Sales Representative, Medicare and Individual Sales

This position is accountable for the direct-to-consumer sales of HealthPartners Medicare, Individual & Family, and Dental health plans. Consult with prospects on their health insurance needs, match them to the correct coverages, products, and benefits, and convert sales leads into members. Sales are generated through a combination of inbound and outbound phone interactions, digital channels, and face-to-face consultations.

Responsibilities

• Answer inbound prospective member calls for Medicare and/or Individual & Family health plans (75% of role). Use consultative selling methods to determine eligibility and appropriate product/plan. Obtain prospective member enrollment or schedule follow-up activity to close the sale.
• Place follow-up outbound calls to qualified prospects not yet enrolled (20% of role). Make outbound calls to current HealthPartners members becoming eligible for Medicare in the upcoming months.
• Provide secondary/overflow inbound phone support to external brokers/agents (5% of role).
• Meet and exceed specified sales goals for Medicare health plan new member sales.
• Meet established department call statistics standards.
• Comply with all federal, state, and organizational sales and marketing policies and procedures.
• Manage personal sales funnel from initial contact through the various stages of plan enrollment.
• Document all sales activity appropriately in MS Dynamics CRM system.
• Maintain up-to-date knowledge of health plan regulatory requirements and general industry knowledge.
• Provide competitive feedback information to department leadership.
• Participate in department and company initiatives, including attending meetings and involvement in special projects and training.
• Work as a team member supporting fellow sales representatives to cooperatively meet or exceed team goals and objectives.
• Maintain thorough understanding of various internal and external software programs used by representatives.

Requirements

• Four-year college degree with an emphasis in business, marketing, or managed health care.
• 1-2 years of insurance sales experience.
• Experience working in a call center service and/or sales environment.
• Valid Minnesota Life and Health insurance license.
• Consultative sales experience.
• Excellent organizational, time management, and problem-solving skills.
• Intermediate skill level for Microsoft Excel and Word.
• Experience with sales account management systems and MS Office programs.

Preferred Qualifications

• Two or more years of Medicare and/or Individual & Family health plan sales experience.
• Previous Medicare certification such as AHIP Medicare Training.
• Experience working within the health insurance brokerage and consulting community.
• Experience using Microsoft Teams.
• Experience working with Microsoft Dynamics 365 CRM or similar CRM system.

Organizational Expectations

• Live our values: Excellence, Compassion, Partnership, and Integrity.
• Maintain regular and timely attendance.
• Protect confidentiality.
• Participate in and support the organization's Corporate Integrity Program by participating in compliance-related education and training and complying with the organization's policies and procedures.
• Complete all mandatory education and organizational requirements (e.g., licensure/certification, Employee Health and Wellness requirements, annual training) in a timely manner.

About Us

At HealthPartners, we believe in the power of good – good deeds and good people working together. As part of our team, you’ll find an inclusive environment that encourages new ways of thinking, celebrates differences, and recognizes hard work. We’re a nonprofit, integrated health care organization, providing health insurance in six states and high-quality care at more than 90 locations, including hospitals and clinics in Minnesota and Wisconsin. We bring together research and education through HealthPartners Institute, training medical professionals across the region and conducting innovative research that improves lives around the world. At HealthPartners, everyone is welcome, included, and valued. We’re working together to increase diversity and inclusion in our workplace, advance health equity in care and coverage, and partner with the community as advocates for change.

Benefits

As a HealthPartners colleague, we’re committed to nurturing your diverse talents, valuing your dedication, and supporting your work-life balance. We offer a comprehensive range of benefits to support every aspect of your life, including:

• Health benefits.
• Time off.
• Retirement planning.
• Continuous learning opportunities.

Our goal is to help you thrive physically, mentally, emotionally, and financially, so you can continue delivering exceptional care.