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Facilitates all administrative support to the sales team, and is charged with key responsibility of ensuring that all work instructions and processes as outlined in the Model Office document are followed. Plays a lead role in training and providing ongoing support to other Sales Assistants in both the divisional and regional offices.
Serves as subject matter expert on all sales administrative processes.
Through collaboration with the Sales Director, delegates essential functions and duties to Sales Assistants within the market or region.
Manages sales leads in Salesforce.com including assigning leads to Benefit Consultants and providing lead sheets and other reports to management.
Copies and maintains archives of Consent to Contact Cards, Scope of Appointment Forms, Pre-Appointment Checklists, Tele-App Worksheets and all other documents relative to the Sales and Marketing process.
Closely adheres to the Sales Administrative Work Instructions that are detailed in the Model Office document.
Assists with member calls relating to enrollment or service issues.
Performs timely and accurate data entry in Salesforce.com.
Produces weekly and monthly sales reports.
Orders and maintains appropriate inventory of all marketing materials.
Serves as primary administrative support person to the Sales Director or VP.
Follows up on member or prospect requests for information.
Assists with various ad-hoc projects requested by management.
Structures and maintains an organized office environment.
Provides administrative services such as ordering business cards, printing labels, developing and printing flyers etc. to the sales team.
Performs other duties as assigned.
Additional Responsibilities:Candidate Education:
Required A High School or GED
Preferred or equivalent work experience
Required 3 years of experience in HMO/managed healthcare or insurance industry
Required Other Working knowledge of Medicare regulations and programs
Intermediate Demonstrated organizational skills
Intermediate Demonstrated written communication skills
Intermediate Demonstrated interpersonal/verbal communication skills
Intermediate Demonstrated time management and priority setting skills
Intermediate Other Must have a flexible schedule
Intermediate Other Must be detail oriented
Intermediate Other Typing skills of 45 words per minute
Intermediate Other Basic mathematical ability
Licenses and Certifications: A license in one of the following is required:
Preferred Other Health Insurance Producers License preferred (maybe required by some states)
Required Beginner Microsoft Excel
Required Beginner Microsoft Word
Required Beginner Microsoft PowerPoint
Preferred Beginner Other Experience with Contact Management or Sales Support software
Required Beginner Other Proficient operations of various office equipment including personal computers, printers, telephones, copiers, fax machines, etc.