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

• 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 Plans 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.



EEO Statement

Mass General Brigham 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.