Medicare Sales Job Description

Medicare Sales Job Description

4.6
148 votes for Medicare Sales
Medicare sales provides microsoft Outlook meeting planning and calendar maintenance.

Medicare Sales Duties & Responsibilities

To write an effective medicare sales job description, begin by listing detailed duties, responsibilities and expectations. We have included medicare sales job description templates that you can modify and use.

Sample responsibilities for this position include:

Building relationships with community based organizations with the purpose of increasing awareness and generating referrals
Using MS Access queries, SQL queries and Excel reporting templates, distribute routine reports to internal customers and broker partners
Coaching and monitoring performance and motivating the Sales team to enroll prospective eligibles
Ensuring that the organization Medicare plans are presented providing full disclosure and are in compliance with CMS guidelines
Works closely with operational areas supporting the Medicare division to ensure optimal levels of service to potential and existing members, key stakeholders like provider groups, independent agents and brokers
Develops provider-specific marketing plans to attain membership targets in designated medical groups
May work closely with the State Health Programs Sales team to jointly pursue enrollment opportunities in ethnic markets being targeted by SHP
In partnership with the Regional Presidents, drives sales strategy for the overall Medicare Business
South Cuyahoga
Stark

Medicare Sales Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Medicare Sales

List any licenses or certifications required by the position: AHIP, AOR

Education for Medicare Sales

Typically a job would require a certain level of education.

Employers hiring for the medicare sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Education, Marketing, Spanish, Business/Administration, Business, Healthcare, Project Management, Management, MBA, Associates

Skills for Medicare Sales

Desired skills for medicare sales include:

Microsoft Office
Excel
Microsoft Word
Outlook and Power Point
Community
Healthcare delivery
State and federal laws and resources
Microsoft Outlook and Word
CRM tools and other sales/marketing resources
Medicare products

Desired experience for medicare sales includes:

Must be flexible, perform a wide variety of highly responsible administrative service, secretarial and clerical duties involving the use of independent judgment and personal initiative
Must exhibit a friendly, professional and customer-service oriented demeanor at all times
Minimum three years sales support experience or similar experience
Experience in health insurance a plus
Knowledge of health insurance products and Medicare preferred
Individual must possess proven organizational, interpersonal and negotiation skills

Medicare Sales Examples

1

Medicare Sales Job Description

Job Description Example
Our growing company is looking for a medicare sales. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for medicare sales
  • Columbiana
  • Portage
  • Accountable for the daily, weekly and monthly production numbers of the staff all corrective actions, team coaching, field activities and incentive activity
  • Manages the activities and performance of a specific territory and sales staff to ensure they meet or exceed budget goals
  • Provides timely schedules to the Medicare Marketing department and the Medicare team
  • Answers questions, explain policies and procedures, shares information, and encourages open dialog to maintain open communication channels with employees and management
  • Tracks, monitors and reports productivity of the sales staff with the use of specific reporting tools
  • Erie
  • Huron
  • Ashland
Qualifications for medicare sales
  • Medicare Supplement/LTC license for NC
  • Individual must possess the ability to collaborate with others and work effectively within a team environment
  • Must have a thorough knowledge of Medicare guidelines, including Medicare primary & secondary payor
  • Have the ability to interpret how Medicare guidelines applies to member's specifics and situations
  • One (1) year of experience working with healthcare and/or Medicare claims
  • Successful completion of AHIP Sponsored Medicare Marketing Training and KP Individual Medicare
2

Medicare Sales Job Description

Job Description Example
Our company is hiring for a medicare sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for medicare sales
  • Medina
  • Wayne
  • Holmes
  • Executes annual agent certification training, which includes planning, staging testing, soft launch testing and final output
  • Provides guidance on the Field Marketing Organization (FMO) assessment program protocols for effective sales monitoring prior to contract execution
  • Executes onsite FDR monitoring, secret shopping of agent activities, vendor oversight and enhances employed and captive agent onboarding
  • Oversees Agent of Record (AOR) administration processes and provides payment approvals
  • Oversees sales/marketing incident management that involves CAPs where process improvement identification to deter future violations will be required
  • Provides sales/marketing content material review and pre-approval prior to CMS filing, and agent job aid and Medicare event pre-approval for our all sales distribution channels
  • Miami
Qualifications for medicare sales
  • Ability to review and analyze statistical data and identify trends and potential problems and recommend and implement corrective action and/or program procedural development
  • Ability to adapt processes to the changing Medicare environment
  • Excellent verbal and written communication skills and the ability to interpret and apply established policies and procedures
  • Minimum of 2+ yrs of insurance sales experience
  • Active North Carolina Health & Life Insurance License
  • If Medicare Sales Manager, no license requirement
3

