Sales Operations Representative - Remote

Company: UnitedHealth Group
Location: San Diego
Posted on: June 24, 2022

Job Description:

You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. Welcome to one of the toughest and most fulfilling ways to help people, including yourself. We offer the latest tools, most intensive training program in the industry and nearly limitless opportunities for advancement. Join us and start doing your life's best work.SM Responsibilities of the Sales Operations Specialist include the creation, analyzing and updating of Excel spreadsheets and contracting licensed Sales Agents with the appropriate insurance carriers. This role acts as the liaison between the Sales Agents and the Sales Manager to ensure critical updates and all required communications are distributed to these partners. Additional responsibilities include scheduling meetings, answering telephones and processing expense reimbursements. - Duties include working closely with sales and other functional leaders to develop and maintain the operational infrastructure supporting sales and sales leadership. This position is full-time. Employees are required to work our normal business hours of 8:00am - 5:00pm. It may be necessary, given the business need, to work occasional overtime or weekends. *All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy. Primary Responsibilities:

• Process 51 - 100 quote requests as assigned in the inventory tracking system
• Review documents and market reference tools to create a 51 - 100 Fully Insured and / or Self - funded quotes
• Work with internal and external contacts to gather missing information and clarify data that was submitted
• Use appropriate quoting system to process quotes for 51 - 100 non-Community rated business and All Savers quotes, as required by markets
• Work with Underwriting and Underwriting tools to provide underwritten rates
• Manage Specialty Rate Bank, as required
• Process 51 - 100 Sold Case Submissions, as assigned in inventory system using outlined policies and procedures on OneNote, to follow market nuances
• Work closely with AE, Broker, and Case Installation team to get a case through contract issuance
• Manage data, including a personal email box and shared folders
• Work in multiple applications including Microsoft Excel, Solaris, VRT, Word, WITT, and pricing tools
• Work within required timelines and expectations
• Adherence to productivity metrics
• Flexibility to work other operational roles during certain times of the year
• Multi-task many responsibilities, that may or may not be related, through thoughtful prioritization and documentation You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications:
  • High School Diploma / GED (or higher) or equivalent work experience
  • Experience with Microsoft Word, Microsoft Excel, and Microsoft Outlook (ability to filter and sort through documents, spreadsheets, compose and respond to email) Preferred Qualifications:
    • 1+ years of experience with healthcare Insurance experience or medical experience
    • Experience working with Sales Operations teams in small businesses (1 - 100 employees)
    • Experience using all Microsoft applications including Microsoft Visio, Microsoft SharePoint (ability to create a document and basic navigation through application) Soft Skills:
      • Diplomatic with strong negotiation and resolution skills
      • Effective interpersonal and communication skills, both written and verbal
      • Demonstrated ability to assist with focusing activities on a strategic direction and achieve targets / goals
      • Energetic, self - motivated, and high commitment to drive to results in a challenging, fast - paced environment
      • Demonstrated ability to meet commitments, build consensus, negotiate resolutions, and garner respect from other teams and individuals Telecommuting Requirements:
        • Required to have a dedicated work area established that is separated from other living areas and provides information privacy
        • Ability to keep all company sensitive documents secure (if applicable)
        • Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service UnitedHealth Group requires all new hires and employees to report their COVID-19 vaccination status. Military & Veterans find your next mission: We know your background and experience is different and we like that. UnitedHealth Group values the skills, experience and dedication that serving in the military demands. In fact, many of the values defined in the service mirror what the UnitedHealth Group culture holds true: Integrity, Compassion, Relationships, Innovation and Performance. Whether you are looking to transition from active duty to a civilian career, or are an experienced veteran or spouse, we want to help guide your career journey. Learn more at Learn how Teresa, a Senior Quality Analyst, -works with -military veterans and ensures they receive the best benefits and experience possible. - Careers at UnitedHealthcare Employer & Individual. We all want to make a difference with the work we do. Sometimes we're presented with an opportunity to make a difference on a scale we couldn't imagine. Here, you get that opportunity every day. As a member of one of our elite teams, you'll provide the ideas and solutions that help nearly 25 million customers live healthier lives. You'll help write the next chapter in the history of healthcare. And you'll find a wealth of open doors and career paths that will take you as far as you want to go. Go further. This is your life's best work.SM Colorado, Connecticut or Nevada Residents Only: The salary range for Colorado residents is $15.00 to $25.19. The salary range for Connecticut / Nevada residents is $15.77 to $27.79. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you'll find a far-reaching choice of benefits and incentives. Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity / Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. Keywords: #RPO, #YELLOW

Keywords: UnitedHealth Group, San Diego , Sales Operations Representative - Remote, Sales , San Diego, California