1+ months

Sales Operations Assistant - San Antonio, TX

San Antonio, TX 78205
  • Job Code

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.

Responsibilities of the Sales Operations Assistant 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.

Primary Responsibilities:

  • Contracting licensed Sales Agents with the appropriate insurance carriers
  • Processing expense reimbursements for the Sales department
  • Partner with the Sales Manager to provide reporting and analysis of sales data and production reports
  • Creating, analyzing and updating Excel spreadsheets
  • Build and sustain positive relationships with partners and the Sales team and partners through direct and indirect communication
  • Understanding of how tools/applications work together-where data is coming from, how the information connects to the overall sales process
  • Quickly and accurately perform data entry; keep logs, records, and files up-to-date and readily accessible
  • Support the Sales team by assuring all training is up-to-date
  • Communicate information in a clear, well-organized, and professional manner
  • Scheduling meetings
  • Scheduling catering from outside vendors
  • Answering telephones

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.



Posted: 2019-09-28 Expires: 2019-11-28

UnitedHealth Group is the most diversified health care company in the United States and a leader worldwide in helping people live healthier lives and helping to make the health system work better for everyone.

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Sales Operations Assistant - San Antonio, TX

UnitedHealth Group
San Antonio, TX 78205

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