Sales Operations Coordinator (4680)

Word & Brown Companies•Orange, CA

About The Position

The Sales Operations Coordinator assists the Sales Division with administrative duties and operational functions that support new business sales, renewals, and retention processes. The position manages sales inboxes and calendars, prepares and distributes reports and organizational materials, tracks referrals, processes broker and agency changes, and supports the Sales Operations Manager with reporting and other requests. The role also handles proprietary and non-routine information confidentially and performs other assigned business tasks.

Requirements

Fluent English and strong written and oral communication skills; written communication must be clear, concise, and easy to understand.
Detail-oriented, able to work independently in a fast-paced environment, assess situations quickly, make appropriate decisions, and meet deadlines.
Strong working knowledge of computers, Microsoft Windows, and applicable programs such as Word and Excel.
Ability to apply time management, task allocation, priority-setting, and personal organization principles.
Ability to work in a team environment and follow directions.
Flexibility to meet company needs.
Honesty, trustworthiness, cultural awareness and sensitivity, sound work ethic, and a mature, professional attitude and appearance.
Regular attendance and punctuality.
High school diploma or equivalent required.
Two years of experience in a fast-paced, service-oriented office work environment.
Must be able to sit for extended periods, with occasional standing and walking.
Adequate hearing for phone work; close vision and ability to adjust focus.
Ability to communicate effectively in English and use a keyboard and other office equipment.
Ability to lift up to 10 pounds occasionally.

Nice To Haves

Associate degree or equivalent preferred.
Related business or industry experience is a plus.

Responsibilities

Manage and monitor CHOICE Sales Division inboxes and distribute emails in a timely manner.
Manage the 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 cleanup projects as assigned.
Assist the Sales Operations Manager with ad hoc reporting and miscellaneous requests.
Handle proprietary and non-routine information with strict confidentiality.
Perform other business tasks or functions as assigned.
Adhere to PHI and HIPAA guidelines.