Medicare Sales Representative

***Current New York State Life, Accident and Health License required***

About the Company

Our client is dedicated to providing exceptional Medicare products and services, ensuring that all enrollees receive the support and information they need to make informed decisions about their healthcare.

About the Role

The role involves identifying prospective enrollees and determining their eligibility for participation in our client's Medicare product, while also educating them on the benefits and features of the plan.

Responsibilities

• Identify prospective enrollees and determine eligibility for participation in our client's Medicare product.
• Understand and apply all policies and procedures pertaining to:
• Disclosures and provisions of the client's Medicare product.
• Enrollment and disenrollment.
• Conduct home visits and personalized appointments as needed to complete the enrollment process.
• Market client's Medicare line of business on-site at hospitals, senior centers, assisted living facilities, community events, and other designated sites.
• Understand the covered benefits, non-covered benefits, exclusions, and exemptions.
• Educate enrollees on all aspects of the Plan, as well as answer questions regarding the 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 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.
• Develop a presence in the local community to help generate enrollments.
• Make presentations to large groups of seniors.
• Required to complete Annual Medicare Training.

Qualifications

• Must have a High School Diploma or equivalency; College Degree or coursework preferred.
• Must possess a valid NYS Life, Accident and Health 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.  
• 2-3 years of Sales/Customer Relations experience required.
• Public speaking experience.
• Medicare Sales experience preferred.
• Bi-Lingual and Multi-Lingual a plus.

Required Skills

• Integrity and Trust.
• Customer Focus.
• Functional/Technical skills.
• Must be self-confident, an independent thinker, and maintain a professional presentation of self.
• Must demonstrate flexibility and willingness to learn.
• Excellent organizational, written, presentation, and communication skills.
• 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.

Preferred Skills

• Valid NYS Driver’s License is a plus.