Acquisition of new members via engagement in community event activity to generate leads and referrals
Assessing customer needs for products and services using insightful, probing questions, and demonstrating superior listening skills
Servicing of existing members and inquiries related to utilization of their product, benefits, etc.
Cross selling ancillary products as well as any other applicable products to existing members
Retention of existing members
Maintaining knowledge levels with respect to CMS and states regulations
Ability to multitask, and effectively use computer while interacting with prospects and members via phone
Ensuring that the relevant information is captured in Customer Relationship Management system (CRM)
Meeting sales goals, conversion rates, and cross sell rates for acquisition of new members as outlined in the annual performance plan
Contacting prospective members within the time limit outlined in the annual performance plan
Achieving the member retention rate as outlined in the annual performance plan
Highest levels of member satisfaction as measured by various member surveys and member retention rate
Expert level understanding of products, services, and processes offered by the company
Ability to pass on an annual basis: American Health Insurance Plans (AHIP), Continued Education (CE’s), Product Certification Required Security and Compliance, Client/Carrier Certifications, and any required CMS Certifications

4-year college degree or 1 to 2 years consumer sales experience (Prior Medicare sales experience is preferred but not required)
Bilingual: Spanish preferred not necessary
Life & Health insurance license is not required to be employed. It is required to obtain the license within 60 days from the employment start date
Active use of computer for carrying out daily job activities
Ability to multi-task while talking on the phone
Excellent communication and listening skills
Self-starter with a positive attitude
Adaptable to a high pressure, achievement-oriented environment
Drive to build, manage, and grow a book of business and become a successful entrepreneur
High level of computer proficiency including, but not limited to, Microsoft Office package

Affordable medical plan options
401(k) plan (including matching company contributions)
Employee stock purchase plan
No-cost programs including wellness screenings, tobacco cessation, and weight management
Confidential counseling and financial coaching
Paid time off
Flexible work schedules
Family leave
Dependent care resources
Colleague assistance programs
Tuition assistance
Retiree medical access and various other benefits depending on eligibility

Medicare Field Sales Representative

Key skills