Retail Sales Ops Analyst

Amerihealth Caritas•,

4d•Remote

About The Position

The Retail Sales Operations Analyst serves as a key business partner supporting the Affordable Care Act (ACA) Exchange/Marketplace and Medicare sales operations through reporting, analytics, system administration, vendor management, and broker support. This is a fully remote position with the flexibility to work from anywhere within the United States. The standard work schedule aligns with Eastern Time (EST) business hours. Reliable high-speed internet is required to support daily job responsibilities, with a minimum of 50 Mbps download and 5 Mbps upload speeds. Remote associates in states where reimbursement is required by law, regulation, or contract may be eligible for reimbursement for internet service.

Requirements

Bachelor’s degree or an equivalent combination of education and experience.
3 to 5 years of experience in healthcare, managed care, insurance, sales operations, business intelligence, or a related analytical role.
Experience developing and maintaining Tableau dashboards, reports, and data visualizations, data modeling, and business intelligence reporting tools.
Advanced Microsoft Excel and PowerPoint skills, including PivotTables, formulas, data manipulation, reporting, and the ability to create professional executive-level presentations.
Experience in ACA Marketplace/Exchange products, enrollment processes, and distribution channels.
Creating operational reports, performance tracking tools, and business metrics.
Familiarity with NIPR, agent appointment processes, licensing, credentialing, and broker onboarding.
Experience with CRM platforms and agent onboarding or compensation systems, including system configuration and automation.
Experience supporting vendor management, governance reporting, and operational performance monitoring.
Strong analytical and problem-solving skills with the ability to interpret complex data and identify business opportunities.
Ability to translate data into meaningful insights and recommendations for stakeholders.
Strong project management and organizational skills with the ability to manage multiple priorities and deadlines.
Excellent verbal and written communication skills, including presenting data to leadership and business partners.
Ability to work independently while collaborating effectively across cross-functional teams.
Strong attention to detail and commitment to data accuracy and quality.
Ability to build relationships with vendors, brokers, FMOs, and internal stakeholders.
Knowledge of healthcare sales operations, Exchange programs, agent appointment processes, and broker support functions.
Ability to evaluate business needs, identify process improvements, and support technology-driven solutions.
Strong time management skills with the ability to manage projects, deliverables, and reporting schedules in a fast-paced environment.

Responsibilities

Manage onboarding and appointment processes for brokers, insurance agencies, and Field Marketing Organizations (FMOs).
Oversee agent credentialing processes and maintain associated systems and databases.
Serve as the primary point of contact for agent appointment, credentialing, and system access issues.
Develop, maintain, and enhance reports, dashboards, and data visualizations to support Growth, Strategy, and Sales Operations initiatives.
Produce and distribute daily, weekly, monthly, and ad hoc reports, including sales dashboards, agent appointment tracking, and Ready-to-Sell reporting.
Prepare, present, and communicate data findings and recommendations to business leaders and stakeholders.
Develop and maintain vendor governance reporting and dashboards to measure operational performance and support decision-making.
Independently manage vendor relationships, facilitate recurring business reviews, and monitor adherence to service level agreements (SLAs).
Gather, document, and oversee business requirements related to vendor system configurations, testing, and implementation activities.
Create and maintain audit tracking tools and reporting mechanisms to support agent oversight and compliance activities.
Serve as a subject matter expert (SME) for agent appointment systems, commission processes, Electronic Data Exchange (EDE), Customer Relationship Management (CRM) platforms, and Exchange sales operations.
Document business processes, best practices, and user guides while providing training and support on new system enhancements and features.
Partner with vendors, Information Systems, and business stakeholders to troubleshoot and resolve system-related issues.
Research and respond to broker and agent inquiries received through shared mailboxes.
Monitor, maintain, and optimize agent appointment and sales support systems.
Identify trends, operational challenges, and opportunities to improve processes and system performance.
Assist with agent training programs and the development of training materials.
Act as a liaison between Sales Operations, Growth, Compliance, Technology, and external partners to support strategic initiatives.