Fallon Health · 1 month ago
Senior Care Options Account Executive - Spanish Preferred - Springfield
Springfield, MA
Full-time
Onsite
Mid, Senior Level
$65K/yr - $70K/yr
3+ years expFallon Health is a company that prioritizes its members by delivering high-quality coordinated care. The Senior Care Options Account Executive will manage a territory, build relationships with referral sources, and achieve enrollment goals for the NaviCare program through outreach and effective communication.
FitnessHealth CareMedical
Responsibilities
Creates productive and collaborative relationships with internal and external referral sources in order to obtain qualified referrals and enrollments for the NaviCare program
Participates in all community outreach activities, such as senior fairs, community events, and elder services professional association events to ensure Fallon Health’s visibility and presence in your territory
Presents the NaviCare program to groups who are likely prospects, caregivers and community referral sources
Develops and implements their own territory business development plan and carries out activities to penetrate accounts listed on the plan
Works collaboratively with Navicare enrollment team to discuss progress of referrals and ideas for resolving issues
Provides inservice orientations to vendors and providers on an annual basis
Shows accountability and follows up with prospects until the lead is closed/withdrawn and document as appropriate. Achieves monthly referral and home visit request goals
Generates sufficient NaviCare enrollment applications to meet monthly enrollment goals
Explains the NaviCare program clearly and consistently to prospects and their families to ensure that prospects enroll with a solid understanding of the program maintaining a low disenrollment rate. Meets with NaviCare prospects in their homes
Completes application and other documentation needed
Submits all completed applications in a timely manner as required by CMS
Documents all sales activities in the department’s CRM application and account management grid in a timely manner
Meets weekly sales activity deliverables consistently, and tracks these in the CRM and their Outlook calendar
Maintains records of NaviCare applications and documentation related to scope of appointments
Regularly reviews effectiveness of efforts against goals. Provides market intelligence to the NaviCare/ Manager and the Outreach Director so that adjustments can be made to tactical plans
Manages their own professional development by seeking advice, training, and coaching from their colleagues, manager, and the Director of Outreach
Operates within the marketing and outreach guidelines and regulations provided by CMS and EOHHS
Retains Scope of Appointment and other Enrollment Records
Submits information on NaviCare prospect events to Outreach Support in a timely manner, for CMS submission
When in doubt, asks questions pertaining to compliance or privacy regulations
Must meet monthly, quarterly and year end enrollment goals
Must maintain a mininimum number of activites and event designed to generate leads for enrollments
Must keep up to date all records related to leads in CRM system, Account Management Grid and any other report requested by your manager
Must cause to have at minimum 10 actively referring account
Must work to develop at least 10 new accounts every month
Must attend all required Department and collaborating Department meetings
Must complete and deliver on time reports, documentation, and yearly business plan for your territory
Qualification
Required
BS or BA degree and/or comparable experience
Must have or obtain within 90 days of hire date Massachusetts Insurance Producer License
Obtain AHIP certification before or after hire
Knowledge and experience working with community organizations, low income communities and the elderly
Must have proven experience working in a customer facing role focused on sales, lead generation in a high paced customer service or sales environment
Possession of a valid Mass. driver's license and a vehicle to be used for marketing activities and home visits
Preferred
3 years of sales experience in healthcare or group insurance strongly preferred
Knowledge of Medicare, Medicaid and insurance products is desirable
Knowledge of customer service, sales, outreach and marketing principles and practices
Company
Fallon Health
Founded in 1977, Fallon Health is a community-focused not-for-profit health care services organization based in Worcester, Massachusetts.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dorothy Vandette
Manager, CEO Office
Todd Bailey
Senior Vice President, Chief Financial Officer
Recent News
2026-01-09
2025-08-07
2025-06-07
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