Medicare Sales Producer

Sales Activities

• Meet established marketing plan goals and achieve annual sales revenue and membership growth objectives by effectively promoting and closing prospective sales opportunities.
• Generate robust sales activities including self-generated marketing and email campaigns, outbound calls to assigned existing lead lists.
• Perform quick and efficient transaction fulfillment of telephone calls or emails from prospective Medicare Advantage members.
• Educate prospective members about HMSA Medicare Advantage products, industry trends and the impact of these trends on cost.
• Document all prospect inquiries, outcomes, and follow up on sales enrollment opportunities via the telephone or in writing.
• Prepare proposals for new Medicare Advantage plans.
• Support phone and in-person inquiries for Medicare Sales during annual enrollment period.
• Maintain accurate records of all account activity in Salesforce and provide management with a weekly report on sales opportunities, proposals, sales activities, and servicing issues.
• Provide management with a weekly report of all sales activities as well as customer and community interaction.

Duties And Responsibilities

• Works with AMS Medicare Sales and other internal departments and sales managers to develop marketing plan, as well as meets the marketing guidelines set by the Centers for Medicare and Medicaid.
• Facilitates public facing sales related seminars including individual and group sales and pre-retirement presentations for assigned groups and participates in health fairs, and external facing events throughout the year.
• Manages internal and external customer relationships to ensure that their needs are identified and addressed.
• Provides input to the collaborative planning departments for marketing strategy development.
• Collaborates with other departments in support of corporate initiatives and compliance centered activities.
• Supports Neighborhood Center as a backup support staff for customer walk-ins as needed.
• Maintains an understanding of the drivers and trends within HMSA and the healthcare industry that affect the senior marketplace and help shape prospective members buying decisions.
• Advocates and speaks on behalf of our members, to insure the consumer voice is heard.
• Maintain awareness of competitive activities and opportunities. Researches and communicates marketing and sales intelligence relating to competitors and changes in the environment.

Minimum Qualifications

• Associates degree and three years related work experience or an equivalent combination of education and work experience.
• Strong written and verbal communication skills.
• Basic working knowledge of Microsoft Office applications including but not limited to Word, Excel, PowerPoint, and Outlook.
• Active license with the state of Hawaii Department of Commerce and Consumer Affairs or pass all four (4) sections of the state licensing examination within three months of hire date.
• Must have valid driver's license, access to an automobile with current license, registration, and no-fault insurance.