Medicare Sales Advocate I

About the role

This position supports the CDPHP Medicare Sales team and is open to candidates who reside within the CDPHP service area in New York State, including Albany, Rochester, Buffalo, Syracuse, Utica, and Binghamton regions.

The Medicare Sales Advocate (MSA) finds Medicare solutions for beneficiaries by explaining CDPHP’s Medicare benefits and plans, qualifying prospective members, and arranging enrollment meetings with CDPHP Medicare Authorized Agents. The role also involves resolving eligibility and enrollment questions, responding to customer inquiries via phone or email, and working a flexible schedule to meet Medicare regulations.

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 questions.
• Respond to internal and external customer inquiries via phone and email.
• Independently identify and solve problems within the department or organization.
• Stay up to date on Medicare guidelines and CDPHP internal policies and procedures.
• Meet monthly sales coaching and production standards.
• Maintain a thorough understanding of Macess, MARx, inContact, and CRM systems, ensuring accurate documentation.
• Work closely with other departments within the organization.
• Conduct sales presentations for walk-in prospects.
• Adhere to all Medicare, Department of Insurance, and company guidelines.
• Collaborate with team members to meet accuracy, timeliness, and customer satisfaction goals.
• Ensure confidentiality of all data in compliance with department and Plan policies.
• Comply with CDPHP’s Corporate Compliance Policy and report suspected violations.
• Perform other duties as assigned.

Requirements

• High school diploma or GED required; associate degree preferred.
• NYS Life, Accident, and Health Insurance License required or secured within 60 days of hire (3 attempts allowed).
• Must successfully complete AHIP certification (3 attempts allowed).
• Must successfully complete product exams (3 attempts allowed).
• Minimum two years of direct selling or telemarketing experience, or one year of experience in a health-related field.
• Experience with Medicare strongly preferred.
• Strong working knowledge of Microsoft Word; Microsoft Excel preferred.
• Experience with a computer-based documentation system or customer relationship management (CRM) software.
• Ability to apply problem-solving and time management methodology to organizational challenges.
• Demonstrated public speaking ability preferred.
• Ability to communicate effectively with external and internal contacts both verbally and in writing.
• Ability to interpret and make decisions based on prospective member needs, corporate underwriting guidelines, and federal Medicare regulations.
• Strong attention to detail and ability to meet productivity and quality standards.
• Ability to work a flexible schedule, including nights, weekends, and holidays.
• Ability to work from home when necessary or required by management.

Pay

Compensation range: $22.50/hr – $35/hr. Actual salary will vary based on factors such as budget, prior experience, knowledge, skills, education, and internal equity.

Benefits

In addition to salary, the total rewards package may include group health and/or dental insurance, retirement plan, wellness program, paid time off, and paid holidays.