Sales Operations Pro: Admin, Reports & Support

Word & Brown Companies; Orange (CA); On-site; USD 50,000 - 80,000; Full time

Job summary

Word & Brown Companies is seeking a Sales Operations Coordinator in Orange, CA to support the Sales Division with administrative tasks related to new business, renewals, and retention. The role focuses on inbox and calendar management, reporting, and handling sensitive information with confidentiality.

The ideal candidate will have 2 years in a fast-paced office environment, strong English communication skills, and proficiency with Microsoft Office.

Qualifications

• High School Diploma or equivalent required.
• Associate’s degree or equivalent preferred.
• Two years of experience in a fast-paced, service-oriented office environment.
• Strong written and verbal English communication.
• Detail-oriented with ability to work independently.

Responsibilities

• Manage and monitor CHOICE Sales Division inboxes and distribute emails in a timely manner.
• Manage Sales Support calendar.
• Run and distribute daily and weekly Department Reports.
• Submit broker and agency-level changes and complete clean-up projects.
• Assist Sales Operations Manager with ad-hoc reporting and confidential handling of PHI/HIPAA guidelines.

Skills

English fluency

Communication

Time management

Attention to detail

Microsoft Word/Excel

Email management

Organization

Confidentiality

Team collaboration

Independent work

Education

High School Diploma or equivalent

Associate’s degree (preferred)

Tools

Microsoft Office Suite

Email management systems

Job description

Word & Brown Companies is seeking a Sales Operations Coordinator in Orange, CA to support the Sales Division with administrative tasks related to new business, renewals, and retention. The role focuses on inbox and calendar management, reporting, and handling sensitive information with confidentiality.

The ideal candidate will have 2 years in a fast-paced office environment, strong English communication skills, and proficiency with Microsoft Office.