Sales Coordinator

Sales Coordinator

Solis Health Plans is a new kind of Medicare Advantage Company. We provide solutions that are more transparent, connected, and effective for both our members and providers. Solis was born out of a desire to provide a more personal experience throughout all levels of the healthcare journey. Our team consists of expert individuals that take pride in delivering quality service. We believe in a culture that collaborates and supports one another, and where success is interlinked, and each employee is valued.

Solis offers competitive benefits including:

• Paid Time Off
• Paid Holidays
• Paid Long Term Disability & Life Insurance policy
• 401k Matching Program
• Health, Vision & Dental Insurance
• Critical Illness, Hospital and Accident Insurance
• Legal & Transit benefits
• Employee Appreciation Events
• Positive Supportive & Safe Work Environment
• Growth Opportunities

The Sales Coordinator collaborates and assists the Sales Team in internal and external communications and various administrative reporting duties. The sales coordinator provides sales support to the sales management team involving the planning, development and implementation of various administrative and reporting initiatives created to encourage and promote Solis Health Plans within our community and among our provider and strategic partners. Sales Coordinators must possess a high level of detail orientation, organization, follow-through, and possess a positive customer service driven attitude.

Essential Duties & Responsibilities

· Gather input and track sales data from a variety of available resources, to create an accurate analysis of sales trends

· Maintains accurate list for all prospective sources and distributes them at the direction of the Director

· Attends strategic sales meetings, recording minutes as needed

· Assists with agent contracting, reporting distribution internal and external.

· Prepare and log daily appointment proposals

· Maintains sales and marketing supplies

· Research and resolve routine sales, claims and benefit issues in a timely and efficient manner

· Generate a variety of sales reports in various timeframes, including daily reports on sales applications processed

· Coordinate and extend agent onboarding documents (Certification information)

· Accurately input all paper enrollments / fax applications received into the designated portal

· Tracks the quotas and goals of each member of the sales team and reports weekly and as needed.

· Performs other duties as assigned

Qualifications & Education

Requires a high school diploma; 1 year of related experience; or any combination of education and experience, which would provide an equivalent background. Experience using Microsoft applications (i.e. Excel, PowerPoint, etc.).

Working Conditions

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· The noise level in the work environment is usually moderate.

· Works in the field

· Interacts with patients, family members, staff, visitors, government agencies, etc., under a variety of conditions and circumstances.

This work requires the following physical activities: climbing, bending, stooping, kneeling, reaching, sitting, standing, walking, lifting, finger dexterity, grasping, repetitive motions, talking, hearing and visual acuity. The work is performed indoors. Sits, stands, bends, lift, and moves intermittently during working hours.

Work schedule is approximate and hours/days may change based on company needs. All full-time employees are required to complete forty (40) hours per week as scheduled, including on weekends and holidays as needed.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must be able to frequently lift up to 10 pounds and occasionally lift and/or move up to 25 pounds. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. Specific vision abilities required to this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Performance Measurements

This Job Description may be modified at any time at the discretion of the employer as business operation may deem necessary.

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. The incumbent must be able to work in a fast-paced environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands and to seek supervisory assistance as appropriate.

Solis Health Plans provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training