Licensed Benefits Advisor (Bilingual Preferred - Field Based)

Primary Responsibilities

• Develops and nurtures relationship with prospective members, community leaders, owner hospitals, community partners and current business partners.
• Affirms individual enrollment quotas based on tenure.
• Attends all Sales Meetings and gatherings.
• SUBMIT daily Plan of Action, Mid-day and End-of-day Reports.
• Maintains a professional image both on clothing attire and marketing locations.

Territory Management

• Maintain Centers Plans for Healthy Living Advantage Care Medicare HMO Plan visibility in the community by monitoring multiple marketing locations and events.
• Requires the ability to carry marketing table, materials, give-away items and boxes.
• Requires a proactive approach to searching for additional marketing locations while adhering to company regulatory guidelines.

Compliance

• Continues education to stay abreast on all recent changes in regulations, recent training sessions, changes in workflow and changes to company benefits.
• Must score favorably in all post and on-going quizzes, refresher training and administrative audits.
• Must be prepared when summoned by the Special Investigation Unit.

Technology

• Adapts to various software used by Centers Plans for Healthy Living, maintains an electronic book of business, research participating providers, and communicates with internal departments via Microsoft Outlook.
• Responsible for safeguarding all equipment issued by Centers Plans for Healthy Living Advantage Care Medicare HMO Plan.

Enrollment application process

• Ensures prospective members are enrolled properly and all internal and external processes are followed.
• Ensures all documentation relative to the applications are attached (i.e. Application, Application Confirmation Form, Scope of Appointment and Application Submission Form).
• Enters all information into your book of business.
• Ensures supporting documentation is provided to all new enrollees (i.e. Copy of Application, copy of Application Confirmation Form, Low Income Subsidy (LIS) Letter, before you go document, and a Summary of Benefit).

Customer Service

• Ensures any/all concerns are addressed and resolved within a reasonable time frame and/or directed to the appropriate party.
• Ongoing communication outreach to membership; including but not limited to 30, 60, 90 day outreach to ensure member satisfaction.

Other Duties And Responsibilities

• Keeps management abreast on any recommendation that can make a workflow or process more efficient.
• Keeps an open line of communication with the Site Development business unit.
• This includes making management aware of any possible organizations that could transition into suitable business partners for Centers Plans for Healthy Living Advantage Care Medicare HMO Plan and/or any upcoming marketing events requiring participation.
• Keeps management abreast on any activities Centers Plans For Healthy Living Advantage Care Medicare HMO Plan competitors are engaging in. This can range from a marketing approach, branding campaign, new designs or benefit changes.
• Works in a concerted manner with Provider Relations /Network Development and communicates to them any providers that we should attempt to recruit.
• Ensures Provider Relations/Network Development Representatives are abreast on any outstanding issues relative to any of our participating providers.