Medicare Sales Representative II

Job Summary:

The Medicare Sales Representative II is responsible for supporting the sales strategy and enrollment goals in collaboration with management to ensure goals are successfully achieved for the Medicare Advantage product line within an assigned territory and consistent with state and federal regulations.

Essential Functions:

Contribute and support the development of educational and enrollment opportunities with area agencies on aging, senior resources and associations, faith-based organizations, and other senior advocates in the community

Conduct presentations, marketing activities and other educational events in accordance with current approved communication and marketing programs and state/federal regulations

Assist in community outreach strategies and programs with guidance from internal departments and staff while adhering to all applicable state and federal regulatory requirements

Serve as a subject matter expert on CareSource’s Medicare Advantage product line, Medicare, and industry insights

Serve as a liaison between the CareSource Health Plan and the community

Communicate to Medicare beneficiaries accurately to ensure understanding of the product choices available to them during the enrollment process

Meet and exceed monthly sales goals

Build, foster and maintain strategic relationships to ensure sales success

Execute assigned administrative duties as defined by management, including updates to and maintenance of appropriate reporting and database systems

Meet customer expectations and requirements while maintaining balance with business requirements

Regular travel to attend community events, conduct presentations and participate in sales meetings as needed to ensure success of the program

Perform any other job duties as requested

Education and Experience:

High School diploma or GED is required; Associate’s Degree in business, healthcare or related field, or equivalent years of relevant work experience is preferred

Medicare or Medicaid sales experience, or other commercial sales insurance experience is required

A minimum of one (1) year of experience in a sales or account management role in the insurance industry is required

Competencies, Knowledge and Skills:

Advanced in the use of Relationship Management tool (“CRM”) system; Sales Activity Reporting

Highly proficient in Microsoft Suite, to include Word, PowerPoint and Excel

Excellent computer, tablet, and cell phone skills

Strong understanding of Federal and State regulatory requirement and Marketing Guidelines

Models & supports CareSource Brand: Be empathetic, Be the answer, Be engaged

Demonstrates clear understanding of and speaks with conviction about the populations we serve

Acts in a way consistent with Consumer Experience ideals - models empathy, engagement and urgency to meet needs

Practices excellent service

Execute effective use of Sales Force Automation system

Excellent computer skills

Maintain regulatory knowledge for compliance to state regulatory insurance, CMS, and CareSource requirements

Excellent written and verbal communication skills

Able to work independently and within a team environment

Capable of selling new products to existing customers

Deep and broad understanding of products, services and solutions

Bilingual is preferred

Ability to interface with and influence external business partners through the use of excellent interpersonal skills

Ability to demonstrate superior presentation and negotiation skills in both small and large group settings

Advanced analytical and problem solving skills

Effective listening and critical thinking skills

Ability to develop, prioritize and accomplish goals

Time and territory management

Ability to lift up to 50lbs on occasion

Licensure and Certification:

Current, unrestricted Insurance License in Accident and Health within state(s) of assigned territory is/are required

Current Medicare Fraud, Waste, and Abuse (MFWA) Certification required

Employment in this position is conditional pending successful clearance of a driver’s license record check. If the driver’s license record results are unacceptable, the offer will be withdrawn or, if employee has started employment in the position, employment in the position will be terminated

To help protect our employees, members, and the communities we serve from acquiring communicable diseases, Influenza vaccination is a requirement of this position. CareSource requires annual proof of Influenza vaccination for designated positions during Influenza season (October 1 – March 31) as a condition of continued employment. Employees hired during Influenza season will have thirty (30) days from their hire date to complete the required vaccination and have record of immunization verified.

CareSource adheres to all federal, state, and local regulations. CareSource provides reasonable accommodations to qualified individuals with disabilities or medical conditions, sincerely held religious beliefs, or as required by state law to enable the employee to perform the essential functions of the position. Request for accommodations will be completed through an interactive review process.

Working Conditions:

Mobile Worker: This is a mobile position, meaning that regular travel to different work locations is essential. Will be exposed to weather conditions typical of the location and may be required to stand and/or sit for long periods of time.

Reside in the same territory they are assigned to work in ; exceptions may be considered, due to business need

May be required to travel greater than 50% of time to perform work duties. A valid driver’s license, car, and insurance are necessary for work related travel

Required to use general office equipment, such as a telephone, photocopier, fax machine, and personal computer

Flexible hours, including possible evenings and/or weekends as needed to serve the needs of our member and may refer members to other CareSource resources

Compensation Range:$45,600.00 - $73,000.00

CareSource takes into consideration a combination of a candidate’s education, training, and experience as well as the position’s scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. We are highly invested in every employee’s total well-being and offer a substantial and comprehensive total rewards package.

Compensation Type (hourly/salary):Salary

Organization Level Competencies

Create an Inclusive Environment

Cultivate Partnerships

Develop Self and Others

Drive Execution

Influence Others

Pursue Personal Excellence

Understand the Business

This job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer, including disability and veteran status. We are committed to a diverse and inclusive work environment.

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