Medicare Sales Representative II - Bronx and Manhattan (NYS Life, Accident and Health)

Scope Of Role & Responsibilities

• Identify prospective enrollees and determine eligibility for participation in MetroPlusHealth’s Medicare product.
• Understand and apply all policies and procedures pertaining to: Disclosures and provisions of the MetroPlusHealth Medicare product, Enrollment and disenrollment.
• Conduct home visits, and personalized appointments as needed to complete the enrollment process.
• Market MetroPlusHealth Medicare line of business on-site at hospitals, senior centers, assisted living facilities, community events and other sites as designated.
• Understand the covered benefits, non-covered benefits, exclusions, and exemptions.
• Educate enrollees on all aspects of the Plan, as well as answer questions regarding Plan’s features and benefits.
• Keep informed and adhere to current information pertaining to marketing activity guidelines set forth by various regulatory agencies—this includes providing enrollees with all corresponding materials and documentation.
• Complete applications and field reports such as Presumptive Eligibility reports, and personnel forms (time sheets, expense reports, etc.) in a timely and accurate manner.
• Work closely with the Outreach Representatives, Customer Service Representatives, Eligibility Representatives and other MetroPlusHealth personnel to resolve member concerns regarding complaints and potential enrollments or disenrollments.
• Establish and maintain a positive working relationship with facility and site staff, community and provider organizations, as well as City and State regulatory agencies.
• Assist members in accessing health care, transportation needs and other services or issues as they occur and pertain to members.
• Conduct and participate in telemarketing/outreach efforts as required.
• Provide detailed reports of production and outreach activities.
• Develop a presence in the local community to help generate enrollments.
• Making presentations to large groups of seniors.

Required Education, Training & Professional Experience

• Must have a High School Diploma or GED, College Degree or coursework preferred.
• 3-5 years of Sales/Customer Relations experience required.
• Medicare Sales experience preferred.
• Public speaking experience.
• Excellent organizational, written and communication skills.
• Excellent verbal, and presentation skills are necessary.
• Excellent problem-solving skills.
• Highly motivated and goal directed.
• Must be able to work in a multi-ethnic, multi-cultural environment.
• Must be sensitive to chronic conditions and disabilities.
• Bi-Lingual and Multi-Lingual a plus.
• Must be self-confident, independent thinker and maintain a professional presentation of self.
• Demonstrate flexibility and willingness to learn.
• Able to coordinate and execute Sales events.
• Aid with departmental projects when needed.

Computer Skills

• Required: Excel, PowerPoint, Word, Microsoft teams.

Licenses and Certifications

• Must possess a valid NYS Life, Accident and Health Agent License at the time of employment.
• License must remain valid at all times during employment with no lapse in coverage.
• Must maintain all required continuing education requirements and renew license in advance of its expiration.
• Valid NYS Driver’s License is a plus.

Professional Competencies

• Integrity and Trust.
• Customer Focus.
• Functional/Technical skills.
• Written/Oral Communication.