Note: The job is a remote job and is open to candidates in USA. 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.
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
Skills
- 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
- 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.
Company Overview
Wellfleet is an insurance company that provides accident and health insurance. It was founded in 1993, and is headquartered in Springfield, Massachusetts, USA, with a workforce of 201-500 employees. Its website is https://wellfleetinsurance.com.
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