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Retail Sales Operations Analyst

Remote / Online - Candidates ideally in
Newtown, Delaware County, Pennsylvania, 19073, USA
Listing for: AmeriHealth Caritas
Remote/Work from Home position
Listed on 2026-07-11
Job specializations:
  • Business
    Business Intelligence, Business Analyst, CRM System, Business Systems/ Tech Analyst
Job Description & How to Apply Below
** Role Overview:
** 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.

** Work Arrangement:*
* + Fully remote position with the flexibility to work from anywhere within the United States.

+ 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.

** 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.

*
* Education & Experience:

*
* + 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 Pivot Tables, 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.

** Skills & Abilities:*
* + Strong analytical and problem-solving skills with the ability to interpret complex data and…
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