Sales Support Coordinator

MCS Puerto Rico; San Juan (PR); On-site; USD 38,000 - 52,000; Full time

Job summary

MCS Puerto Rico is seeking an onboarding coordinator to manage the documentation required for implementing new business groups. You will coordinate post-sale items such as cost sheets, benefit summaries, memos, and enrollment materials, working closely with Sales, clients, and internal teams to ensure a smooth onboarding process.

The role requires a Bachelor’s or Associate degree with healthcare coordination or administrative support, and bilingual English/Spanish abilities.

Qualifications

• Bachelor’s degree in Business Administration or related areas.
• Experience in healthcare coordination or administrative support preferred.

Responsibilities

• Monitor, register, and track groups pending or ready for implementation.
• Follow up with vendors, clients, producers, and account executives to collect signed documents.
• Document and track all agreements with internal departments and external stakeholders.
• Assist in preparing benefit summaries after a sale and ensure changes are approved.
• Ensure timely delivery of enrollment applications to the Enrollment team.
• Review Group Application Form for completeness and accuracy.
• Coordinate with Underwriting and Pharmacy to estimate the first invoice.
• Prepare Coverage Certificates and Base Benefit Summaries.
• Create and maintain post-implementation audit reports across departments.
• Collaborate to ensure benefits are analyzed and configured before activation.
• Comply with company policies and applicable laws; perform other duties as assigned.

Education

Bachelor's degree

Associate degree + 60-64 credits

Job description

Responsible for coordinating and managing all documentation required for the successful implementation of new business groups. This includes ensuring timely and accurate processing of post-sale documents such as cost sheets, benefit summaries, memos, underwriting invoices, intake applications, eligibility files, email authorizations, HIPAA forms, electronic document consent forms, ACH forms, TOBs, Group Application Forms (GAF), CRM Sales records, and other related documents. The role involves close coordination with Sales Executives, clients, internal teams, and external producers to ensure a smooth and efficient onboarding process for each group.

Regular

Non-Exempt

GENERAL DESCRIPTION:

Responsible for coordinating and managing all documentation required for the successful implementation of new business groups. This includes ensuring timely and accurate processing of post-sale documents such as cost sheets, benefit summaries, memos, underwriting invoices, intake applications, eligibility files, email authorizations, HIPAA forms, electronic document consent forms, ACH forms, TOBs, Group Application Forms (GAF), CRM Sales records, and other related documents. The role involves close coordination with Sales Executives, clients, internal teams, and external producers to ensure a smooth and efficient onboarding process for each group.

ESSENTIAL FUNCTIONS:

• Monitor, register, and track the status of business groups that are pending or ready for implementation.
• Follow up with vendors, clients, producers, and account executives to collect all required signed documents (e.g., cost sheets, contracts) needed to complete group setup.
• Document and track all agreements made with internal departments and external stakeholders to ensure proper follow-through.
• Assist in preparing benefit summaries for clients after a sale, ensuring that any changes or exceptions are approved by Product Development and Underwriting.
• Ensure timely delivery of enrollment applications to the Enrollment team and complete implementation packets to the Group Implementation department.
• Review the Group Application Form (GAF) to verify that all required information and agreements are included and accurate.
• Coordinate with the Underwriting and Pharmacy teams to estimate the first invoice (Binder Check) for new groups.
• Prepare key documents for new clients such as Coverage Certificates, Base Benefit Summaries, and introductory materials (Press Kit).
• Create and maintain post-implementation audit reports to document the completion of required setup tasks across key areas such as Pharmacy, Enrollment, System Configuration, and Delegated Entities.
• Collablate with the Implementation team and other departments to ensure benefits are correctly analyzed and configured before group activation.
• Must comply fully and consistently with all company policies and procedures, with local and federal laws as well as with the regulations applicable to our Industry, to maintain appropriate business and employment practices.
• May carry out other duties and responsibilities as assigned, according to the requirements of education and experience contained in this document.

MINIMUM QUALIFICATIONS:

Education and Experience: Bachelor’s degree in Business Administration or related areas. At least six (6) months of previous experience in clinical affairs, healthcare coordination, or administrative support within a healthcare environment is preferred.

OR

Education and Experience: An Associate’s Degree in Business Administration, or related areas, and/or at least sixty to sixty-four (60-64) approved university credits equivalent to two (2) years of studies. At least one (1) year of previous experience in clinical affairs, healthcare coordination, or administrative support within a healthcare environment is preferred.

Certifications / Licenses: N/A

Other: N/A

Languages:

Spanish – Intermediate (writing, conversational, and reading)

English – Intermediate (writing, conversational, and reading)

We are an Equal Employment Opportunity Employer and take affirmative action to recruit protected veterans and individuals with disabilities.