02/24/2022

Senior Sales Operations Representative - Houston, TX

  • UnitedHealth Group
  • Houston, TX, United States
Full Time

Job Description

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.SM

Responsibilities of the Senior Sales Operations Representative 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.

This position is full-time (40 hours/week) Monday to Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8:00am – 5:00pm. It may be necessary, given the business need, to work occasional overtime or weekends. Our office is located at 2000 WEST LOOP S STE 900, HOUSTON, 77027.

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
  • Works with team to solve problems
  • 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.

Required Qualifications:

  • High School Diploma / GED (or higher)
  • 1+ years of customer service experience
  • Proficiency in Microsoft Word (create, modify and send documents), Microsoft Excel (create, modify and send spreadsheets), and Microsoft Outlook (create, modify and send correspondence)
  • Full COVID-19 vaccination is an essential requirement of this role. UnitedHealth Group will adhere to all federal, state and local regulations as well as all client requirements and will obtain necessary proof of vaccination prior to employment to ensure compliance. 

Preferred Qualifications:

  • Bachelor’s Degree (or higher)
  • Texas Health Insurance license

Soft Skills:

  • Ability to learn internal technology tools/systems
  • Works well independently as well as a team setting
  • Problem solving skills
  • Ability to navigate a complex organization to accomplish customer satisfaction 
  • Strong team player
  • Excellent oral and written communication skills
  • Demonstrate ability to be a self-starter
  • Demonstrate ability to be collaborative with sales team and internal and external partners
  • Ability to prioritize and complete assigned tasks with limited direction and supervision
  • Strong communication skills (written and verbal)
  • Excellent planning and organizational skills
  • Experience using Google Documents and Google Drive
  • Works closely with sales and other functional leaders to develop and maintain the operational infrastructure supporting sales recruiting, goal setting, training and onboarding, troubleshooting order processing issues and producer requests, and sales-related information systems and procedures.

UnitedHealth Group requires all new hires and employees to report their COVID-19 vaccination status.

Military & Veterans find your next mission: We know your background and experience is different and we like that. UnitedHealth Group values the skills, experience and dedication that serving in the military demands. In fact, many of the values defined in the service mirror what the UnitedHealth Group culture holds true: Integrity, Compassion, Relationships, Innovation and Performance. Whether you are looking to transition from active duty to a civilian career, or are an experienced veteran or spouse, we want to help guide your career journey. Learn more at https://uhg.hr/transitioning-military

Learn how Teresa, a Senior Quality Analyst, works with military veterans and ensures they receive the best benefits and experience possible. https://uhg.hr/vet

Careers at UnitedHealthcare Medicare & Retirement. The Boomer generation is the fastest growing market segment in healthcare. And we are the largest business in the nation dedicated to serving their unique health and well - being needs. Up for the challenge of a lifetime? Join a team of the best and the brightest to find bold new ways to proactively improve the health and quality of life of these 9 million customers. You'll find a wealth of dynamic opportunities to grow and develop as we work together to heal and strengthen our Healthcare system. Ready? It's time to do your life’s best work.SM

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity / Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

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