When it comes to making a meaningful difference in the lives of our customers and employees, USAble Life is always ready. We are a diverse group of individuals working together to go the extra mile. Through our DEI initiatives, employees feel empowered to bring their talents and voice to our culture.
Our passion for delivering the best products is matched only by our passion for our people. We are committed to making a meaningful difference in the lives of others which extends beyond our office walls. USAble Life has a long tradition of supporting our communities, and we're proud of the fact that our employees share that commitment.
We have been recognized as a "Best Places to Work" in Arkansas, Florida, and Hawaii. You'll be rewarded with opportunities for personal and professional development and opportunities for advancement. This, coupled with our engaging culture and a comprehensive benefits package, ensures we are committed to our employees.
Check out how we make a meaningful difference in the lives of others!
https://player.vimeo.com/video/518665804
What We Offer You:
- A culture that values employees and celebrates, empowers, and inspires a diverse workforce
- Outstanding and affordable benefits package
- PTO provided at date of hire
- 11 paid holidays
- 401(k) with up to 6% match; fully vested from day 1
- Remote opportunities with company-provided equipment
- Team-oriented, collaborative group of peers
- Career advancement opportunities
- Tuition Reimbursement
- Employee Assistance Program
- Inclusion Council and Employee Resource Groups
- Recharge Days and Volunteer Time Off
Life Takes You Places! Are you ready to join us?
This is a multi-level position with increasing levels of responsibility and requirements for each level.
Sales Operation Administrator Overview
This position fosters positive relationships with sales staff, enrollment staff and Partners by providing excellent operational and account management support. Coordinates all sales operations duties, timeline of enrollments, communications, administration, reporting, system support and escalated issue resolution. Provides support for sales activities and follows sales and enrollment process from start to finish while looking for opportunities to improve processes and provide better service to our customers.
Essential Duties:
- Provides account management support to sales staff and Partners
- Coordinates requests and compilation of quotes for various products and carriers and assists in preparing them for delivery and tracking
- Coordinates the timeline of set up, enrollment, processing, reconciliation and implementation on all sales and enrollments
- Coordinates the organization, submission, and reconciliation of new business
- Provides sales support and customer service-related support to both new and existing business
- Provides operational support including coordinating timeline of enrollment, processing, reconciliation, and implementation
- Audit and validate all group and voluntary applications before submitting
- Requests and submits various reports including hybrid tracking reports, commission distribution form, pending reports for individual products and creates missing information and payroll reports for sales staff, brokers, and groups
- Assists sales staff with pre- and post-enrollment duties
- Organizes and maintains database and files related to groups, notify sales staff/group/BCBS of approval/denial and load notes into reports
- Provides administrative support including compiling and preparing correspondence, reports, sales tracking information, presentation assistance, and spreadsheets
- Conducts research and prepare reports for special projects as assigned
- Maintains departmental calendars for assigned management and staff
- Schedules and arranges departmental and committee meetings, conference calls, and appointments as necessary and coordinates travel, logistics and topics for conferences
- Ensures materials and supplies that are needed for day-to-day operations
- Provides problem resolution support to resolve escalated issues by working with internal Departments
- Tracks all Tier 2 calls and emails and provide first response within 24 hours
- If research is needed, follow-up should be provided every 24 to 48 hours until resolution occurs
- Performs other related duties and responsibilities as assigned
Required Knowledge, Skills and Abilities:
- Ability to work independently, manage priorities and workflow
- Ability to work in office as needed to facilitate meetings
- Strong customer service orientation and skills
- Strong detail orientation and organization skills
- Strong problem solving and analytical skills
- Excellent oral, written, and interpersonal communication skills
- Demonstrate ability to assist and guide others
- Ability to identify customer needs and work with sales staff to help identify opportunities
- Ability to develop and strengthen relationships
- Intermediate MS Office Outlook, Word, Excel and PowerPoint skills
- Ability to handle confidential and time-sensitive information
Required Education and Experience:
- Bachelor's degree or equivalent work experience
- Ability to earn Life & Health Insurance License within 90 days
- 1 years in administrative/marketing operations support position as a site coordinator/office manager
- Or, equivalent military experience
Preferred Education and Experience:
- 2-3 years of operations support experience in insurance industry
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