Sales Support Coordinator

Our client is seeking a Support Coordinator to enhance the quoting and proposal processes during peak enrollment and renewal periods. This role is an essential operational resource, managing inbound RFPs and quote requests through a dedicated Salesforce mailbox.

• Support the quoting and proposal process through Salesforce case management.
• Manage and validate incoming submissions, ensuring all required documentation is complete.
• Conduct detailed audits of applications and supporting documents.
• Perform data scrubbing and quality assurance activities to ensure accuracy.
• Review medical risk and underwriting-related information.

• Knowledge of the health insurance industry with 2+ years of experience in a sales or customer service role.
• Experience with CRM systems.
• Proficiency in handling data and data entry.
• Preferred: Experience with Salesforce.

• Technical Skills: CRM experience, preferably Salesforce.
• Soft Skills: Exceptional attention to detail, strong organizational skills, and ability to manage data accurately.

Hybrid schedule: 4 days in-office (Monday-Thursday), with flexibility to work from home on Friday.

For California Applicants:

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), Los Angeles Fair Chance Ordinance for Employers (ULAC), The San Francisco Fair Chance Ordinance (FCO) , and the California Fair Chance Act (CFCA).

This position is subject to a background check based on its job duties, which may include patient care, working with vulnerable populations, access to financial and confidential information, driving, working with heavy machinery, or working in a warehouse or laboratory environment. Due to these job duties, this position has a significant impact on the business operations and reputation, as well as the safety and well-being of individuals who may be cared for as part of the job position or who may interact with staff or clients.

Here at Medix, we are dedicated to providing workforce solutions to clients throughout multiple industries. We have been named among the Best and Brightest Companies to Work For in the Nation for two consecutive years. Medix has also been ranked as one of the fastest growing companies by Inc. Magazine.

Our commitment to our core purpose of positively impacting 20,000 lives affects not only the way we interact with our clients and talent, but also with our co-workers! The goal is lofty, but it is made attainable through the hard work and dedication of our teams and their willingness to lock arms together. Are you ready to lock arms with us?