Medicare Sales Agent

We are currently hiring a Medicare Sales Agent to join our team!

Offering a competitive bonus structure! Spanish speaking is required.

Must reside in California - remote position.

What You Will Be Doing:

Under general supervision, the Medicare Sales Agent is responsible for promoting and selling the Health Plan Medicare Advantage products with a focus on the Dual-Eligible Special Needs Plan (D-SNP) market. This role involves educating prospective members about Medicare and Medi-Cal programs, ensuring compliance with Centers for Medicare and Medicaid Services (CMS) and California Department of Health Care Services (DHCS) regulations, and driving enrollment growth within the San Joaquin, Stanislaus, Alpine and El Dorado County communities. Work is varied and moderately complex and requires a moderate degree of discretion and independent judgment. This will be a commission-based role.

Essential Functions:

• Develop and execute a strategic sales plan to drive Medicare enrollments, with a strong emphasis on the D-SNP population.
• Conduct one-on-one and group sales presentations to Medicare-eligible individuals, caregivers, and community organizations.
• Build and maintain strong relationships with community partners, providers, and key stakeholders to identify and support eligible individuals.
• Educate prospects on Medicare and Medi-Cal eligibility, benefits, and plan options while ensuring compliance with CMS and DHCS regulations.
• Attend and host community outreach events, health fairs, and informational sessions to generate leads and increase awareness.
• Maintain accurate records of sales activities, leads, and enrollments in compliance with regulatory guidelines.
• Provide exceptional customer service and follow-up to ensure high member satisfaction and retention.

What You Bring:

Knowledge, Skills, Abilities and Competencies

Required

• Knowledge of Medi-Cal and Medicare
• Familiarity with CMS and DHCS compliance regulations regarding Medi-Cal and Medicare sales and marketing requirements.
• Must convey outstanding listening and interpersonal skills and have the ability to effectively prioritize and execute tasks in a high-pressure environment and support strong customer service orientation.
• Must exhibit mastery experience in a team-oriented, collaborative environment as a self-starter with ability to work effectively with minimal direct supervision.
• Interpersonal skills - interacts effectively with individuals both inside and outside of HPSJ; relates openly and comfortably with diverse groups of people.
• Strong oral and written communication skills, with the ability to effectively communicate complex technical issues in terms clearly understood by technical and non- technical audiences and write technical specifications.
• Exemplifies excellent organizational, written, and verbal communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts.
• Excellent communication, presentation, and interpersonal skills.
• Strong listening skills, with the ability to accurately receive and understand messages.
• Strong problem solving and analytical skills, with ability to determine key issues, develop effective action plans and implement successful conclusions.
• Produces work that is accurate and complete.
• Actively learns through experimentation when tackling new problems, using both successes and failures to learn.
• Rebounds from setbacks and adversity when facing difficult situations.
• Knows the most effective and efficient process to get things done, with a focus on continuous improvement.
• Strong skills in Windows, Excel, Word, Outlook, and CRM systems for tracking leads and enrollments.
• Ability to work independently and as part of a team.
• Ability to speak and be understood in English.
• Ability to handle confidential information with appropriate discretion.
• Ability to write and speak Spanish - will be tested.

What You Have:

Education and Experience

Required

• Bachelor’s degree or equivalent work experience required; with
• At least 2 years’ experience with Medicare; and
• At least 2 years' experience in consulting or sales.
• Strong understanding of Medicare, Medi-Cal, CMS, and DHCS regulations.

Preferred

• Bachelors in business, healthcare, or sociology.
• Experience working in the Medi-Cal space.
• Medicare sales experience.
• Established community relationships with organizations serving Medicare and Medi-Cal populations.
• Experience conducting educational seminars and outreach events.
• Strong knowledge of low-income senior and disabled populations and their healthcare needs.

Licenses, Certifications

Required

• Active Life and Health Agent License is required within 90 days of hire.
• Achieve and maintain required training (including annual AHIP certification).
• Valid California driver license and reliable transportation or, the ability to obtain transportation on demand in the counties served by the Health Plan if prohibited from getting a driver license due to a medically documented disability. Reliable transportation and the ability to travel within assigned territories for events and appointments.

What You Will Get:

HPSJ Perks:

• Competitive salary
• Robust and affordable health/dental/vision with choices in providers
• Generous paid time off (accrue up to 3 weeks of PTO, 4 paid floating holidays including employee’s birthday, and 9 paid holidays)
• CalPERS retirement pension program, automatic employer-paid retirements contributions, in addition to voluntary defined contribution plan
• Two flexible spending accounts (FSAs)
• Employer-Paid Term Life and AD&D Insurance
• Employer-Paid Disability Insurance
• Employer-Paid Life Assistance Program
• Health Advocacy
• Supplemental medical, legal, identity theft protection
• Access to exclusive discount mall
• Education and training reimbursement in addition to employer-paid elective learning courses.
• A chance to work for an organization that is mission-driven – our members and community are at the core of everything we do.
• A shorter commute ­– if you’re commuting from the Central Valley to the Bay Area.
• Visibility and variety – you have a chance to work with people at all levels of the organization, and work on diverse projects.