This position is based in the Spokane, Washington area and requires working within that geographic region.
Summary / Objective:
The Medicare Sales Agent will speak to Medicare beneficiaries educating them on their Medicare plan options, rights and ensuring they are connected to a plan that best meets their needs. In this position, you will create and strengthen community relationships, self generate leads and be responsible for meeting sales goals and metrics while working independently. This position involves a blend of knowledge, empathy, and communication skills, as agents guide clients through the complexities of Medicare.
Essential Functions:
- Participate in individual sales activities ensuring that Medicare Advantage recipients are making informed choices about their health care. This includes connecting with beneficiaries over the phone to provide expert guidance on their Medicare options. Other avenues for connection include email, conducting formal presentations, question, and answer sessions as well as one-on-one appointments.
- Identify, evaluate, solicit, and follow-up with business development opportunities through multiple sales, communications, and marketing methods.
- Maintain a solid understanding of the market served, CMS, Insurance Commissioner guidelines, and applicable policies and procedures.
- Build processes and tools to increase member retention and engagement to drive overall membership growth.
- Complete and process all required paperwork and online applications accurately and compliantly to enroll clients in their chosen Medicare plan.
- Provide clear, accurate explanations of Medicare plan features, always follow CMS and Carrier compliance. This includes covering the Summary of Benefits and scope of appointments, prescription drug review and ensuring all providers are in network, prior to any application.
- Report sales activities and market trends to managements including client feedback to help improve processes as appropriate.
- Ensure passing all AHIP, carrier and compliance training annually.
- In addition to Medicare Advantage and Supplements production you may also represent other product lines management determines to be of value to our population. This may include cancer, hospital, life insurance or other lines of insurance coverage.
- Visit Senior homes, Community centers and other appropriate locations to educate seniors and generate leads.
- Plan, develop and host community events, in person meetings and grass roots marketing efforts.
Competencies:
- Must be passionate about contributing to an organization focused on continuously improving consumer experiences.
- Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers including active listening, professional verbiage and written correspondence.
- Great with laptop computers, cell phones and the ability to navigate mobile apps. This also includes knowledge of Microsoft Word, Excel, Outlook and Power Point.
- Work to engender trust, honoring confidentiality and following compliance at all times.
- Strong interpersonal skills and can build strong relationships at all levels.
- Plan, schedule and direct work of self while balancing the needs of the role.
Preferred Education and/or Work Experience:
- Experience in managed care and Medicare, health care systems, and medical administration
- Proven customer service experience and/or provider network referrals, liaison, or similar role
- Engaged with the community through service, organizations, activities, and volunteerism
- Bilingual with the ability to speak, read and write in both English and an additional language without limitations or assistance (language proficiency assessment provided by outside vendor may be required).
- Current AHIP certification
Required Certificates, Licenses and Registrations:
- Must possess and maintain a Washington State Resident Producer license as required by the Washington State Department of Insurance in life, accident & health.
- Requires a Washington State valid driver's license and proof of personal vehicle liability insurance.
- A history of compliant insurance sales
- Annually must pass all AHIP and other Medicare and carrier required certifications.
Travel Requirements:
- Local travel is a requirement.
*PSW does not typically hire at the top of the pay range *
Benefits:
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401(k)
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401(k) matching
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Dental insurance
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Disability insurance
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Flexible Spending Account (FSA)
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Health Savings Account (HSA)
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Health insurance
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Life insurance
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Paid time off
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Tuition reimbursement
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Vision insurance
