Licensed Benefits Advisor (Field Based)

Job Summary

The Licensed Benefits Advisor- Medicare Sales maintains relationships, services our existing customers and secures new customers by consultative selling/marketing and performing all required tasks assigned by the Sales Manager. Incumbent will educate and enroll potential beneficiaries by explaining program benefits in compliance with CMS and company policies and regulations.

Primary Responsibilities

• Develops and nurtures relationships with prospective members, community leaders, owner hospitals, community partners and current business partners.
• Ensures individual enrollment quotas are met 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.
• Encourages working weekends and requires frequent travel to various Centers Plans or Healthy Living Advantage Care Medicare HMO Plan sites located throughout the five (5) boroughs.
• Territory Management: Maintains Centers Plans for Healthy Living Advantage Care Medicare HMO Plan visibility in the community by monitoring multiple marketing locations and events.
• Compliance: Requires continued 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.
• Technology: Must be able to adapt to various software used by Centers Plan for Healthy Living, maintain an electronic book of business, research participating providers, and communicate with internal departments via Microsoft Outlook. Is 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.
• Retention: 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 recommendations 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.

Education and Experience

• Minimum Qualifications: High School Diploma or GED.
• Type of Experience: Must have at least 1 year of sales experience or relevant experience. Intermediate knowledge of Corporate emails (such as Outlook), MS Word and Internet Explorer.
• Specific Technical Skills: Great communication skills and collaboration skills. This is a field based position. Incumbent must be willing to travel throughout the five (5) boroughs, as needed) on a daily basis.
• Preferred Knowledge and Skills: Bilingual with English as a primary language 3 plus years of, Medicare or Sales experience. Valid Driver's License and access to personal vehicle.

SCOPE INFORMATION

# Direct Reports: Director of Medicare Marketing

Physical Requirements: The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.