[Hiring] Sales Operations Coordinator @SCAN Health Insurance

Role Description

Responsible for the end-to-end onboarding, reporting, and certification processes for all internal and external agents and agency partners.

• 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.

Qualifications

• High School Diploma.
• 2+ years’ experience with MS Office - Excel (data input, reporting, formulas), Word (creating documents, memo, spell check), and PowerPoint (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

• 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!

Company Description

Founded in 1977 as the Senior Care Action Network, SCAN began with a simple but radical idea: that older adults deserve to stay healthy and independent. Today, SCAN is a nonprofit health organization serving more than 500,000 people across Arizona, California, Nevada, New Mexico, Texas, and Washington, with over $8 billion in annual revenue. Our work spans Medicare Advantage, fully integrated care models, primary care, care for the most medically and socially complex populations, and next-generation care delivery models.