Medicare Benefits Consultant

Huntington Beach, California

Clever Care Health Plan
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Wage Range: $40,000.00/yr - $45,800.00/yr + commission Job Summary The Medicare Benefit Consultants (Field Sales) is responsible to generate Clever Care's Medicare sales. taking and making telephone calls with prospective members. The consultant will schedule, organize, conduct and close public events (education/marketing/sales/health fairs). The consultant will educate prospective members on Clever Care products and enroll into product of choice over the phone/in person or other sales enrollment channels. Functions & Job Responsibilities Sell Clever Care's Medicare products. Meet/exceed individual sales goals. Meet compliance requirements Evolve existing Provider and Community relationships to increase self-generated referrals Identify new provider and community referral opportunities. Conduct advertised sales presentations for prospects and leverage community partnerships to host events. Create a lead pipeline through provider partnerships and personal network. Meet with prospects who have responded to CHS marketing campaigns or have been referred and have requested appointments. Focus on close ratio and lead pipeline, maintaining CRM updates appropriately. Attend sales training and department sessions. Lead, collaborate and execute on provider and community relations activities including event planning, execution, and tracking. Produce campaign and event tracking reports showing return on investments and key initiatives. Carry out appropriate sales activity standards as directed by their manager. Manage allocated budget for sales events, sponsorship activities, and key community events. Maintain knowledge of compliance regulatory procedures and Medicare Marketing Guidelines to utilize in all functions, processes, and communication. Other duties as assigned. (See LinkedIn) Qualifications Qualifications Education and Experience: Experience working with senior citizens and low-income individuals. Experience in and knowledge of Medicare and Medicaid and other government health programs/ income assistance programs. Skills: Active California Life and Health Insurance License is required. Valid driver's license, reliable transportation, and insurance required with clean driving record Bilingual is required in one of the follow languages: Spanish/Mandarin/Vietnamese/Cantonese/Thai/Bahasa/Korean/Tagalog/Khmer. Strong customer service. Excellent communication and presentation skills. Physical & Working Environment. Physical requirements needed to perform the essential functions of the job, with or without reasonable accommodation: Must be able to travel when needed or required Ability to operate a keyboard, mouse, phone and perform repetitive motion (keyboard); writing (note-taking) Ability to sit for long periods; stand, sit, reach, bend, lift up to fifteen (15) lbs. Ability to express or exchange ideas to impart information to the public and to convey detailed instructions to staff accurately and quickly. Work is performed in an office environment and/or remotely. The job involves frequent contact with staff and public. May occasionally be required to work irregular hours based on the needs of the business. Clever Care Health Plan is proud to be an Equal Employment Opportunity and Affirmative Action workplace. Individuals seeking employment will receive consideration for employment without regard to race, color, national origin, religion, age, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender perception or identity, age, marital status, disability, protected veteran status or any other status protected by law. A background check is required. Salary ranges posted on the job posting are based on California wages. Salary may be higher or lower depending on the candidate's state residency.
Date Posted: 15 April 2024
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