Account Executive - Spanish Preferred - Springfield

Responsibilities

• Create productive and collaborative relationships with internal and external referral sources.
• Participate in community outreach activities to ensure Fallon Health’s visibility and presence in the territory.
• Present the NaviCare program to groups who are likely prospects, caregivers, and community referral sources.
• Develop and implement a territory business development plan and carry out activities to penetrate accounts listed on the plan.
• Show accountability and follow up with prospects until the lead is closed/withdrawn and document as appropriate.
• Achieve monthly referral and home visit request goals.
• Generate sufficient NaviCare enrollment applications to meet monthly enrollment goals.
• Explain the NaviCare program clearly and consistently to prospects and their families to ensure they enroll with a solid understanding of the program, maintaining a low disenrollment rate.
• Meet with NaviCare prospects in their homes. Complete application and other documentation needed. Submit all completed applications in a timely manner as required by CMS.
• Document all sales activities in the department’s CRM application and account management grid in a timely manner.
• Maintain records of NaviCare applications and documentation related to scope of appointments.
• Assess effectiveness of efforts against goals and provide market intelligence to the NaviCare/Manager and the Outreach Director.
• Maintain professional development by seeking advice, training, and coaching from colleagues, manager, and the Director of Outreach.
• Operate within CMS and EOHHS marketing and outreach guidelines and regulations.
• Retain Scope of Appointment and other Enrollment Records.
• Submit information on NaviCare prospect events to Outreach Support in a timely manner for CMS submission.

Qualifications

• Education: BS or BA degree and/or comparable experience.
• Certification and Licenses: Must have or obtain within 90 days of hire date Massachusetts Insurance Producer License. Must obtain AHIP certification before or after hire.
• Experience: 3 years of sales experience in healthcare or group insurance, strongly preferred. Proven experience working in a customer-facing role focused on sales, lead generation in a high-paced customer service or sales environment.
• Knowledge: Knowledge of Medicare, Medicaid and insurance products is desirable. Knowledge of customer service, sales, outreach, and marketing principles and practices.
• Skills: Valid Mass. driver’s license and a vehicle to be used for marketing activities and home visits.