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Senior Sales Operations Administrator

2 months ago

Troy, United States Health Alliance Plan of Michigan Full time

General Summary

Develops and administers several projects, which facilitate process improvements, and increases operational effectiveness between Sales and intra-departments. Collaborates with Sales teams, Management and external vendors to ensure corporate compliance with Federal and State mandates. Partners with Sales Management to develop and deliver sales training as needed. Conduct operational training for new hires. Responsible for oversight of departmental timekeeping matters.

Responsible for coordinating the sales incentive process and compiling the data for incentive reporting. Ensures data is accurate to submit to finance. Coordinates and oversees communications to employer groups for collection of data, or dissemination of vital group information, such as CMS group size requests, SSN data, and MLR rebates.

Responsible for securing all group data (rates, product, class, etc.) and accurately completes & submits the employer group setup (new business and renewal) in Pega and Salesforce. Ensures data has been correctly loaded into Facets and collaborate with the appropriate Sales staff member to resolve all group service and maintenance issues. Facilitates group set-up and trouble-shooting between HAP and other ancillary carriers (e.g. Delta Dental).

Effectively serves as the Subject Matter Expert (SME) to assist all Sales Units with meeting their operational and membership goals and objectives, including completing RFPs and other assigned tasks. Assists Sales leadership with budget reconciliation and reporting.

Principle Duties And Responsibilities

Assists with and/or leads projects or phases of large projects to a successful conclusion. Plans and schedules user training related to the project's implementation. Documents and communicates process models, project scope, deliverables and commitments. Monitors progress, change control, issue resolution. Manages scope change, issue resolution, and negotiate change in deliverables. Ensures appropriate documentation for user manuals, training materials. Provides feedback to line manager on team member performance. Provides post implementation support. Monitors and tracks new sales and renewal groups through the Sales department workflow tool from the quoting process to the sold and/or renewed status. Completes the employer group set-up with all detailed information about the group (new business/renewal) including but not limited to class, product and sub-group for loading into Facets. Researches and resolves all Facets/group related data issues including but not limited to rates, product, class, subgroup and other group demographic data (group address, contacts, producers, consultants, phone numbers, etc.). Partners and consults with Sales Management to identify and develop on-going training needs. Evaluates, identifies, develops and implements departmental processes and procedures to optimize operational effectiveness and to comply with Federal and State mandates. The evaluation and identification should include deliverables and expectations of the sales teams. Coordinates and completes all RFPs in a timely manner by leveraging the RFP process. Facilitates appropriate meetings to ensure all departmental SMEs provide accurate information. Escalates issues to management to ensure all deadlines are met. Maintains and updates the RFP database. Assists Sales team members with understanding and resolving operational issues resulting from newly implemented Sales Operations policies/procedures, new products, and/or Federal/State mandated items. Resolves and troubleshoots interdepartmental operational issues and recommend updated or new policies/procedures to address any issues/concerns. Provides the technical team updated departmental information and relevant materials, which need to be on internal/external sites. Coordinates the updating/posting of sales materials on our external HAP portals.

Education/Experience Required

Associates Degree in Sales, Marketing, Accounting, Finance, Business Administration or Behavioral Sciences. Relevant work experience of at least six (6) years may be considered in lieu of educational requirements. Minimum of five (5) years of diverse and progressive experience in the area of Account Management, Sales and Service. Minimum of three (3) years of experience with group health benefits. Experience in all public speaking arenas with diverse audiences. Minimum of five (5) years of experience in multiple product lines, i.e., HMO, PPO, POS, CDHP, and funding levels, i.e., fully insured & self-funding preferred. Knowledge of Underwriting and Rating preferred. Superior organizational and planning skills including managing multiple projects and business tasks, training and educating people of diverse backgrounds. Experience in building and maintaining relationships with all levels of people in an organization. Excellent verbal, written, presentation and communication skills. Excellent interpersonal skills and decision-making skills to function in an autonomous manner in a rapidly changing environment. Excellent time management skills to coordinate a high volume of activities. High energy, strong leadership, analytical, project planning and staff motivation/coordination skills to enable efficient, timely task completion of deliverables that exceed expectations. Proficiency in using workflow applications such as Pega, Facets, Salesforce and Microsoft Office software programs. Excellent problem-solving skills. Understanding of managed care, insurance products, alternative delivery systems to include indemnity, PPO, POS, HMO and self-funding programs. Knowledge of laws affecting the delivery of health care benefits and services to the employer group market. Ability to work evenings and weekends if necessary.

Additional Information

Organization: HAP (Health Alliance Plan)

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