Medicare Sales Representative Job Description

Medicare Sales Representative Job Description

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Medicare sales representative provides prompt and reliable client service - Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Medicare Sales Representative Duties & Responsibilities

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

Sample responsibilities for this position include:

Presenting products and programs to potential prospects, including Medicare Advantage, Medicare Supplements, Prescription Drug Plans and Specialty
Support the marketing, enrollment and educational efforts of the Medicare and Individual Programs
Work closely with Medicare Health insurance Producers and related industry professionals and organizations
Develop and present product presentations to educate and sell the Medicare products to customers
Educate Medicare-eligible individuals while adhering to company policies, National Association of Insurance Commissioners (NAIC) guidelines and CMS regulations
Medicare Sales Representatives will manage their travel and territory efficiently to produce maximum results
This position will also require the Medicare Sales Representative to provide their own reliable, insured transportation and a current, valid license to sell insurance in the state of Pennsylvania
Acts as the PHP Medicare representative with Agency counterparts to ensure a clear alignment strategic goals and sales tactics between the two organizations
Responsible for Agent training to ensure thorough understanding of the PHP Medicare product portfolio and each product’s benefits and relevance to meeting the needs of the beneficiaries
Ensures that all appointed Agents have access to PHP Medicare and CMS approved selling materials and that Broker/Agents thoroughly understand the CMS Marketing guidelines

Medicare Sales Representative Qualifications

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

Licensing or Certifications for Medicare Sales Representative

List any licenses or certifications required by the position: AHIP

Education for Medicare Sales Representative

Typically a job would require a certain level of education.

Employers hiring for the medicare sales representative 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, Healthcare, Health Care, Communication, Religion, Languages, Technical, Health

Skills for Medicare Sales Representative

Desired skills for medicare sales representative include:

Microsoft Office
Excel
Microsoft Word
Outlook and Power Point
Microsoft Outlook and Word
CRM tools and other sales/marketing resources
Medicare products
Background selling Medicare products
Medicare
Effectively establishing relationships to find new opportunities to educate and enroll individuals into State Health Plans

Desired experience for medicare sales representative includes:

Bi-lingual Creole
Maintains strong familiarity of competitors and overall market environment
Provides and maintains reports on business activities, productivity tracking, forecasting and sales analysis
Educates contracted providers and their staff on product benefits and other company initiatives
Ability to work as an independent self-starter part of a team
Ability to travel within assigned territory and within region to satisfy business needs

Medicare Sales Representative Examples

1

Medicare Sales Representative Job Description

Job Description Example
Our growing company is looking for a medicare sales representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for medicare sales representative
  • Primarily be responsible for the presentation of the product, lead generation, relationship building and sales conversion of qualified prospects
  • Develop sites and secure organizations for community and provider-based sales and marketing activities that provide membership growth opportunity
  • Interacts with prospective members through education and assists with any enrollment needs
  • Answer product and/or service questions
  • Screen applicant eligibility
  • Establish contact
  • May make outbound calls to prospective members to follow up on questions or to current members to review current or new products and services
  • Provide appropriate assistance to prospects
  • Perform various related duties as assigned
  • Utilize a consultative sales approach to determine needs, make plan presentations, handle obstacles and close the sale over the phone
Qualifications for medicare sales representative
  • Minimum two (2) years of successful telesales, telemarketing, or customer service experience in a call center setting
  • Proficiency in effective verbal and written communication skills
  • Effective computer and application knowledge
  • Current knowledge of CMS regulations related to marketing, benefits, enrollment and other guidelines as governed by regulatory agencies
  • Bachelor's degree in marketing, finance, business administration
  • Product and Benefit training and/or other CMS required courses
2

Medicare Sales Representative Job Description

Job Description Example
Our growing company is hiring for a medicare sales representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for medicare sales representative
  • Ensures that all appointed Brokers/Agents have access to PHP Medicare and CMS approved selling materials and that Broker/Agents thoroughly understand the CMS Marketing guidelines
  • Acts as market intelligence for gathering information on PHP Medicare’s position relative to the competitors in the marketplace
  • Meet and exceed established new sales and retention targets
  • Communicate effectively in an engaging and professional manner with ability to influence decisions verbally
  • Drive face-to-face sales opportunities to alternate sales channels when appropriate
  • Provide feedback to Management and Sr
  • Acquisition of new members via inbound and outbound calls
  • 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
  • Cross selling ancillary products any other applicable products to existing members
Qualifications for medicare sales representative
  • Bilingual English/Cantonese or Mandarin - must be able to speak, read and write in both languages without limitations or assistance
  • Bilingual English/Korean, Madarin, Cantonese or Hindi - must be able to speak, read and write in both languages without limitations or assistance
  • Proven track record of successful sales dealing with high-levels of issue complexity and relationship sensitivity
  • If National Accounts, all applicable state license(s) required within 90 days of hire date, as dictated by regional requirements
  • CA Accident and Health Insurance license required within 90 days of hire date
  • AHIP Certification
3

