As a Salesforce Analyst, you will play a critical role in supporting the Claims Department by ensuring the effective use of Salesforce for case management and operational reporting.
Key responsibilities include:
- Providing analysis and administrative support for the Salesforce case management tool within the Claims Department
- Triage new Salesforce cases and route or reroute them to appropriate staff or queues
- Coordinating Salesforce tool administration and managing case inventory under manager direction
- Monitoring case age and performing case updates within Salesforce to maintain data quality
- Tracking, trending, analyzing, and reporting on Salesforce case activity and operational metrics
- Supporting the preparation of case activity and production reports for management review
- Collaborating with the Salesforce IT team to develop and refine operational reports and dashboards
- Assisting with Salesforce training needs for department staff
- Making recommendations to improve the Salesforce application to increase efficiency and quality
- Performing other duties as assigned by management
RequirementsRequired Qualifications:- Bachelor's degree
- Minimum 3 years of health plan experience using a CRM tool
- Experience with Salesforce case management and queue routing
- Experience triaging and prioritizing work in a high-volume case environment
- Proficiency creating and maintaining Salesforce reports and dashboards for operational metrics (such as trends and case aging)
- Experience performing Salesforce case updates and maintaining CRM data quality
- Proficiency with Microsoft Office
- Experience collaborating with IT and operations stakeholders to support or improve a CRM/case management tool
Preferred Qualifications:- Salesforce experience beyond core requirements
- Experience supporting healthcare claims operations or a Claims Department workflow
Benefits- Comprehensive Medical Plan Covering Medical, Dental, Vision
- Short Term and Long-Term Disability Coverage
- 401(k) Plan with Company match
- Life Insurance
- Vacation Time, Sick Leave, Paid Holidays
- Paid Paternity and Maternity Leave
