Responsible for the Sales department Sales analysis needs and reports used for sales activity, enrollment processing and tracking. Assisting with Sales, including Sales events when required. Provide comprehensive data and analysis for the approved covered service area. Utilize membership and population data to analyze and identify opportunities for enrollment marketing and targeted community-based event strategies, along with retention efforts. Perform various statistical and/or financial analyses for the Medicare Marketing department.
Maintain enrollment and tracking system utilizing CMS database and internal processes to ensure timely and accurate processing of membership applications.
Broker Commissions analysis and resolution with Compliance Department
Assist with Field Sales, broker relations
Collect and manage the compilation of all data to analyze market population demographics and membership trends by zip code.
Collect, coordinate and prepare documents such as Sales Productivity Report, Enrollment Application Report, commission calculations and submission, etc. and provide analysis on implications of data for management.
Produce reports as needed which involves compiling data from different existing reports.
May collaborate with Compliance and Medical Management to analyze disenrollment trends.
Regularly communicate with the marketing management team to understand plan and regional environments and incorporate this into analysis.
Responsible for all CMS required tracking for community-based marketing such as events, health fairs, etc.
Responsible for ensuring member and provider compliance with marketing rules and regulations as dictated by law, regulations, and departmental policies and procedures
Work on special projects to identify internal and external trends that may influence and/or predict unusual marketing and enrollment activity.
Evaluate current data needs and establish a set of key management reports.
Enhance and refine core ongoing reports.
Work on other special projects as needed.
Act as SalesForce.com liaison between plan and the health plan ensuring data is updated and relevant for reporting and tracking purposes, impacting overall marketing activities.
Ensure all enrollment forms are processed and submitted to the enrollment department and CMS, preparing all enrollment communication and back-up paperwork.
Follow CHRISTUS guidelines related to the Health Insurance Portability and Accountability Act (HIPAA) designed to prevent or detect unauthorized disclosure of Protected Health Information (PHI)
Other duties as assigned
Proficient in PowerPoint and Excel
Analytics ability to organize and prioritize work to meet deadlines
Good judgment, initiative and problem solving abilities
Ability to handle and resolve complex issues with little assistance
Excellent communication skills both verbal and written
Must be able to travel up to 10% including around and within driving distance, as well to other areas
Excellent written and oral communication skills, analytical and problems-solving skills, and interpersonal and teaming skills
Systematic Problem Solving:Able to apply systems thinking to generate solutions; focus on process rather than isolated events; obtain multiple assessments of a situation and be systematic in identifying trouble spots; use tools to define problems; evaluate alternative solutions.
Related Marketing experience, including high level of expertise with health insurance statistical analysis
Proficiency in Microsoft Office products including Excel, Access, and PowerPoint
Experience developing and maintaining database systems tracking sales activity
CHRISTUS HEALTH is an international Catholic, faith-based, not-for-profit health system comprised of almost more than 600 services and facilities, including more than 60 hospitals and long-term care facilities, 350 clinics and outpatient centers, and dozens of other health ministries and ventures. CHRISTUS operates in 6 U.S. states, Colombia, Chile and 6 states in Mexico. To support our health care ministry, CHRISTUS Health employs approximately 45,000 Associates and has more than 15,000 physicians on medical staffs who provide care and support for patients. CHRISTUS Health is listed among the top ten largest Catholic health systems in the United States.