Job Description

Your Role

The Individual & Family Plans team manages the sales, distribution and performance for one of Blue Shield’s largest lines of business – providing health insurance for individuals who do not get coverage from an employer sponsored health plan, Medi-Cal or Medicare. The IFP Growth Business Analysis Consultant will report to the IFP Growth & Strategy Leadership Team. In this role you will be responsible for managing the sales performance analytics to help us understand & improve our growth strategies.

Your Work

In this role, you will:

• Provide highly complex analytical support through the analysis and interpretation of data in support of sales and market data while collaborating with cross-functional business operations
• Develop, prepare, and analyze reports with highly complex analysis and data for management review, and presents to various levels of management
• Leaning on data mining & predictive analytics, identify trends related to sales and retention, highlight emerging risks and opportunities - translating them into actionable insights
• Define business requirements and provide analysis to help build tools that increase sales efficacy, improve monitoring of sales and growth campaign performance
• Manage the Business-to-Business relationship for our integrated operations with certain brokerages and enrollment platforms and technologies, including ICHRA vendors. This includes being point for the on-boarding new integrated enrollment partners.
• Provide support to the sales organization for activities such as broker event planning, training, deployment of new tools / technologies and also assisting operations with working day-to-day reports.
• Build executive-level presentations and dashboards to communicate status and KPIs for growth initiatives, along with analysis & recommendations

Your Knowledge and Experience

• Requires a bachelor’s degree or equivalent experience

• Requires at least 7 years of prior relevant experience

• Understanding of direct-to-consumer sales / marketing methodologies, KPIs and measurement best practices (health insurance related preferred)

• Proficient data analysis skills – including practical experience with tools such as Business Objects / SAS / SQL / BI as querying tools / Visual Basic for Application, Python

• Experience deploying technologies and tools to support relevant sales process automation & analysis – such as Microsoft Copilot, Salesforce and/or SharePoint

• Proficient in industry standard reporting tools such as Crystal Reporting and/or Tableau for data visualization and dashboard development