Medicare Sales Advocate I

Summary

The Medicare Sales Advocate (MSA) is responsible for finding Medicare solutions for beneficiaries by explaining CDPHP’s Medicare benefits and plans to prospective members along with assisting CDPHP Medicare Authorized Agents. This position will also qualify prospective members and arrange for enrollment meetings with a CDPHP Authorized Sales Agent. The MSA duties also include resolving eligibility and enrollment related questions and responding to internal and external customer inquiries that may be received via email or by phone. This position requires the ability to work a flexible schedule to ensure all Medicare regulations are met.

Responsibilities

• Accurately explain CDPHP Medicare products to beneficiaries
• Meet sales and retention goals as determined by Management
• Resolve eligibility and enrollment related questions
• Assist CDPHP Medicare Sales Agents with benefit inquiries, enrollment and eligibility related questions
• Respond to customer inquiries, internal and external, via phone and/or email communication
• Independently identify and solve problems by implementing appropriate solutions within the department and/or organization
• Remain up to date on Medicare guidelines and CDPHP internal policies and procedures
• Meet monthly sales coaching and production standards as determined by Management
• Have a thorough understanding of Macess, MARx, inContact and CRM system(s) and consistently enter accurate and appropriate documentation
• Work closely with other departments within the organization
• Conduct sales presentations to walk-in prospects
• Adhere to all Medicare, Department of Insurance, and company guidelines
• Work cohesively with all team members to ensure the team meets all established goals for accuracy, timeliness and customer satisfaction
• Ensure confidentiality of all data in compliance with department and Plan confidentially policies
• Comply with CDPHP’s Corporate Compliance Policy, and all laws, rules, regulations and standards of conduct relating to the Corporate Compliance Policy
• Perform other duties as assigned

Qualifications

• High school diploma or GED required; Associate's degree preferred
• NYS Life, Accident and Health Insurance License required or secured within 60 days of hire (3 attempts)
• Must successfully complete AHIP certification (3 attempts)
• Must successfully complete product exams (3 attempts)
• Minimum two years direct selling or telemarketing experience or one year experience in a health-related field required
• Experience with Medicare strongly preferred
• Strong working knowledge of Microsoft Word required; Microsoft Excel preferred
• Experience with a computer-based documentation system or customer relationship management (CRM) software to track inquiries received is required
• Ability to apply problem solving and time management methodology to organization problems is required
• Demonstrated public speaking ability preferred
• Demonstrated ability to effectively communicate with external and internal contacts both verbally and in written correspondence
• Ability to interpret and make decisions based on prospective member needs, corporate underwriting guidelines, as well as federal regulations relating to Medicare Advantage
• Strong attention to detail and capability to meet established productivity and quality standards
• Ability to work a flexible schedule including but not limited to nights, weekends and holidays
• Ability to work from home when necessary and/or required by management

Pay

Minimum: $22.50/hr - Maximum: $35/hr