Sales Operations Coordinator

Word & Brown Companies•Orange, CA

3d•$19 - $19•Onsite

About The Position

The Sales Operations Coordinator assists the Sales Division with administrative duties and operational functions supporting new business sales, renewals, and retention processes. The role handles department communications, reporting, referral tracking, organizational materials, and broker and agency updates while maintaining confidentiality and complying with PHI and HIPAA guidelines.

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 logical and 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, and a sound work ethic.
Mature and 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 environment.
Ability to sit for extended periods and occasionally stand and walk.
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’s 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.