Sales Operations Coordinator: Fast-Paced Support & Reporting

The Word & Brown Companies; Orange (CA); On-site; USD 52,000 - 72,000; Full time

Job summary

The Word & Brown Companies is seeking a Sales Operations Coordinator to assist the Sales Division with administrative duties and operations supporting new business sales, renewals, and retention processes.

Key tasks include managing inboxes and calendars, distributing reports, tracking referrals, and handling confidential information with care. The role emphasizes strong communication, organization, and teamwork in a fast-paced environment.

Qualifications

• Must speak fluent English with clear written and oral communication.
• Detail oriented, able to work independently in fast pace.
• Strong computer skills with MS Office and emails.
• Able to time manage, prioritize, and meet deadlines.
• Work well in a team and follow directions.
• Maintain confidentiality and HIPAA guidelines.
• Professional in attitude, appearance and attendance.

Responsibilities

• Manage and monitor inboxes and distribute emails promptly.
• Manage Sales Support calendar and track reports.
• Run and distribute daily and weekly department reports.
• Confirm and track referrals from CalChoice and ChoiceBuilder.
• Update and distribute organizational materials.
• Submit broker and agency changes as needed.
• Complete broker/agency cleanup projects as assigned.
• Assist with ad-hoc reporting and miscellaneous requests.
• Handle PHI/HIPAA data with strict confidentiality.

Skills

Fluent English communication

Attention to detail

Time management

MS Windows & Office

Team player

Confidentiality & HIPAA

Professional conduct

Attendance & punctuality

Education

High School Diploma or equivalent

Associate degree preferred

Two years in fast-paced office

Related business/industry experience a plus

Tools

Microsoft Word

Microsoft Excel

Office Suite

Job description

The Word & Brown Companies is seeking a Sales Operations Coordinator to assist the Sales Division with administrative duties and operations supporting new business sales, renewals, and retention processes.

Key tasks include managing inboxes and calendars, distributing reports, tracking referrals, and handling confidential information with care. The role emphasizes strong communication, organization, and teamwork in a fast-paced environment.