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.

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
• Aids in agent contracting, reporting distribution internal and external
• Prepares and logs daily appointment proposals
• Researches and resolves routine sales, claims and benefit issues in a timely and efficient manner
• Generates a variety of sales reports in various timeframes, including daily reports on sales applications processed
• Coordination and extension of agent onboarding documents (Certification information)
• Accurately inputs 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 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

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.