[Remote] Sales Operations Coordinator

Note: The job is a remote job and is open to candidates in USA. SCAN is a nonprofit health organization dedicated to improving care for older adults. The Sales Operations Coordinator will be responsible for managing the onboarding, reporting, and certification processes for sales agents and agency partners, while ensuring compliance with legal and financial requirements.

Responsibilities

• 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
• We seek Rebels who are curious about AI and its power to transform how we operate and serve our members

Skills

• 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
• Work Mode: Mostly Remote

Company Overview