Sales Operations Coordinator

Sales Operations Coordinator Responsibilities

• The Job Responsible for the end-to-end onboarding, reporting, and certification processes for all internal and external agents and agency partner
• You will 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 elevate when appropriate
• Coordinate with key functional departments including but not limited to compliance, finance, and marketing
• Other duties as assigned

• 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, and customer‑service experience

• Salary: $25 to $32/hr
• Work Mode:
  Mostly Remote
• 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
• An opportunity to become part of a team that makes a difference to our members and our community every day!

At SCAN we are proud to be an Equal Employment Opportunity and affirmative action workplace. Individuals seeking employment will receive consideration for employment without regard to race, color, national origin, religion, age, sex, sexual orientation, gender identity or expression, marital status, disability, protected veteran status or any other status protected by law. A background check is required.