Sales Operations Specialist (SOS)

At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts on the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together.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.SMResponsibilities of the Sales Operations Specialist (SOS) include quoting medical and ancillary products for small businesses throughout the country. This includes duties such as updating and manipulating data within Excel spreadsheets, gathering required documents and details, and coordinating with our underwriting partners. This role acts as liaison for our sales partners to ensure critical updates and all requirements are received to produce an accurate quote.You’ll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.Primary Responsibilities:

• Process 51 – 100 quote requests as assigned in the inventory tracking system or by manager
• Review documents and market reference tools to create a quote
• Work with internal and external contacts to gather missing information and clarify data that was submitted
• Use appropriate quoting system to process quotes as required by markets
• Work with Underwriting and Underwriting tools to provide underwritten rates
• Process 51 – 100 Sold Case Submissions, as assigned in inventory system or by manager 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 and Solaris
• Work within required timelines and meeting turnaround time expectations
• Adherence to productivity metrics
• Multi – task many responsibilities, that may or may not be related, through thoughtful prioritization and documentation
• Capacity for ongoing learning of quoting and sales implementation functions.
• Demonstrates flexibility to support additional quoting teams in response to workload demands
• Special projects may include, but are not limited to, data cleanup, employee training, and peer work auditing

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions 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)
• 6+ months of experience with Small Business 51+ Quoting
• Intermediate level of proficiency in Microsoft Word (create / edit docs), Microsoft Excel (create / edit spreadsheets), and Microsoft Outlook (email / calendar)
• Ability to work our normal business hours
• Ability to work overtime during peak season (September – January)

Preferred Qualifications:

• Associate’s Degree (or higher)
• Experience using Small Business Quoting tools – SORT, Solaris, Newton2, BVT, etc.
• Demonstrated history of meeting quality and productivity metrics
• Microsoft PowerPoint

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
• Telecommuting is not to be used as a substitute for children or dependent care. To dedicate full attention to work duties, employees must establish or continue regular child or dependent care arrangements while telecommuting
• Required to adhere to all other telecommuter requirements

*All Telecommuters will be required to adhere to UnitedHealth Group’s Telecommuter Policy.For more information on our Internal Job Posting Policy, .Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer 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 us, you’ll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $20.00 to $35.72 per hour based on full-time employment. We comply with all minimum wage laws as applicable.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes – an enterprise priority reflected in our mission.UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.#RPO #GREEN

CPS Solutions