Medicare Field Sales & Community Agent/ Job Req 990175045

About the Role

The Medicare Field Sales & Community Agent is responsible for compliantly achieving established monthly, quarterly, and annual Medicare Advantage (D-SNP) new enrollment and retention goals. The agent must work in collaboration with team members and other department personnel to develop and execute an effective growth and retention strategy, leveraging relationships with providers, community organizations, and other influencers through participation in local community events, provider co-marketing programs, and targeted member outreach activities. The incumbent will report to the Manager, Medicare Sales and Retention and will be assigned specific responsibilities based on opportunities related to product offerings, geographic or other market segmentation criteria.

Responsibilities

• Consistently enroll self-generated, Partner generated, and company generated Medicaid conversion and marketing leads.
• Generate new enrollments and achieve established retention targets through consistent member and prospect engagement activities.
• Consistently complete proven "best practice" based activities to develop and manage territories and/or assignments and provide regular status reporting via the sales department's established activity and performance tracking system.
• Comply with all CMS, DMHC, and DHCS guidelines and quickly report potential issues to the manager or Chief Compliance Officer.
• Consistently meet or exceed established performance standards in production (minimum 60 enrollments per month), quality (minimum 85% quality adherence score), and regulatory compliance (minimum 85% adherence to federal and state regulations).
• Put the member or prospective member's needs first and assist them in their efforts to enroll via face-to-face, online, group, or telephonic channels.
• Professionally represent AAH Medicare D-SNP programs to members, prospects, providers, and partners, assisting them in understanding AAH's products, services, mission, and unique value proposition.
• Work with internal staff, providers, and community partners to create or participate in programs to engage, educate, and enroll existing AAH Dual Eligible Medi-Cal members.
• Provide staffing and support for member retention activities organized by the sales department or other Alliance departments.
• Provide market-level feedback to sales and marketing leaders related to the competitive landscape.
• Use all core sales systems, including lead and sales funnel management, weekly reporting, and expense management.
• Manage the enrollment application process for all new members as established by Sales Leadership, CMS, and the Compliance Department.
• Work closely with Broker Agencies to recruit, train, and motivate them to enroll members, if applicable.
• When member or prospect issues arise, respectfully capture information and relay it to the appropriate department.
• Provide feedback and collaborate with the appropriate department on current materials or share insights to improve the member experience.
• Utilize existing systems to capture, track, and report on all activities or information to improve the experience of AAH members, partners, providers, and the community.
• Comply with the organization's Code of Conduct, regulatory and contractual requirements, policies, procedures, and internal controls.
• Assume responsibility and exercise good judgment in making decisions within the scope of authority.
• Be proficient in understanding CMS and DHCS/DMHC guidelines as they relate to sales activities.
• Provide support to the Project Management Office (PMO) and various enterprise-wide activities based on availability.
• Organize and facilitate sales project-related meetings as necessary.
• Work effectively independently as well as part of a team and support team decisions.
• Adapt to changes in requirements/priorities for daily and specialized tasks.
• Produce accurate and precise work, detect and resolve discrepancies, and meet deadlines.
• Practice good time and territory management behaviors.
• Work collaboratively and respectfully with all team members, staff, partners, and providers.
• Adhere to all company policies and procedures relative to employment and job responsibilities.
• Perform other duties as assigned.

Qualifications

• High school graduate or equivalent (GED); Bachelor's degree preferred or equivalent experience.
• Two (2) to four (4) years' related work experience in a Medicare Advantage (MA) Plan or Medicare Advantage Dual Eligible Special Needs Plans (MA-DSNP) required.
• Two (2) years Medicare Sales experience OR in lieu, two (2) years selling or supporting seniors, including general understanding of Medicare and related products in either a face-to-face or telephonic setting required.
• Must live in or within reasonable driving distance to Alameda County, California.
• Must be a California resident as of first day of employment.
• Must have own vehicle and a valid driver's license with proof of insurance in conformity with state law minimums.
• California Health and Accident or Life, Health and Accident License required.
• 2026/2027 AHIP Certification required.
• Vaccination against seasonal influenza and COVID-19 required.
• Cleared TB test prior to or within seven days of hire.
• Evidence of immunity to Tdap, Hepatitis B, MMR, and Varicella.

Skills

• Strong computer skills including proficiency in word processing, spreadsheet, and CRM database software.
• Good understanding of agency distribution channel management.
• Basic knowledge of industry regulatory guidelines related to job functionality.
• Ability to work independently.
• Exceptional communication and interpersonal skills.
• Excellent organizational skills and capability to handle multiple campaigns at one time.
• Strong organizational skills with the ability to effectively prioritize multiple tasks and meet deadlines.
• Good territory and funnel management skills.
• Ability to maintain confidentiality related to sensitive matters.
• Strong ethical foundation and trustworthy character.

Pay

$83,241.60 - $124,862.40 Annually. Estimated 60% salary base and 40% commission base based on tiered structure and business needs.

Schedule & Work Environment

• Approximately 80% of time is spent in a provider's conference room / office.
• Constant sitting and working at a desk; constant data entry using keyboard and/or mouse.
• Frequent use of telephone headset; frequent verbal and written communication.
• Frequent lifting of folders and other objects weighing between 0 and 30 lbs.
• Frequent walking and standing; frequent driving of automobiles to provider offices.
• Willingness to occasionally work irregular hours based on business needs.
• Number of employees directly supervised: 0; indirectly supervised: 0.