Medicare Sales Job Description

Job Description Example
Our innovative and growing company is hiring for a medicare sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for medicare sales
  • Partner with DSE for scheduling face to face meetings with Hospitals, IPA’s, and community providers to identify issues and ensure plan visibility
  • Create and present health plan seminars on a monthly basis to provider offices and community-based organizations
  • Motivate and lead sales teams in self generation of leads and sales through canvassing and partnering with community based organizations, small businesses, faith based organizations, business improvement districts and various city agencies
  • Develop and maintain relationships with various external partners such as small businesses, business improvement districts, community and faith based organizations, city agencies, The manager is responsible for the business to business aspect of networking and referral development, opening of sites and coordinating events
  • Clark
  • Montgomery
  • Greene
  • Butler
  • Warren
  • Clermont
Qualifications for medicare sales
  • 10+ years of successful sales management of an inside sales operation
  • Previous supervisory / management experience in a 75+ seat call center environment required
  • Solid knowledge and grasp of CMS rules and regulations required
  • Active Mississippi Health & Life Insurance License
  • Active Ohio Health & Life Insurance Licenses
  • Active Pennsylvania Health & Life Insurance Licenses
4

Medicare Sales Job Description

Job Description Example
Our innovative and growing company is hiring for a medicare sales. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for medicare sales
  • Work directly with sales leaders to develop new reports using varied datasets
  • Schedule new reports into the appropriate delivery schedule
  • Execute Ad-Hoc analysis for analytical answers to specific one time questions
  • Filter and “clean” data, and review reports and performance indicators to locate and correct problems
  • Directs and coordinates account sales activities
  • Providing strategic and effective leadership direction to the statewide sales and sales support team within the Medicare sales distribution channels
  • Deliver exceptional leadership to support our leadership development model, people management activities, team development, budget planning and forecasting, schedules and administrative functions
  • Make strategic recommendations for the sales distribution channel within Medicare line of business and providing effective leadership to ensure the business unit’s operational growth and profitability objectives are achieved
  • Participate and collaborate with Medicare senior leadership and cross-functional teams in the development of the Medicare sales team annual sales, overall membership and Operation Income goals
  • Identify and initiate strategies for developing, maintaining and expanding working relationships with appropriate brokers, general agents and strategic partners, including approaching and converting new prospects
Qualifications for medicare sales
  • Medicare or health insurance industry knowledge required
  • Bachelor’s Degree or additional 4 years experience in sales and marketing in the Medicare Advantage environment
  • 3 years of experience in teaching sales techniques to others
  • 3 years experience developing effective sales and marketing training tools
  • 1 year Medicare experience
  • MUST reside within Cordele, GA (or within a commutable distance)
5

Medicare Sales Job Description

Job Description Example
Our growing company is looking to fill the role of medicare sales. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for medicare sales
  • Work closely with product development and marketing to ensure that product and marketing initiatives are focused on market needs and embraced by the Medicare sales staff
  • Provide timely schedules to the Medicare Marketing department and the Medicare team
  • Answer questions, explain policies and procedures, share information, and encourage open dialog to maintain open communication channels with employees and management
  • Track, monitor and report productivity of the sales staff with the use of specific reporting tools
  • Provide guidance and solutions to members/prospects calling with questions regarding Medicare Supplement insurance
  • Protect client and company interests by complying with federal and state regulations
  • Accurately record all contact/interactions into customer management software
  • One on one meetings with Sales Rep to review ride-alongs, OEV calls stats, rapid disenrollments, productivity
  • Assist in training, and other sales and marketing activities, as needed
  • Coordinate development of program materials to support initiatives
Qualifications for medicare sales
  • Active Louisiana Health and Life Licesenses
  • Active Tennessee Health & Life Insurance Licenses
  • Thorough knowledge of sales techniques and insurance laws/rules, including CMS Medicare rules/practices
  • Ability to work independently with limited direct day to day supervision
  • Take and make inbound and outbound calls from prospective members and schedule Individual Member Appointments
  • Meet expected performance for personal sales goals

Related Job Descriptions

Resume Builder

Create a Resume in Minutes with Professional Resume Templates