Renewal & Reporting Operations Lead

CVS Health; Iowa (LA); Hybrid; USD 54,000 - 159,000; Full time

Benefits offered by this job

Bonus eligibility

Comprehensive benefits package

Job summary

CVS Health is seeking a Renewal and Reporting Team Lead to oversee renewal processes, reporting programs, and Salesforce case management. You will guide day-to-day workflows, manage complex cases, and coordinate with Client Management to ensure timely renewal execution.

The role emphasizes process improvement, training and coaching, and stakeholder collaboration to strengthen efficiency and outcomes in a fast-paced health-insurance environment.

Qualifications

• 5 to 7 years of reporting experience.
• 3 to 5 years of experience working with Salesforce and the insurance renewal process.
• 3 to 5 years of health insurance group benefits experience.

Responsibilities

• Facilitate and oversee execution of renewal processes, reporting-related programs, and operational workflows to ensure successful delivery.
• Lead daily case call discussions and review complex Salesforce cases to support timely resolution and consistent execution.
• Serve as a primary point of contact for Client Management throughout the renewal process, maintaining strong and effective working relationships.
• Coach and guide team members through training, education, and day-to-day support to strengthen adoption of renewal processes and case request workflows.
• Partner with internal and external stakeholders to gather requirements, assess operational needs, identify risks, and support mitigation planning.
• Provide regular status updates, address operational concerns, and elevate issues as needed to support timely resolution.
• Identify, recommend, and help implement process improvements and best practices that strengthen efficiency, quality, and team scalability.
• Lead and support small internal team initiatives, including but not limited to process improvements, workflow enhancements, reporting refinements, and operational changes that improve Renewal and Reporting team effectiveness, consistency, and scalability.
• Provide leadership, mentorship, and workflow direction to support a collaborative and high-performing team environment.

Skills

Renewal operations experience

Salesforce experience

Health insurance knowledge

Leadership / mentorship

Problem-solving

Education

Bachelor's degree

Tools

Salesforce

Tableau

Job description

CVS Health is seeking a Renewal and Reporting Team Lead to oversee renewal processes, reporting programs, and Salesforce case management. You will guide day-to-day workflows, manage complex cases, and coordinate with Client Management to ensure timely renewal execution.

The role emphasizes process improvement, training and coaching, and stakeholder collaboration to strengthen efficiency and outcomes in a fast-paced health-insurance environment.