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SCAN

SCAN is a mission-driven organization that is tackling some of the biggest issues in health care for older adults.

Sales Operations Coordinator

Sales Operations ManagerSales Operations ManagerFull TimeRemoteMid LevelTeam 1,001-5,000Since 1977H1B SponsorCompany SiteLinkedIn

Location

California

Posted

9 days ago

Salary

$25 - $32 / hour

Seniority

Mid Level

High School2 yrs expEnglish

Job Description

Sales Operations Coordinator

SCAN

• Responsible for the end-to-end onboarding, reporting, and certification processes for all internal and external agents and agency partner • Assist in producing reports that accurately measure, track and analyze agency and agent data for the Sales Team • Submit, process, review, and certify internal and external onboarding documents of all sales agents • Enter data into various databases, ensuring document security and compliance with legal and financial requirements, such as the verification of licensing, department of insurance, W-9, and training certifications • Identify, research and resolve agent contracting discrepancies and work with agents regarding licenses, training renewal and expiration dates • Resolve broker and agent contracting issues in a timely manner and escalate when appropriate • Coordinate with key functional departments including but not limited to compliance, finance, and marketing • Other duties as assigned.

Job Requirements

  • High School Diploma
  • 2+ years’ experience with MS Office - Excel (data input, reporting, formulas), Word (creating documents, memo, spell check), and Power Point (developing presentations and marketing material).
  • Demonstrated ability to work in a team-oriented environment with minimal supervision
  • Previous healthcare/Medicare experience
  • Must demonstrate the ability to multitask and prioritize
  • Must demonstrate data accuracy. Strong attention to detail.
  • Ability to work in a team-oriented environment.
  • Customer Service experience

Benefits

  • An annual employee bonus program
  • Robust Wellness Program
  • Generous paid-time-off (PTO)- 11 paid holidays per year, 1 floating holiday, birthday off, and 2 volunteer days
  • Excellent 401(k) Retirement Saving Plan with employer match
  • Robust employee recognition program
  • Tuition reimbursement

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