Temporary Operations Clerk - Onsite Onboarding & CRM

Sanitas; Florida; On-site; USD 25,000 - 30,000; Full time

Job summary

Sanitas in Miami Dade, FL is seeking an Operations Clerk to support broker onboarding, enrollment auditing, and CRM updates in Salesforce. The role emphasizes precise data entry, document review, and timely processing of onboarding requests.

You will create broker profiles, generate enrollment links, and maintain accurate records for audits. Strong Excel skills and experience with Salesforce are preferred, along with 1–2 years in back-office or transactional administrative roles.

Qualifications

• High School Diploma or equivalent.
• 1–2 years in administrative, data entry, back-office, or transactional customer service roles.
• Proficiency in Microsoft Excel and CRM systems (Salesforce).

Responsibilities

• Process new broker applications and maintain active records in the database.
• Create broker profiles and generate enrollment links for audits and reporting.
• Verify enrollments against source files and keep Salesforce records updated.
• Support post-onboarding enrollment tasks for member enrollments.
• Coordinate and prioritize document workflows during pre-enrollment campaigns.
• Provide additional data entry and administrative support as needed.

Skills

Attention to Detail

Data Entry

Documentation

Education

High School Diploma

Tools

Microsoft Excel

Salesforce

Job description

Sanitas in Miami Dade, FL is seeking an Operations Clerk to support broker onboarding, enrollment auditing, and CRM updates in Salesforce. The role emphasizes precise data entry, document review, and timely processing of onboarding requests.

You will create broker profiles, generate enrollment links, and maintain accurate records for audits. Strong Excel skills and experience with Salesforce are preferred, along with 1–2 years in back-office or transactional administrative roles.