Purpose of Position:

The Sales Operations Coordinator will assist the Sales Division with various administrative duties and operational functions, related to the support of new business sales, renewals and retention processes.

Essential Functions:

• Manage and monitor CHOICE Sales Division inboxes and properly distribute emails in a timely manner.  
• Manage Sales Support calendar.
• Run and distribute daily and weekly Department Reports
• Confirm and track CalChoice and ChoiceBuilder referrals
• Update, maintain and distribute organizational materials.
• Submit broker and agency-level changes as needed.
• Complete broker and agency clean-up projects as assigned.
• Assist Sales Operations Manager with ad-hoc reporting, and other miscellaneous requests.
• Handle proprietary and non-routine information with strict confidentiality
• Perform other business tasks or functions as assigned.

Qualifications

Knowledge, Skills & Abilities Required:

• Must speak fluent English and possess a high standard of communication skills, both written and oral. Written communication must be clear, concise, easy to read and comprehend. 
• Must be detailed oriented and capable of working independently in a fast-paced environment, assess situations quickly, and make logical and appropriate decisions; must meet deadlines.
• Must possess a strong working knowledge of computers, Microsoft Windows and applicable programs.  I.e. Word, Excel, etc.
• Must be able to implement the key principles of time management, task allocation and priority assignment in addition to personal organization.
• Must demonstrate the ability to work in a team environment and follow directions.
• Must be flexible to the needs of the company. Must be honest and trustworthy, possess cultural awareness and sensitivity, and demonstrate sound work ethic.
• Must be mature and professional in attitude and appearance.
• Must adhere to regular attendance and punctuality.
• Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines.

Additional Competencies:

• Action Oriented, Customer Focus, Patience, Priority Setting, Time Management

In addition to the KSAs and Additional Competencies listed above, there are more competencies related to this position. Please refer to the Individual Contributor – Associate competency addendum. 

Educational Requirements:

• High School Diploma or equivalent required.
• Associate’s degree or equivalent preferred.
• Two (2) years of experience in a fast-paced, service oriented, office work environment.
• Related business/industry experience a plus.

Physical Requirements:

Must be able to sit for extended periods of time and occasional standing and walking.  Must have adequate hearing for phone work.  Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English.  Must be able to use a keyboard and other office equipment.  Ability to lift up to 10 pounds occasionally.

High school diploma or equivalent required; Associate's degree preferred; 2+ years in fast-paced office environment; strong computer skills with Microsoft Windows, Word, Excel; fluent English; HIPAA compliance.

Key Responsibilities

• managing inboxes
• running reports
• tracking referrals

Skills & Tools

Microsoft Windows, Microsoft Word, Microsoft Excel

Job Details

• Category: Business Operations
• Seniority: Entry Level
• Commitment: Full Time
• Workplace: Remote — Orange, California, United States
• Salary: USD 39,520 – 39,520 / year
• Languages: English

About Word & Brown Companies

A company providing sales support and benefits administration services. — Industry: Consulting Services