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Location: Akron, Ohio
Posted on: November 24
SummaCare is a Summa Health entity that offers health insurance in northern Ohio. As a regional, provider-owned health plan, SummaCare is based in Akron, Ohio, and provides Medicare Advantage, individual and family and commercial insurance plans. SummaCare has one of the highest rated Medicare Advantage plans in the state of Ohio, with a 4 out of 5-Star rating. SummaCare has also been recognized by U.S. News & World Report as being a Best Insurance Company for 2022 Medicare Advantage Plans. Known for its excellent customer service and personalized attention to members, SummaCare is committed to building lasting relationships. Employees can expect competitive pay and benefits.
Assists with compiling and organizing sales data to identify key trends and opportunities for optimization of work and decision making. Provide reporting, conduct basic analysis to gain deeper insights for sales opportunities by maintaining the functional areas of data management, forecasting, leads, dashboards, reports, and ensure the data integrity throughout the Customer Relationship Management (CRM) Salesforce system. Serves as the Salesforce Administrator. Creates metrics to evaluate sales efficiency and productivity and establishes an effective ongoing analysis of sales trends and performance to identify opportunities for increased sales.
Formal Education Required:
a. Bachelor's degree or equivalent combination of education and/or experience which has provided skill in Salesforce/CRM application
a. One (1) year Salesforce/CRM experience.
b. Experience in health insurance sales environment preferred.
Other Skills, Competencies and Qualifications:
a. Software and data entry requirement
i. Proficient with Microsoft Office Products.
ii. Proficient with CRM applications (Salesforce)
b. Ability to communicate instructional and operational information verbally and in written form that may include correspondence, reports, instructional materials, system designs; ability to provide instruction and guidance required to supervise day-to-day departmental operations; ability to interface with internal staff, mid-upper management professionals, general public.
c. Analytical skills to gather, analyze, and interpret data according to standard methods, guides, and procedures (basic accounting, data processing, marketing, technical knowledge required). Skill in proofreading completed work to find and correct errors. Requires excellent attention to detail.
d. Strong PC proficiency
e. Project management skills
f. Knowledge and proficiency with Business Intelligence and Data Visualization applications
g. Ability to understand business requirements and processes and translate them to technical application
h. Self-starter with a proven ability to take ownership of job responsibilities and ensure successful completion of all projects and requests Ability to facilitate cross-functional teams with internal stakeholders.
i. Ability to identify issues and drive them to resolution.
j. Scheduling - Occasional overtime during open enrollment periods, and during community activities or outreach efforts that require work outside of normal business hours.
Level of Physical Demands:
a. Medium: Exerts 20-50 pounds of force occasionally and/or ten to 25 pounds of force frequently, and/or a negligible amount of force continuously to move objects. Medium
b. Hear and speak clearly on the telephone.
c. Sit for prolonged periods.
d. Bend, stoop and stretch.
e. Manual dexterity to operate computer, phone and standard office machines.