Sales Operations Representative - Dallas/Fort Worth, TX - UnitedHealth Group : Job Details

At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities, and removing barriers to quality care. The work you do here impacts 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.

Responsibilities of the 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 - Friday. Employees are required to work 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 in Dallas/Fort Worth, TX. 0-10% travel.

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

What are the reasons to consider working for UnitedHealth Group? Put it all together – competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some of our offerings include:

• Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays
• Medical Plan options along with participation in a Health Spending Account or a Health Saving account
• Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage
• 401(k) Savings Plan, Employee Stock Purchase Plan
• Education Reimbursement
• Employee Discounts
• Employee Assistance Program
• Employee Referral Bonus Program
• Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)
• More information can be downloaded at:

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
• Intermediate level of proficiency with Microsoft Office including Microsoft Word (create correspondence and work within templates), Microsoft Excel (ability to sort, filter, and create simple spreadsheets), Microsoft Outlook (email and calendar management) and Microsoft PowerPoint (creating slides and presentations)
• Ability to work our normal business hours of 8:00am to 5:00pm, Monday - Friday

Preferred Qualifications:

• Bachelor's Degree (or higher)
• Experience using Google Documents and Google Drive
• Experience in sales
• Experience in operations

Soft Skills:

• Ability to learn internal technology tools/systems
• 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 outside vendors
• Ability to prioritize and complete assigned tasks with limited direction and supervision
• Strong communication skills (written and verbal)
• Excellent planning and organizational skills

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.

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.

#rpo #red