Sunrise Advantage Plan Specialist

Sunrise Senior Living - McLean, VA3.5

Full-timeEstimated: $55,000 - $81,000 a year
"Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like home. Our focus is doing what’s right for the resident. For me, that’s a big breath of fresh air."
  • Sunrise Leader
Sunrise Advantage Plan, a Medicare Advantage Health Plan designed to address the unique healthcare needs of Sunrise residents is currently recruiting for the role of Sunrise Advantage Plan Specialist. The Sunrise Advantage Plan Specialist (SAP) is a regional Medicare Advantage sales position designed to support residents, families, Sunrise communities and providers in understanding the benefits of and to build enrollment in the Sunrise Advantage Plan. The SAP (insurance producer) will serve as the primary point of contact for the member and/or their families during their enrollment with the Plan and will work alongside the Sunrise regional and community teams during the process.

The incumbent is expected to maintain an office out of his or her home, as no formal office space/work location is provided. The SAP conducts the majority of their work within Sunrise communities, virtually and telephonically in the assigned geographic region.


he position is multi-faceted in its responsibilities, encompassing all of the essential elements of successfully marketing and managing the Sunrise Advantage Plan to Sunrise residents and the network of health care providers that are part of the Plan. Most importantly, because the incumbent’s primary duty will be the daily exercise of discretion and independent judgment with respect to the most significant aspects of the Sunrise Advantage Plan, the individual must demonstrate maturity, a business acumen, problem-solving skills and an ability to work independently.

Enrollment/Sales duties:
Creates an effective sales plan to enroll residents into the Sunrise Advantage Plan and ensure a smooth process
Develops strategy for each potential member achieved through a scope of appointment approval
Ensures proper documentation of SOA’s, and plans each customer interaction after SOA is obtained
Successfully displays selling and closing skills to achieve enrollment goals and monitor disenrollment
Keeps all records updated in the approved computerized lead tracking system
Builds customer focused relationships by advancing the lead through the sales process and gaining customer commitment
Strives to meet or exceed targeted enrollment monthly

Marketing duties:
Cohesively works alongside Director of Network Development to ensure network needs are met
Organizes in-service events to gain exposure to residents and their responsible parties/families. Prepares and delivers formal presentations for residents and families. In-service events may be scheduled on evenings and/or weekends
Develops and maintains relationships with key network providers and facilities within the assigned region in conjunction with the Director or Network Development
Ability to work well with staff at each of the nursing homes and physician offices in the assigned region to include nursing staff, doctors and administration staffs

Education duties:
Demonstrates a strong understanding of other Medicare Advantage Plans in the market
Ensures that all team members in the community understand that sales is everyone’s responsibility and are knowledgeable and trained in their role of Marketing and Sales
Conducts weekly strategy and advisory meetings with the Executive Director and Director of Sales

Administrative duties:
Provides marketing and sales leadership to all team members to help educate on generality of Sunrise Advantage Plan
Submits timely weekly reporting
Develops and maintains reporting, including but not limited to, managing Sunrise Advantage enrollment status, daily/weekly/monthly Sunrise Advantage community calendar, issues tracking/management and resolution
Once enrolled, follows up with members/families to ensure that any questions are answered, acts as the primary point of contact if members or their family need assistance with their benefits, and provides them with periodic updates about the Sunrise Advantage
Meets with members and/or their families at least monthly
Develops a comprehensive understanding of competitor Insurance Plans
Serves as a licensed insurance agent to explain plan benefits, answer questions about the plan, and facilitate the resident’s enrollment into the plan
After member is enrolled, introduces members/POAs to the customer service agent that will be supporting their needs

Compliance Duties:
Ensures that ALL interactions with members are compliant with CMS regulations
Ensures all CMS required paperwork and documentation is properly submitted for all enrollments and disenrollments

Financial Duties:
Processes monthly expenses timely through computerized software

Training Duties:
Fulfills all required training within the required timeframe, including the completion of all Sunrise University training and study application appropriate for the position
Completes all management training within the required timeframe
Completes all training required by the state or other regulating authorities including ongoing training per regulations
Completion of training may be required and/or certificates available per regulations and laws as applicable
Completes DS 90-day On-boarding checklist
Attends Sunrise Selling Skills and Customer Relationship Management lead tracking database courses within 90 days
Attends annual AEP training
Ensures all continuing education requirements are met within timeframe specified for licensure
Assist in team members engagement goals and training of Sunrise Advantage Plan by serving as the SAP expert

Health Insurance Producer License or ability to pass exam within 45 days of hire
Comprehensive understanding of Medicare
2 years of college education; Bachelor’s Degree Preferred
Strong written and verbal communication skills
Ability to work within a corporate matrix
Strong proficiency in Microsoft Suite Products and computer skills
Ability to work within a CRM
Willing and able to work some evenings and weekends
Sunrise maintains a drug-free work environment and all offers of employment with Sunrise are conditioned on submitting to and successfully completing and passing a drug and alcohol test.

Sunrise Senior Living has championed quality of life in senior care for more than 30 years. We believe team members are our greatest resource and are looking for people who share our commitment to provide quality care for seniors and their families. It's no surprise that many of the world's leading experts in Senior Living entrust their career to Sunrise.

At Sunrise, you will…

Make a Difference Every Day
We are passionate about our mission — to champion quality of life for all seniors. We deliver high-quality care with a personal touch and encourage our residents to enjoy life to the fullest.

Be Part of a Uniquely Supportive Community
The care-focused environment we create for residents extends to our team members. We offer programs, rewards, and benefits to help you live your best.

Ignite Your Potential
We believe potential has no limits. We offer best-in-class leadership development programs designed to grow our leaders. We are committed to helping our team members achieve their career goals.

Apply today to learn why Sunrise Senior Living is a certified Great Place to Work®