The Sales and Service Coordinator plays a pivotal role in supporting internal processes necessary to assist new business or renewal functions which are critical to meeting or exceeding annual sales and retention objectives.
This senior-level administrative position collaborates closely with Sales Executives or Client Services Managers, depending on the assignment.
They also provide assistance to agents/brokers and employer groups in various capacities, including group maintenance, reporting, escalation resolution, and task coordination between external business partners and internal teams.
Key Responsibilities:
Manage complex administrative tasks with minimal supervision, including data addition and maintenance in the CRM software
Coordinate and set up new and existing groups internally to meet client deadlines, collaborating with sales staff, agents, employer groups, underwriting, enrollment, and other internal departments
Generate reports for existing customers, verifying and analyzing data accurately
Occasionally assist sales staff during employee meetings for new and existing groups
Participate in projects and team activities to identify and address issues, and improve work processes and systems
Handle multiple tasks simultaneously and meet time-sensitive deadlines with general supervision
Qualifications:
High school diploma or equivalent background required
3+ years of related work experience required
Preferred Qualification:
Current Health and Life Insurance License, or willing to obtain it within the first 9 months of hire
Skills and Abilities:
Experience in healthcare, insurance, or sales
Excellent verbal and written communication skills with a keen attention to detail
Proficiency in Microsoft Word and Excel
General understanding of technical, operational, and administrative processes in sales, financial underwriting, and account management
Strong interpersonal and relationship-building skills
High attention to detail
Ability to multitask and work in high-pressure situations
Decision-making and analytical skills
Ability to work independently
Ability to work with various management levels
Ability to thrive in a rapidly changing environment
Ability to maintain a regular work schedule
This position is a Hub role, which requires an employee to occasionally come onsite to the Madison office for applicable heads-up work.
Frequency is determined by business need as decided by leadership.
The full salary range for this position is $43,800 - $75,100.
Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data.
In addition to compensation, Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees.
The compensation and benefits information is provided as of the date of this posting.
Medica’s compensation and benefits are subject to change at any time, with or without notice, subject to applicable law.
Medica's commitment to diversity, equity and inclusion (DEI) includes unifying our workforce through learning and development, recruitment and retention.
We consistently communicate the importance of DEI, celebrate achievements, and seek out community partnerships and diverse suppliers that are representative of everyone in our community.
We are developing sustainable programs and investing time, talent and resources to ensure that we are living our values.
We are an Equal Opportunity/Affirmative Action employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.
35(c)