Operations Clerk

Sanitas Medical Center; Florida; On-site; USD 40,000 - 56,000; Full time

Job summary

Sanitas Medical Center in Florida is seeking an Operations Clerk to support broker onboarding, enrollment processing, and CRM updates. This role focuses on accurate, timely handling of new onboarding requests and profile creation in Salesforce.

You will audit enrollments, maintain records for audits, and assist with post-onboarding tasks. English proficiency is required; Spanish is preferred for broker communications.

Qualifications

• High school diploma required; 1–2 years admin/data entry experience preferred.
• Experience with Salesforce and CRM data entry.
• Strong Excel and data accuracy for enrollment audits.

Responsibilities

• Process new broker onboarding applications and validate documents.
• Create broker profiles and enrollment links in Salesforce.
• Audit enrollments for accuracy against original files.
• Maintain broker and employer records for audits.
• Support post-onboarding enrollment activities.
• Prioritize workflow during pre-enrollment campaigns.

Skills

Attention to Detail

Microsoft Office/Excel

Salesforce CRM

English Proficiency (Intermediate/Adv)

Spanish Proficiency

Education

High School Diploma or equivalent

Job description

Job SummaryThe 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 FunctionsReasonable 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.Required EducationHigh School Diploma or equivalentPreferred Experience1 to 2 years of previous experience in administrative roles, data entry, back-office operations, or transactional customer service.Required Licenses and CertificationsN/ARequired Knowledge, Skills, and AbilitiesAttention 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 QualificationsNAFinancial ResponsibilitiesN/ABudget ResponsibilitiesN/ALanguagesEnglish: Intermediate/Advanced (Required for system management and documentation).Spanish: Advanced (Preferred/Required depending on the demographics of the assigned brokers).TravelN/A