Sales Operations & Enablement Coordinator

MCS Puerto Rico; San Juan (PR); On-site; USD 28,000 - 36,000; Full time

Job summary

MCS Puerto Rico seeks a detail‑oriented office assistant to support the sales and enrollment workflow in our San Juan area. The role handles sales documents, reporting, data entry, inventory, and related tasks to ensure the smooth operation of the membership sales department.

Temporary - AEP, Non-Exempt. The position requires strong organizational skills and the ability to work with independent agents to maintain accurate records.

Qualifications

• Associates Degree or 60–64 college credits are required.
• Experience in coordination, office and/or sales functions is preferred in health insurance context.

Responsibilities

• Assists with issues related to documentation, information, reports, and/or requests from the agent channel, providing support during regular sales activities.
• Records and processes sales within the established time frame in the system; notifies agents of incomplete or pending applications.
• Validates eligibility and ensures compliance with required information across platforms and systems.
• Ensures all sales are properly indexed with scope of Appointment and event IDs.
• Receives documents from independent agents and channels follow-ups to Enrollment for processing.
• Digitizes and uploads forms and applications in OnBase; maintains records daily.
• Validates sales reports from Membership and coordinates discrepancies with Finance; processes payment claims.
• Keeps documents organized and files them for storage in Enrollment; communicates needs to internal departments.
• Assists with requisitions for promotional materials and sales kits for agents.
• Provides guidance to agents calling about documents or referrals and service requests.

Skills

Coordination experience

Education

Associates Degree

60-64 college credits

Job description

MCS Puerto Rico seeks a detail‑oriented office assistant to support the sales and enrollment workflow in our San Juan area. The role handles sales documents, reporting, data entry, inventory, and related tasks to ensure the smooth operation of the membership sales department.

Temporary - AEP, Non-Exempt. The position requires strong organizational skills and the ability to work with independent agents to maintain accurate records.