Sales Effectiveness Analyst Associate

Position Description:

This position is designed to support Sales initiatives that will drive to achieving Sales membership, revenue, or other related business goals. This position will have a focus on supporting data analytics and reporting across all lines of business, with a secondary focus on streamlining the use of the customer relationship management tool. The individual in this position will build an understanding of the roles and responsibilities of other members of the department in order to support these efforts if called upon. This individual will also need to partner cross-functionally with other departments including Human Resources, Operations, Analytics & Reporting, IT&D and Finance.

Responsibilities and Qualifications:

• Participate in monthly data analytics (medical, dental, vision, and stop loss) activities. Includes: the periodic evaluation of enrollment data to identify trends, support the development of monthly and ad hoc reporting, support review and maintenance of data, and support preparation of monthly reports. This activity may also include work that supports forecast development.
• Support the identification and training of best practices related to the use by the Sales team of the CRM tool. Provide support for the development and upkeep of training materials and participate in training sessions when necessary.
• Participate in annual Sales Plan development activities. Support the development of pre-work including synthesizing quantitative and qualitative data into a snapshot of current market dynamics, track existing sales plan initiatives to support reporting, and support the development of annual plan documentation.
• General Stop Loss administration and support. Will act as a liaison between the Sales Effectiveness department and Avalon.
• Support other members of the department in their duties and responsibilities on an as needed basis.
• Act as a cross-functional liaison between sales and other areas of the company.
• May be asked to represent sales for various corporate initiatives.
• Other duties and responsibilities as needed.

Skills:

• Proficient with business software applications including strong spreadsheet skills (Excel is preferred)

Knowledge:

• A general knowledge of the health insurance marketplace

Experience:

• 1 year experience in insurance, business analysis, sales administration or a related field.
• Experience with Salesforce or other Customer Relationship Management tools is a plus.
• Experience with existing Capital Blue Cross operational systems is a plus.

Education and Certifications:

• Bachelor's degree in business, Marketing or a related field. In lieu of a bachelor's degree, an additional 4 years of relevant work experience is required in addition to the required work experience.

Physical Demands:

• While performing the duties of the job, the employee is frequently required to sit, use hands and fingers, talk, hear, and see.
• The employee must occasionally lift and/or move up to 5 pounds.

About Us: We recognize that work is a part of life, not separate from it, and foster a flexible environment where your health and wellbeing are prioritized. At Capital you will work alongside a caring team of supportive colleagues and be encouraged to volunteer in your community. We value your professional and personal growth by investing heavily in training and continuing education, so you have the tools to do your best as you develop your career. And by doing your best, you’ll help us live our mission of improving the health and well-being of our members and the communities in which they live.