Sales Coordinator Independent Agent - Temporary

Temporary - AEP
Non-Exempt

GENERAL DESCRIPTION:
Coordinates and collaborates with the sales team through the processing of sales documents, reporting, data entry, inventory management, and other additional tasks related to the smooth running of the office and membership sales department.
ESSENTIAL FUNCTIONS:
•Assists with issues related to documentation, information, reports, and/or requests from the agent channel, provides support to Independent Agents with the information they need during regular sales activities and/or when they are at sales points or visiting prospects.
•Records and processes sales received within the established time frame in the system. Notifies the agent and/or agency of incomplete or pending membership applications to be processed correctly within the established time frame.
•Attends, channels, and provides independent agents with the necessary information to validate eligibility in the different platforms or systems,



as well as with any other request for information related to their sales or retention function. Validates compliance with established requirements, refers to, and clarifies any discrepancies or missing information.
•Ensures that all sales, whether paper or electronic, are properly indexed with the scope of Appointment, including all required information, as well as the event ID or walk-in.
•Receives SOAs, membership applications, and PEQATs, among other documents from independent agents and agencies to complete and maintain a record of applications received and processed daily. Notifies and follows up with the Enrollment department on pending documents to be processed or corrected sales to change the status of the request to process.
•Digitizes and uploads the Scope of Appointment Confirmation Forms received and paper membership applications received in OnBase.
•Validates the sales report sent by the Membership Department and channels any discrepancies identified to the Finance

📌 Sales Coordinator Independent Agent (San Juan)
🏢 MCS Healthcare Holdings, LLC (MCS)
📍 San Juan