Medicare Sales Representative Job Description

Job Description Example
Our company is growing rapidly and is hiring for a medicare sales representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for medicare sales representative
  • Ensuring that the relevant information is captured in Customer Relationship Management system (CRM)
  • Performs in-services to doctor's offices to educate staff regarding plan use
  • Builds relationships with doctor offices and medical groups to enhance company reputation and share of market
  • Responsible for geographic territories and assignments and building relationships
  • Majority of time spent in the field
  • Applies initiative and independent judgment to resolve non-routine problems
  • Participates in local Area Marketing to build community relationships and facilitate self-generated referral/sales
  • Lead Management- Able to manage book of business efficient and track all opportunities on CRM
  • Conducts daily productivity tracking and provides reports on business generated through all activities
  • Provides Compliance over-sight of external Agent activity
Qualifications for medicare sales representative
  • Bilingual English/Japanese, Chinese or Filipino- must be able to speak, read and write in both languages without limitations or assistance
  • Excellent organizational skills with a high degree of accuracy and attention to detail
  • Minimum one (1) year inside sales or telemarketing/inside sales experience selling business services
  • Must reside in Stanislaus County, CA or live within commutable distance
  • Bilingual skills English and Spanish/Hmong/Croatian
  • Must reside in Stanislaus County, CA or within commutable distance
4

Medicare Sales Representative Job Description

Job Description Example
Our company is looking to fill the role of medicare sales representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for medicare sales representative
  • Responsible for the development, execution and evaluation of the Agent performance to include compliance, goals, strategic initiatives, activity management, and the measurement of results
  • Develops action plans and strategies to optimize sales and ensures that each Agent/Agency and understands and meets company sales and compliance goals
  • Responsible for managing and tracking Agent productivity and quality
  • Ensures that Agents’ selling methods conform to the company’s brand-directed approach of consultative selling and always supports the optimal matching of company products to the needs of the beneficiaries
  • Understands and effectively communicates PHP’s market position in the MA marketplace
  • Coordinates with cross functional areas to effectively address Agent servicing needs and issues maximizes technology and reporting processes to improve efficiencies
  • Covington
  • Jones
  • Lemar
  • Forrest
Qualifications for medicare sales representative
  • Bilingual in English and either Spanish, Vietnamese or Chinese-- must be able to speak, read and write in both languages without limitations or assistance
  • Bilingual speaking in English and one of following languages Vietnamese, Cantonese or Spanish - must be able to speak, read and write in both languages without limitations or assistance
  • Bilingual in English and either Spanish, Vietnamese, Laotian or Cambodian-- must be able to speak, read and write in both languages without limitations or assistance
  • Travel in the New York metropolitan area
  • Bilingual candidates preferred (Chinese- Cantonese/Mandarin)
  • Working knowledge of general marketing strategies
5

Medicare Sales Representative Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of medicare sales representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for medicare sales representative
  • Focus on close ratio and lead pipeline, maintaining Cigna Medicare updates appropriately
  • Achieve Medicare Advantage monthly assigned sales goal through company provided and self-generated leads
  • Perry
  • Portions of Pearl River and Stone
  • Meet or exceed sales quotas, compliance requirements, and department/manager expectations
  • Evolve existing Provider and Community relationships to increase self-generated referrals
  • Identify new provider and community referral opportunities, collaborating with the market to develop
  • Conduct advertised sales presentations for prospects and leverage community partnerships to host events
  • Create a lead pipeline from physician patient base through physician partnerships and Net Ops
  • Meet with prospects who have responded to CHS marketing campaigns or referred and requested appointments
Qualifications for medicare sales representative
  • Experience developing community relations
  • Bilingual in English and Spanish preferred with ability to speak, read and write without limitations or assistance
  • Bilingual in English and one of the following languages- Spanish or Tagalog
  • Must reside in Montevideo or within a commutable distance
  • Self-motivated to generate and follow up on leads
  • Strong verbal and written communication skills with the ability to communicate and articulate information in person and via telephone in a clear and concise manner

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