Operations Clerk (70821)

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

Job summary

Sanitas in Miami Dade, FL is seeking an Operations Clerk to support broker onboarding, enrollment auditing, and CRM updates in Salesforce. The role emphasizes precise data entry, document review, and timely processing of onboarding requests.

You will create broker profiles, generate enrollment links, and maintain accurate records for audits. Strong Excel skills and experience with Salesforce are preferred, along with 1–2 years in back-office or transactional administrative roles.

Qualifications

• High School Diploma or equivalent.
• 1–2 years in administrative, data entry, back-office, or transactional customer service roles.
• Proficiency in Microsoft Excel and CRM systems (Salesforce).

Responsibilities

• Process new broker applications and maintain active records in the database.
• Create broker profiles and generate enrollment links for audits and reporting.
• Verify enrollments against source files and keep Salesforce records updated.
• Support post-onboarding enrollment tasks for member enrollments.
• Coordinate and prioritize document workflows during pre-enrollment campaigns.
• Provide additional data entry and administrative support as needed.

Skills

Attention to Detail

Data Entry

Documentation

Education

High School Diploma

Tools

Microsoft Excel

Salesforce

Job description

Job Details

Job Location: Miami Dade - Corporate - Doral, FL 33122, Position Type: Temporary, Travel Percentage: None, Job Shift: On Site

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