Sales Operations Coordinator

ExtensisHR, one of the largest Professional Employer Organizations (PEOs) in the U.S. with client employees in all fifty states, is looking for talented people to join our team. If you want to contribute your talents, make a bigger impact, and be part of the growing PEO & HRO industry, we are interested in talking to you. Our renowned industry leadership in customer service starts with our people. You can contribute to delivering on our brand promise of helping organizations succeed through our people-first approach in solving customer’s ever-evolving HR needs. Our HR offerings include personalized services for HR, employee benefits, payroll and taxes, employer risk, compliance, and employee management. Today, we manage over $3 billion in employment-related costs annually—and we are growing every day.

For more information about the company visit www.ExtensisHR.com.

As the Sales Coordinator you will facilitate the collection of documents from our Broker Partners needed to submit to underwriting and receive healthcare pricing. You will also be responsible for capturing the Prospects' current healthcare pricing in the proposal workbook, entering Workers Compensation and SUTA information for pricing, sending final documents VIA DocuSign to the client, and managing the Broker Commission Agreement Process.

This role supports Sales Managers in achieving their New Business Quota.

Assisting Sales Manager with gathering and verifying data in preparation to submit to underwriting and Risk:

• Ensure all necessary documents are submitted.
• Verify census data matches the invoice
• Prepare the workbook proposal with all current information
• Submit to Underwriting
• Enter Workers Comp codes by State and Salary into SFDC for pricing

Prepare final documents for signature from the client using DocuSign:

• Ensure all data provided is correct.
• Write a welcome letter to client and provide necessary documents.
• Send all contract documents to client VIA DocuSign.
• Once documents are signed and returned email the proper internal departments with all required information.

Measures of Success:

• Maintain 99% clean submission ratio.
• Contribute to maintain receiving health pricing back within 24 hours.
• Evaluate areas for operational efficiencies.
• Have an open relationship with your Sales Managers.
• Maintain 100% error free DocuSign submissions.

• Must be proficient in MS Excel.
• Knowledge of Salesforce is preferred.
• Quick math skills is a bonus.
• Knowledge & understanding of health care
• Salary: $62k - $69k 

At ExtensisHR, we recognize there are many factors that influence your overall satisfaction both at work, and in your personal life. Under our ‘You Supported Program,’ we provide a great mixture of compensation, benefits, company culture, and resources to our employees that help you reach a happier, more balanced life. Some of these offerings include:  

• Progressive Paid-Time Off Program for you to enjoy time out of the office, including time off for volunteering and life events.
• Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle available from day one. 
• Pretax Spending Accounts to ease taxes on health and dependent care expenses.
• 401k and IRA retirement plans, employer contributions.
• Extensive professional development programs to help you get to where you want to go in your career.
• Employee Discounts on retail and entertainment.
• A social and community outreach committee that promotes a fun inclusive culture through in-office events and networking opportunities. 
• Diversity, Inclusion and Equity (DEI) committee that promotes organization DEI initiatives and employee engagement.
• Complimentary coffee and snacks to keep you fueled and productive throughout the day.

ExtensisHR is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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