About this role
Job Summary
The Operations Clerk is responsible for executing critical administrative and transactional tasks to support the relationship with FMOs (Field Marketing Organizations) and brokers. This high-volume operational role ensures the accurate processing of new onboarding requests, the creation of profiles in internal systems (Salesforce), and the auditing of enrollments to guarantee that pre-enrollment and member registration workflows are performed efficiently, on time, and error-free.
Essential Job Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- FMO/Broker Onboarding & Records: Efficiently process new broker applications, validate all required onboarding documentation, and maintain updated active relationship records in the database.
- Profile Creation & Reporting: Configure broker hierarchies with their respective FMOs and generate individualized enrollment links for each, maintaining a detailed and documented record for internal audits and reporting.
- Enrollment Auditing & CRM Maintenance: Verify and cross-reference system enrollment records in real-time against original files, ensuring 100% accuracy, and keep employer and broker profiles strictly updated in Salesforce.
- Post-Onboarding Enrollment Support: Manage daily operational and administrative follow-up tasks required to support and correctly process patient/member enrollments submitted by onboarded brokers.
- Pre-Enrollment Prioritization: Coordinate, classify, and prioritize document workflows when brokers are actively participating in member pre-enrollment campaigns, ensuring no operational bottlenecks occur.
- Perform other data entry and general administrative support tasks as assigned by operations leadership.
Qualifications
Required Education
High School Diploma or equivalent
Preferred Experience
- 1 to 2 years of previous experience in administrative roles, data entry, back-office operations, or transactional customer service.
Required Licenses and Certifications
- N/A
Required Knowledge, Skills, and Abilities
- Attention to Detail: Exceptional ability to review documents and cross-reference data without making errors, ensuring the quality of enrollment audits.
- Technical Skills: Proficiency in Microsoft Office (especially Excel for data comparison).
- CRM Management: Demonstrable experience using Salesforce (data entry, profile updates, and record maintenance).
Preferred Qualifications
- NA
Financial Responsibilities
- N/A
Budget Responsibilities
- N/A
Languages
- English: Intermediate/Advanced (Required for system management and documentation).
- Spanish: Advanced (Preferred/Required depending on the demographics of the assigned brokers).
Travel
- N/A