Operations Clerk

Sanitas Medical Centers; Florida; On-site; USD 25,000 - 30,000; Full time

Job summary

Sanitas Medical Centers is seeking an Operations Clerk to support onboarding of brokers and manage CRM records in Salesforce. The role focuses on accurate data entry, profile creation, and enrollment audits to keep pre-enrollment and member registrations on schedule.

You will handle high-volume administrative tasks, coordinate with FMOs and brokers, and ensure documentation is complete while maintaining data integrity in Excel and Salesforce.

Qualifications

• High School Diploma or equivalent.
• 1–2 years of experience in administrative, data entry, or back-office roles.
• Experience using Salesforce is preferred.

Responsibilities

• Process broker onboarding applications and validate required documents.
• Create broker profiles in internal systems (Salesforce) and maintain records.
• Audit enrollments to ensure pre-enrollment and member registrations are accurate and timely.
• Support daily enrollment-related administrative tasks and reporting.

Skills

Attention to Detail

Data Entry

Records Maintenance

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Salesforce CRM

Microsoft Office

Job description

Job Summary

The Operations Clerk is responsible for executing critical administrative and transactional tasks to support the relationship with FMOs (Field Marketing Organizations) and brokers. This high-volume operational role ensures the accurate processing of new onboarding requests, the creation of profiles in internal systems (Salesforce), and the auditing of enrollments to guarantee that pre-enrollment and member registration workflows are performed efficiently, on time, and error-free.

Job Summary

The Operations Clerk is responsible for executing critical administrative and transactional tasks to support the relationship with FMOs (Field Marketing Organizations) and brokers. This high-volume operational role ensures the accurate processing of new onboarding requests, the creation of profiles in internal systems (Salesforce), and the auditing of enrollments to guarantee that pre-enrollment and member registration workflows are performed efficiently, on time, and error-free.

Essential Job Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• FMO/Broker Onboarding & Records: Efficiently process new broker applications, validate all required onboarding documentation, and maintain updated active relationship records in the database.
• Profile Creation & Reporting: Configure broker hierarchies with their respective FMOs and generate individualized enrollment links for each, maintaining a detailed and documented record for internal audits and reporting.
• Enrollment Auditing & CRM Maintenance: Verify and cross-reference system enrollment records in real-time against original files, ensuring 100% accuracy, and keep employer and broker profiles strictly updated in Salesforce.
• Post-Onboarding Enrollment Support: Manage daily operational and administrative follow-up tasks required to support and correctly process patient/member enrollments submitted by onboarded brokers.
• Pre-Enrollment Prioritization: Coordinate, classify, and prioritize document workflows when brokers are actively participating in member pre-enrollment campaigns, ensuring no operational bottlenecks occur.
• Perform other data entry and general administrative support tasks as assigned by operations leadership.

Qualifications

Required Education

High School Diploma or equivalent

Preferred Experience

• 1 to 2 years of previous experience in administrative roles, data entry, back-office operations, or transactional customer service.

Required Licenses and Certifications

• N/A

Required Knowledge, Skills, And Abilities

• Attention to Detail: Exceptional ability to review documents and cross-reference data without making errors, ensuring the quality of enrollment audits.
• Technical Skills: Proficiency in Microsoft Office (especially Excel for data comparison).
• CRM Management: Demonstrable experience using Salesforce (data entry, profile updates, and record maintenance).

Preferred Qualifications

• NA

Financial Responsibilities

• N/A

Budget Responsibilities

• N/A

Languages

• English: Intermediate/Advanced (Required for system management and documentation).
• Spanish: Advanced (Preferred/Required depending on the demographics of the assigned brokers).

Travel

• N/A