Broker Onboarding & CRM Operations Specialist

Sanitas; Florida; On-site; USD 21,000 - 30,000; Full time

Job summary

Sanitas in Miami Dade (Doral), Florida, seeks an Operations Clerk for a temporary, on-site role to support broker onboarding, enrollment processing, and CRM administration. The position emphasizes accurate, timely handling of onboarding requests and profile creation in internal systems.

The role involves auditing enrollments, generating enrollment links, and sustaining clean records in Salesforce, with a focus on timely, error-free workflows and strong attention to detail.

Qualifications

• High School Diploma or equivalent.
• 1–2 years in administrative/data-entry or back-office roles.
• Proficiency with Excel for data comparison.
• Experience using Salesforce to manage profiles and records.

Responsibilities

• Process new broker onboarding applications and verify documents.
• Create broker profiles and enrollment links in Salesforce.
• Audit enrollments and maintain accurate CRM records.
• Support daily onboarding-related administrative tasks.
• Prioritize documents during active member pre-enrollment campaigns.
• Perform data entry and general admin tasks as directed.

Skills

Attention to Detail

Excel

Salesforce

Bilingual English/Spanish

Education

High School Diploma or equivalent

Job description

Sanitas in Miami Dade (Doral), Florida, seeks an Operations Clerk for a temporary, on-site role to support broker onboarding, enrollment processing, and CRM administration. The position emphasizes accurate, timely handling of onboarding requests and profile creation in internal systems.

The role involves auditing enrollments, generating enrollment links, and sustaining clean records in Salesforce, with a focus on timely, error-free workflows and strong attention to detail.