Sales Coordinator II

CareSource•Dayton, OH

5d•Onsite

About The Position

The Sales Coordinator II, in collaboration with team members and leadership, supports the sales strategy and sales enrollment initiatives to ensure annual sales goals are successfully achieved. This role involves managing daily onboarding of agents, coordinating commissions, maintaining databases, and acting as a primary point of contact for broker inquiries. The position also focuses on identifying process improvements and documenting standard operating procedures.

Requirements

Associates degree in business administration, communications, marketing or related field or equivalent years of relevant experience is required
A minimum of two (2) years of experience in customer service, preferably in the sales and marketing industry, is required
Execute effective use of CRM system
Proficient in in Microsoft Suite, to include Word, PowerPoint and Excel
Maintain regulatory knowledge for compliance to state regulatory insurance, CMS, and CareSource requirements
Excellent written and verbal communication skills
Maintain state and federal regulatory knowledge for compliance
Able to work independently and within a team environment
Excellent interpersonal skills with high level of professionalism
Effective problem solving skills with attention to detail
Effective listening and critical thinking skills
Ability to develop, prioritize and accomplish goals

Nice To Haves

Exchange, Medicare, and Medicaid Managed Care or Commercial Health Insurance experience is preferred

Responsibilities

Work with Leadership to provide support for the internal systems tracking of sales and commissions
Manage daily onboarding of agents including validation of completion of required trainings, licenses are current and active, and agents are appointed using the appropriate systems and defined processes
Coordinate commissions of agents by working with IT, Payroll, and Accounting departments as needed
Manage the Agent Appointment database for brokered agents
Work with Leadership to administer the SAP Workflow and ICM systems in all aspects of brokered agent onboarding and commission tracking and payments
Identify opportunities for processes and process improvements
Create and document standard operating procedures for all job functions
Act as primary point of contact for broker questions relating to members, commissions, appointments, and material ordering with one call resolution goal
Perform any other job duties as requested