Sales Operations Associate II

Site: Mass General Brigham Health Plan Holding Company, Inc. At Mass General Brigham, we know it takes a surprising range of talented professionals to advance our mission—from doctors, nurses, business people and tech experts, to dedicated researchers and systems analysts. As a not-for-profit organization, Mass General Brigham is committed to supporting patient care, research, teaching, and service to the community. We place great value on being a diverse, equitable and inclusive organization as we aim to reflect the diversity of the patients we serve. At Mass General Brigham, we believe a diverse set of backgrounds and lived experiences makes us stronger by challenging our assumptions with new perspectives that can drive revolutionary discoveries in medical innovations in research and patient care. Therefore, we invite and welcome applicants from traditionally underrepresented groups in healthcare — people of color, people with disabilities, LGBTQ community, and/or gender expansive, first and second-generation immigrants, veterans, and people from different socioeconomic backgrounds – to apply. Job Summary This is a hybrid role that will require an onsite presence at the office in Assembly Row, Somerville monthly. The Sales Operations Associate II provides broker and account support by managing and assisting with sales operations procedures. The main duties include working with Sales Executives to onboard new accounts, working directly with brokers and consultants on enrollment processes such as collateral requirements, providing support for virtual and in-person enrollment meetings, entering and ensuring new and renewing accounts are processed timely and accurately, identifying and following up on broker and account questions and issues, quality checking and approving accounts processed by the Sales Operations Associate I, managing the completion and storing of New Business Agreements, setting up and providing maintenance for our employer and broker portals, managing HRA/HSA file setup, and co-managing the shared email inboxes, resolving issues in a timely manner. Principal Duties and Responsibilities: · Works with Sales Executives and brokers to onboard new accounts, collect and review new business paperwork and complete collateral requests. · Ensures accurate and timely submission of new accounts for processing and onboarding. · Coordinates with Supervisor, Account Executives, Member Enrollment, and Group Configuration teams to ensure successful renewals and new group onboarding. · Processes the timely and accurate renewal of existing accounts by collecting required information and entering data into internal systems. · Manages the coordination of complex key account renewals. · Quality checks and approves renewals processed by the Sales Operations Associate I. · Reports back to management on group renewal status and workflow. · Provides in-person support for virtual and in-person enrollment meetings when needed. · Manage our Employer and Broker Portals including new user set-up and resolution of related inquiries and issues. · Creates opportunities in Dynamics for new small group business. · Manages the completion and storage of New Business Agreements · Manages collateral requests for new and existing business accounts. · Manages the HRA/HSA file setup for new and existing business accounts. · Required to communicate and work efficiently as part of the Sales Team along with external sales contacts such as brokers and clients. · Provides operational/administrative support for sales team, clients, and external sales contacts. · Anticipates and meets, or exceeds, internal and/or external customer expectations and requirements; establishes and maintains effective relationships with customers and gains their trust and respect. · Works under general supervision, utilizing established procedures and predetermined priorities. · Hold self and others accountable to meet commitments. · Ensure diversity, equity, and inclusion are integrated as a guiding principle. · Persist in accomplishing objectives to consistently achieve results despite any obstacles and setbacks that arise. · Build strong relationships and infrastructures that designate Mass General Brigham Health Plan as a people-first organization. · Other duties as assigned with or without accommodation. Qualifications Qualifications · Associate degree required or the equivalent combination of training and experience, plus 4 years of related experience. · 3 – 4 years of related experience. · Local travel and reliable transportation required. · Bilingual – English/Spanish strongly preferred. Skills/Abilities/Competencies: · Understanding of health insurance market. · Excellent communication and organizational skills. · Understanding of health insurance sales and ability to work well with multiple stakeholders. · Detail oriented. · Ability to work in a fast-paced, team-centered environment. · Demonstrates Mass General Brigham Health Plan's core brand principles of always listening, challenging conventions, and providing value. · Respects the talent and unique contribution of every individual, culture and ethnic group and treats all people in a fair and equitable manner. · Exercises self-awareness; monitors impact on others; is receptive to and seeks out feedback; uses self-discipline to adjust to feedback. · Accountable for delivering high-quality work. · Bring fresh ideas forward by listening to and working with employees and the people we serve. · Respect the talent and unique contributions of every individual and treat all people in a fair and equitable manner. · Strong, demonstrated track record of an ability to execute on time, on budget, and on scope. About Us Mass General Brigham Health Plan is an exciting place to be within the healthcare industry. As a member of Mass General Brigham, we are on the forefront of transformation with one of the world’s leading integrated healthcare systems. Together, we are providing our members with innovative solutions centered on their health needs to expand access to seamless and affordable care and coverage. Our work centers on creating an exceptional member experience – a commitment that starts with our employees. Working with some of the most accomplished professionals in healthcare today, our employees have opportunities to learn and contribute expertise within a consciously inclusive environment where diversity is celebrated. We are pleased to offer competitive salaries, and a benefits package with flexible work options, career growth opportunities, and much more. Additional Job Details (if applicable) Additional Job Description Remote Type Remote Work Location 399 Revolution Drive Scheduled Weekly Hours 40 Employee Type Regular Work Shift Day (United States of America) EEO Statement: Mass General Brigham Health Plan Holding Company, Inc. is an Equal Opportunity Employer. By embracing diverse skills, perspectives and ideas, we choose to lead. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law. We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Mass General Brigham Competency Framework At Mass General Brigham, our competency framework defines what effective leadership “looks like” by specifying which behaviors are most critical for successful performance at each job level. The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success. These competencies are used to evaluate performance, make hiring decisions, identify development needs, mobilize employees across our system, and establish a strong talent pipeline. Combat disease. Hold a hand. Help people. Impact the world. Mass General Brigham is a passionate, welcoming community where minds meet caring hearts. Come be a part of the world’s most powerful force in medicine, where every role is important in changing lives. Are you ready? Our history includes New England hospitals founded over 200 years ago, some of the first and most prestigious hospitals in the world. Built on the legacy of two leading academic medical centers, we’re more than a system—we’re leaders in the practice of medicine. Mass General Brigham is committed to serving the community. We are dedicated to enhancing patient care, teaching and research, and taking a leadership role as an integrated health care system. We recognize that increasing value and continuously improving quality are essential to maintaining excellence.