Lead Sales Operations Specialist - Hybrid (Orlando or Tampa, FL)

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. 

If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.

Our Newest Opportunity: 

The Lead Sales Operations Specialist serves as a trusted partner to the Managing Principal, enabling the Managing Principal to focus energies on higher leverage activities by overseeing the new business onboarding process, new business reporting, and other tasks related to the operation of the Business
Development & Consulting teams.

In this key position, candidates will have the opportunity to partner directly with the Managing Principal on new business development objectives and administration. The Lead Sales Operations Specialist is responsible management of new business onboarding, sales reporting and analysis, client contracts, broker
RFPs, and special projects.  Additional accountabilities include acting as a liaison with teams across OneDigital. The Lead Sales Operations Specialist must thrive in a fast-paced environment and be challenged by a role with the opportunity to:

Essential Duties and Responsibilities (include but are not limited to):

• Design and maintain departmental reports, statistics, sales and retention metrics for Managing Principal. To include:

• Assign monthly sales reporting to other operations team members. 
• Review reports for accuracy.
• Create and maintain other sales and retention related reporting as needed

• Provide high-level consultative, technical, and decision-making support to Managing Principal regarding organizational goals and initiatives.
• Manage Agent of Record (AOR) paperwork process internally & externally

• Process AOR letters with carriers, including requesting plan summaries/certificates of coverage, rates and online portal access.
• Process new business information internally using the Brokerage Builder and D365 databases.  This process may require obtaining current bills, rates and/or commissions.
• Confirm, calculate and record case commissions.
• Record confirmed revenue for sales goal reporting.
• Maintain/revise contents of New Client Transition Workbook as needed
• Coordinate with Business Development Executive to schedule internal transition meetings
• Distribute Business Associate Agreement and Add/Terms Agreement through DocuSign to new clients for signature and execution.

• Manage the contracting process for fee-based services and projects.

• Generate contract and/or Statement of Work with information provided by applicable department.
• Distribute document through DocuSign for execution.
• Record new revenue for sales goal reporting.
• Provide information to Sr. Manager of Finance and Administration for client billing.
• Ensure internal databases reflect current information on services provided and associated costs.
• Upon contract renewal, verify services are still being provided and confirm associated costs. Update contract or Statement of Work as needed.

• Manage Broker Request for Proposals (RFP) process.  To include:

• Assemble responses to RFP questionnaires received from prospective clients, using RFP 360 to create a draft response.
• Partner with Business Development staff to delegate and collect answers to unique questions.
• Complete any forms required to be included with RFP response.
• Create proposal covers, aesthetically lay-out final response documents, assemble final proposals & ship to prospective client.

• Participate in key meetings by identifying, and tracking action items, and capturing decisions from these meetings.
• Act as project manager for meetings related to projects and initiatives.
• Develop, recommend, and implement action plans and complete project management duties as necessary to ensure successful completion of assigned projects within specified time
frames.
• Conduct independent research and analyses and interpret data related to sales or client related initiatives.
• Other special projects as needed.

Qualifications, Skills and Requirements:
• Exceptional MS Office experience required, to include Excel, Word and PowerPoint.
• Excellent communication skills (listens, speaks, and writes well); able