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Santa Clara Family Health Plan · 4 hours ago

Medicare Sales Agent (bilingual - Spanish

Gilroy, CA

Full-time

Hybrid

Entry, Mid Level

$86K/yr - $129K/yr

2+ years exp

Santa Clara Family Health Plan (SCFHP) is a local, community-based health plan dedicated to improving the health and well-being of the residents of Santa Clara County. The Medicare Outreach Agent executes SCFHP’s Medicare outreach and enrollment operations to grow SCFHP Medicare enrollment in compliance with all applicable regulations, focusing on maximizing membership growth and conducting community sales presentations.

CommunitiesHealth CareInsurance

Comp. & Benefits

Responsibilities

Execute sales and outreach strategy to maximize membership growth, including meeting Medicare enrollment goals as well as individual sales and performance goals

Ensure timely follow-up on questions, issues and concerns from beneficiaries, members, providers, community partners

Organize and conduct sales presentations in the community and assist eligible beneficiaries to enroll, including conducting a needs assessment to best explain product offerings

Make outbound calls to follow up and close business; receive and manage inbound enrollment calls

Manage and execute outreach plan to providers and community based organizations to support achievement of Medicare enrollment objectives

Seek opportunities to improve SCFHP image/visibility in the community. Contribute ideas to increase retention and enrollment

Develop, maintain and use competitive analysis to inform outreach and retention efforts, including identifying and studying key competitors and their products, as well as related industry issues to maintain a personal awareness of competitive advantages and disadvantages; share the competitive analysis with the Marketing and Outreach teams

Stay current on SCFHP product and competing products; stay current on CMS Medicare Marketing Guidelines and with California specific Medicare-Medicaid Plans Medicare Marketing Guidelines

Successfully complete SCFHP required product and certification training; maintain California Life, Accident and Health Insurance License

Identify issues and trends (data, systems, beneficiary, member, provider, other) as well as general departmental questions/concerns and report relevant information to management; make recommendations

Address member questions, concerns, grievances, appeals or requests for services in accordance with policies and procedures, including appropriate documentation and communication with other departments

Assist with new hire training by having new hires shadow, observe in the community, and listen to calls, in accordance with training guidelines and protocols. Observe new hires and provide feedback to the Department Manager

Qualification

Medicare salesMedi-Cal eligibility advisoryMedicare outreachCalifornia Life Insurance LicenseCustomer relation managementPresentation skillsSelf-directedEffective working relationshipsBilingual in Spanish

Required

Associate's Degree in a related field of study, or equivalent training/experience

Minimum two years of Medicare sales, Medicare benefits advisory work, or Medi-Cal eligibility advisory work experience

Strong presentation skills with intent to sell

California Life, Accident and Health Insurance License, or the ability to obtain within 60 days of employment

Self-directed with proven ability to assume responsibility, work independently, meet deadlines and prioritize with minimum supervision

Maintenance of a valid California driver's license and acceptable driving record, in order to drive to and from offsite meetings or events; or ability to use other means of transportation to attend offsite meetings or events

Experience with, and understanding of, Medicare outreach and/or sales

Experience with managed care and Medi-Cal

Knowledge of current trends, practices, strategies, tools for outreach and sales, including customer relation management applications

Ability to establish and maintain effective working relationships with providers, community based organizations and program participants

Bilingual in Spanish, Vietnamese, Mandarin or Cantonese

Ability to work nights and/or weekends as needed

Medicare sales: 2 years (Required)

Medi-Cal eligibility advisory: 2 years (Required)

Medicare outreach and/or sales: 2 years (Required)

Spanish (Required)