Sales Operations Analyst - Albuquerque, NM

Company: UnitedHealth Group ( Learn More )

General Information
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Job Description Position Description: 
Great sales are the result of strong purpose, conviction and pride - pride in your ability and your product. UnitedHealth Group offers a portfolio of products that are greatly improving the life of others. Bring along your passion and do your life's best work.(sm)

Responsible for the daily support of the sales function to minimize the administrative work of producers. Responsibilities include analyzing and reporting sales data, communicating changes to sales plans, providing knowledge about customers and competitors, communicating pricing data, and managing the operational logistics of sales meetings and activities. Works closely with sales and other functional leaders to develop and maintain the operational infrastructure supporting sales recruiting, goal setting, training and onboarding, troubleshooting order processing issues and producer requests, and sales-related information systems and procedures.
Primary Responsibilities:
  • Responsible for the daily support of new business sales teams, including ordering open enrollment materials and directories, assisting with the creation of open enrollment presentations, creating temporary ID cards, and assisting AE’s in meeting sales objectives.
  • Create and customize broker presentations for AE’s.
  • Pull benefit summaries/forms for brokers.
  • Manage Reward Account assignments in SOLARIS / SalesForce. Reporting as needed for Leadership.
  • Manage Broker of Record and agency appointments.
  • Works with Sales & Account Management in fulfilling a liaison role between the health plan and virtual operations teams and offering local sales support.
  • Analyzing and reporting sales data, communicating changes to sales plans, providing knowledge about customers and competitors, communicating pricing data, and managing the operational logistics of sales meetings and activities.
  • Offer support related to major initiatives and miscellaneous projects in health plan.
  • Provide AE phone back up for New Mexico market.
  • Handle Broker walk-in/drop off cases, including checks.
  • Triage / route escalated issues.
  • Coordinate and track broker bonus programs, including reporting with modeling tool.
  • Build and sustain positive relationships with brokers / consultants through direct and indirect communication.
  • Send Thank You and Birthday cards to brokers.
  • Additional responsibilities will be added as needed.
  • Basic, structured, standard approach to work.
  • Provide sales support by presenting Open Enrollment meetings
  • Create market newsletters
  • Create quarterly medical rate cards

  • Requirements:

  • mso-list:l1 level1 lfo1;tab-stops:list .5in">High
    School Diploma / GED or higher
  • mso-list:l1 level1 lfo1;tab-stops:list .5in">Ability to obtain New Mexico / Arizona
    health / life insurance license within 90 days of hire or possess
    health / life insurance license  
  • mso-list:l1 level1 lfo1;tab-stops:list .5in">Microsoft
    PowerPoint experience (ability to create and edit decks)
  • mso-list:l1 level1 lfo1;tab-stops:list .5in">Microsoft
    Excel experience (ability to pivot tables, v look ups, creating, editing,
    filtering, sorting, reporting)                   

  • Preferred

  • mso-list:l0 level1 lfo2;tab-stops:list .5in">Healthcare
    industry experience 
  • mso-list:l0 level1 lfo2;tab-stops:list .5in">AdobePro
  • mso-list:l0 level1 lfo2;tab-stops:list .5in">Sales
    support experience           
  • mso-list:l0 level1 lfo2;tab-stops:list .5in">Working
    knowledge of Prime and solaris systems    

  • Careers
    at UnitedHealthcare Employer & Individual. We all want to make a difference with
    the work we do. Sometimes we're presented with an opportunity to make a
    difference on a scale we couldn't imagine. Here, you get that opportunity every
    day. As a member of one of our elite teams, you'll provide the ideas and
    solutions that help nearly 25 million customers live healthier lives. You'll
    help write the next chapter in the history of health care. And you'll find a
    wealth of open doors and career paths that will take you as far as you want to
    go. Go further. This is your life's best work.SM

    creates a healthier atmosphere: UnitedHealth Group is an Equal Employment
    Opportunity/Affirmative Action employer and all qualified applicants will
    receive consideration for employment without regard to race, color, religion,
    sex, age, national origin, protected veteran status, disability status, sexual
    orientation, gender identity or expression, marital status, genetic
    information, or any other characteristic protected by law.

    is a drug-free workplace. Candidates are required to pass a drug test before
    beginning employment.

    Key words: UnitedHealth Group, UnitedHealth Care, Health care, sales support, administrative

    Job Requirements