Medicare Field Sales & Community Agent / Req 1006937932

Principal Responsibilities

• Compliantly achieve established monthly, quarterly, and annual Medicare Advantage (D-SNP) new enrollment and retention goals.
• Enroll self-generated, Partner generated, and company generated Medicaid conversion and marketing leads.
• Work in collaboration with team members and other Alameda Alliance for Health (AAH) department personnel to develop and execute an effective growth and retention strategy.
• Engage effectively and leverage relationships with providers, community organizations, and other influencers through participation in or sponsorship of local community events, individual provider co-marketing programs, and targeted member outreach activities in conjunction with community partners.
• Report to the Manager, Medicare Sales and Retention and be assigned specific responsibilities as determined by their manager.
• Generate new enrollments and achieve established retention targets through consistent and thoughtful member and prospect engagement activities.
• Complete proven “best practice” based activities to develop and manage territories or assignments and provide regular status reporting at predetermined intervals via the sales department’s established activity and performance tracking system.
• Comply with all CMS, DMHC, and DHCS guidelines and quickly report any potential issues to their manager or Chief Compliance Officer.
• Practice good time and territory management behaviors to ensure maximum performance.
• Work independently and effectively in a deadline-driven environment.
• Adhere to all company policies and procedures relative to employment and job responsibilities.

Essential Functions of the Job

• Contact: 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.
• Conflict resolution: When member or prospect issues arise, respectfully capture the available information and quickly relay it to appropriate AAH department and personnel.
• Member Communications: Provide feedback and collaborate with the appropriate department related to current materials or share insights or information on any changes that could improve the member’s experience.
• Computer: Utilize the existing systems provided by the organization to capture, track, and report on all activities or information needed to ensure we continue to improve the experience of AAH members, partners, providers, and the community.
• Comply with the organization's Code of Conduct, all regulatory and contractual requirements, organizational policies, procedures, and internal controls.
• Assumes responsibility and exercises good judgement in making decisions within the scope of authority of the position.
• Provides support to the Project Management Office (PMO) and various enterprise-wide activities based on availability.
• Organizes and facilitates sales project-related meetings, as necessary.
• Works effectively independently as well as part of a team and supports team decisions.
• Adapts to changes in requirements/priorities for daily and specialized tasks.
• Produces accurate and precise work, detects discrepancies, and resolves discrepancies all while meeting deadlines.

Physical Requirements

• Constant and close visual work at a desk or a computer.
• Constant sitting and working at a desk.
• Frequent use of a telephone headset.
• Frequent verbal and written communication with staff and other business associates by telephone, correspondence, or in person.
• Frequent lifting of folders and other objects weighing between 0 and 30 lbs.
• Frequent walking and standing.
• Frequent driving of automobiles to provider offices.

Minimum Qualifications

• Educational requirement: High school graduate or equivalent (GED), Bachelor’s degree preferred or equivalent experience.
• 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. Required two (2) years Medicare Sales experience or in lieu, two (2) years selling or supporting seniors, including general understanding or Medicare and related products in either a face-to-face or telephonic setting required.
• Vaccinations: California Health and Accident or Life, Health and Accident License, and proof of insurance in conformity with state law minimums.

Special Qualifications (Skills, Abilities, License)

• Strong computer skills including proficiency in word processing, spreadsheet, and CRM database software skills.
• 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.
• Own vehicle and a valid driver’s license with proof of insurance in conformity with state law minimums.

Salary Range

$83,241.60 - $124,862.40 Annually