Health Insurance Sales Representative (Sonoma County, CA)

Founded in 1977 as the Senior Care Action Network, SCAN began with a simple but radical idea: that older adults deserve to stay healthy and independent. Today, SCAN is a nonprofit health organization serving more than 500,000 people across Arizona, California, Nevada, New Mexico, Texas, and Washington, with over $8 billion in annual revenue. With nearly five decades of experience, we have built a distinctive, values-driven platform dedicated to improving care for older adults through Medicare Advantage, fully integrated care models, primary care, and next-generation care delivery.

About the role

Responsible for helping SCAN prospects and members identify health plan options to keep them healthy and independent. This is a full-time role focused on producing positive enrollments and new business opportunities, developing community relationships, and promoting member retention.

Must be local to Sonoma County. Valid health license in CA and CMS annual certifications required. Medicare sales experience preferred.

Responsibilities

• Initiate and generate opportunities for sales presentations, group meetings, community events, and other senior activities within assigned service area.
• Establish and maintain productive relationships with providers and community leaders.
• Generate and develop sales leads and create a book of business. Enter leads into company CRM.
• Develop sales resources and create a network of opportunities and contacts.
• Promote member retention by resolving inquiries and proactively communicating with current members frequently within assigned marketing area.
• Adhere to production goals and performance standards. Create comprehensive reports that provide production data and measure results of growth objectives.
• Maintain professional and technical knowledge by attending educational workshops.
• Meet with leadership to review performance metrics, determine sales strategies, and enhance sales techniques and processes.
• Follow all state and regulatory guidelines by adhering to sales and marketing requirements established by CMS, MIPPA, and other policies implemented by the Compliance Department.
• Maintain professional knowledge of Medicare, Medi-Cal, and SCAN benefits by successfully completing all required training.
• Contribute to team effort by accomplishing related results as needed.
• Actively support the achievement of SCAN’s Vision and Goals.
• Other duties as assigned.

Requirements

• Local to Sonoma County.
• Valid health license in CA and CMS annual certifications required.
• Bachelor’s Degree or equivalent experience preferred.
• 1-3 years of related experience. Sales and marketing experience in the healthcare industry preferred.
• Performs work under general supervision. Handles moderately complex issues and problems and refers more complex issues to higher-level staff.
• Possesses solid working knowledge of subject matter.
• May provide leadership, coaching, and/or mentoring to a subordinate group.
• Proficient in Microsoft Office Suite.
• Bilingual English/Spanish preferred.

Pay

Base Pay Range: $70,000 to $75,000 annually. This role is commission eligible.

Schedule

Work Mode: Remote/Field and local to Sonoma County.

Benefits

• Robust Wellness Program.
• Generous paid-time-off (PTO).
• 11 paid holidays per year, 1 floating holiday, birthday off, and 2 volunteer days.
• Excellent 401(k) Retirement Saving Plan with employer match.
• Robust employee recognition program.
• Tuition reimbursement.
• An opportunity to become part of a team that makes a difference to our members and our community every day.