Education: Bachelor's degree
Experience: 3+ years
- 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
- 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
- Salesforce experience beyond core
requirements - Experience supporting healthcare claims operations or a Claims Department workflow
- 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
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