[Remote] Sales Operations Coordinator

Remote Full-time
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.ResponsibilitiesAssist in producing reports that accurately measure, track and analyze agency and agent data for the Sales TeamSubmit, process, review, and certify internal and external onboarding documents of all sales agentsEnter 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 certificationsIdentify, research and resolve agent contracting discrepancies and work with agents regarding licenses, training renewal and expiration datesResolve broker and agent contracting issues in a timely manner and escalate when appropriateCoordinate with key functional departments including but not limited to compliance, finance, and marketingOther duties as assignedWe seek Rebels who are curious about AI and its power to transform how we operate and serve our membersSkillsHigh School Diploma2+ 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 supervisionPrevious healthcare/Medicare experienceMust demonstrate the ability to multitask and prioritizeMust demonstrate data accuracyStrong attention to detailAbility to work in a team-oriented environmentCustomer Service experienceBenefitsAn annual employee bonus programRobust Wellness ProgramGenerous paid-time-off (PTO)- 11 paid holidays per year, 1 floating holiday, birthday off, and 2 volunteer daysExcellent 401(k) Retirement Saving Plan with employer matchRobust employee recognition programTuition reimbursementWork Mode: Mostly RemoteCompany OverviewAbout SCAN Keeping Seniors Healthy and Independent–that’s been our mission for more than 40 years. It was founded in 1977, and is headquartered in Long Beach, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.thescangroup.org/.

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