recognizes hard work.We're a nonprofit, integrated health care organization, providing health insurance in six states and high-quality care at more than 90 locations, including hospitals and clinics in Minnesota and Wisconsin. We bring together research and education through HealthPartners Institute, training medical professionals across the region and conducting innovative research that improve lives around the world.At HealthPartners, everyone is welcome, included and valued. We're working together to increase diversity and inclusion in our workplace, advance health equity in care and coverage, and partner with the community as advocates for change.Join us and become a partner for good, helping to improve the health and well-being of our patients, members and the communities we serve.We are an Equal Opportunity Employer and do not discriminate against any employee or applicant because of race, color, sex, age, national origin, religion, sexual orientation, gender identify, status as a veteran and basis of disability or any other federal, state or local protected class.