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Wellfleet · 2 weeks ago

Sales Operations Technical Analyst

United States

Full-time

Remote

Entry Level

$50K/yr - $60K/yr

1+ years exp

Wellfleet, a Berkshire Hathaway company, delivers customer-centric accident and health insurance. The Sales Operations Technical Analyst will support the sales team by onboarding new clients and ensuring the proper configuration of client-facing applications.

Employee BenefitsHealth CareInsuranceInsurTechLife Insurance

Hiring Manager

Katara Slater

Responsibilities

Configure Wellfleet’s external client-facing websites and applications to support the waive/enroll/member experience for Student Health Insurance Plans and Special Risk Plans

Oversight of onboarding and offboarding internal users and clients within company platform

Support internal stakeholders with satisfying regulatory and filing requirements

Complete system enhancement requests and perform functional acceptance testing of IT code

Provide technical assistance and support to end users and troubleshooting system issues within the user platform

Collaborate with members of the IT and Development teams to resolve complex technical issues

Manage the shared BIT email box including monitoring and execution of support requests

Collaborate on meetings with Sales Operations, Client Relationship Managers, Enrollment staff, brokers, and school administrators to review enrollment guidelines and landing page configurations

Identify areas for process improvement, and at times lead process improvement efforts

Develop process guidelines to document existing or newly developed workflows

Act as a liaison between Sales Operations and IT to convey process optimization opportunities and ensure these are executed upon

Collaborate regularly with members of the IT Department to ensure efficient execution, communication, and effective dissemination of information around system/process changes and enhancements to internal stakeholders

Understand the target vision and communicate that vision to stakeholders

Collaborate with Business Analysts to help clarify questions that engineers may have on requirements, as needed

Cross train and serve as backup to Sales Operations Specialist with RFPs, Proposals, Sales mailbox, and other tasks as needed

Perform other duties as assigned

Qualification

System AdministrationHealth Insurance KnowledgeDigital Platform ProficiencyAnalytical SkillsMS Office SuiteCommunication SkillsProblem-SolvingAttention to DetailTime ManagementTeam Collaboration

Required

Bachelor's degree in business, Business Systems, or a related field

Basic understanding of health insurance terminology, health insurance policies and brochures

Proficiency in using digital platforms and various digital tools, along with the ability to troubleshoot issues and adapt to new applications and internal company systems

Excellent analytical skills, with the ability to effectively identify, communicate, and address potential issues

Outstanding attention to detail with the ability to problem-solve, conduct thorough research and provide issue resolutions

Excellent verbal and written communication skills

Ability to maintain professionalism, composure and diplomacy while working with internal departments and external vendors, under demanding or challenging situations

Demonstrated ability to efficiently manage multiple assignments and prioritize tasks in a fast-paced environment to meet deadlines

Ability to work independently and contribute collaboratively within the department and across the organization

Proficiency in MS Office Suite, specifically Word, Excel, PowerPoint and Outlook

Preferred

1+ years of Student Health Insurance experience

Benefits

Life, health and dental, vision, 401K retirement plan, short- and long-term disability coverage, flexible/dependent care spending account, tuition reimbursement, and business casual dress.