Renewal & Reporting Operations Lead

CVS Health; Nebraska; On-site; USD 54,000 - 159,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement savings options

Paid time off

Wellness programs

Job summary

CVS Health in Nebraska seeks a Renewal and Reporting Team Lead to drive execution of renewal workflows, Salesforce case management, and reporting programs while guiding a high‑performing team.

You will coach staff, coordinate with clients and stakeholders, and identify process improvements to ensure accurate, timely delivery.

With 5–7 years in reporting, Salesforce, and health insurance renewals, you will shape operations at scale and contribute to a culture focused on safety and quality.

Qualifications

• 5 to 7 years of reporting experience.
• 3 to 5 years with Salesforce and the insurance renewal process.
• 3 to 5 years of health insurance group benefits experience.
• Demonstrated experience managing or guiding complex workflow in a renewal, reporting, or case‑driven operational environment.
• Strong problem‑solving and decision‑making skills.

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

Reporting experience

Salesforce

Renewal processes

Stakeholder management

Operational leadership

Education

Bachelor's degree

Tools

Tableau

Salesforce case management

Job description

CVS Health in Nebraska seeks a Renewal and Reporting Team Lead to drive execution of renewal workflows, Salesforce case management, and reporting programs while guiding a high‑performing team.

You will coach staff, coordinate with clients and stakeholders, and identify process improvements to ensure accurate, timely delivery.

With 5–7 years in reporting, Salesforce, and health insurance renewals, you will shape operations at scale and contribute to a culture focused on safety and quality.