[Remote] Sales Operations Technical Analyst

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