Operations Clerk (70822)

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

Job Details

• Job Location: Miami Dade - Corporate - Doral, FL
• Position Type: Temporary
• Salary Range: Undisclosed
• 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