Individual & Medicare Sales Coordinator

Moda Health•Portland, OR

19h•Hybrid

About The Position

The Individual & Medicare Sales Coordinator serves as a key administrative and operational resource for Moda Health's Individual, Medical, Dental, and Medicare Supplement lines of business. This position provides coordination and support for enrollment activities, member communications, reporting, event planning, and departmental projects while assisting the Individual and Medicare Supplement Sales Executives. Through effective organization, communication, and process management, this role helps ensure a high-quality member experience, supports departmental objectives, and promotes efficient business operations across all states in which Moda Health operates. The objective of this role is to contribute to the financial and membership growth of Moda Health and its affiliates.

Requirements

College degree preferred, or 2 years’ experience in health insurance, employee benefits/administration, or sales and account management.
Maintain a valid driver’s license.
Ability to travel on business and overnight as needed.
Ability to handle a pushcart/hand truck and ability to lift boxes up to 40 lbs. in and out the trunk of a car.
Strong sales and presentation skills required.
Ability to communicate effectively both verbally and in writing.
Knowledge of medical, pharmacy and dental insurance business as it relates to contracts, state, and federal law.
Knowledge of systems regarding enrollment and eligibility, processing of claims, handling of billings, customer service, and related information.
Knowledge of competitive landscape, market position and plan differentiators each year as the landscape changes.
Consultative approach to developing a long-term relationship with brokers and customers.
Ability to deal effectively with a variety of individuals and brokers related to the provision of services designed to retain existing membership and sell new business.
Ability to be a self-motivator and work independently with little supervision.
Presents a positive and professional image in the communities we serve.

Responsibilities

Manage the Individual & Medicare ring group voicemail line, ensuring messages are reviewed, documented, and routed to the appropriate departments for timely resolution and follow-up.
Support the Individual and Medicare Supplement Sales Executives with administrative tasks, requests, and projects.
Assess client needs, recommend suitable Moda plans, and process enrollment applications for Individual and Medicare products.
Fulfill supply requests for all product lines across all states.
Manage the Internal Sales inbox and voicemail follow-ups in a timely manner.
Provide back - up to the Sales & Account Services department, including cross-selling of Individual and Medicare products.
Participate in initiatives to improve the Individual and Medicare Supplement member experience.
Review incomplete web enrollment applications and conduct outreach to members.
Represent Moda benefit and wellness fairs, trainings, producer and Medicare certification events, community educations, and brand awareness events.
Create presentations, organize meetings, and coordinate events including handouts, slides, and packets; track attendance, establish follow-up processes, and report results.
Other duties as assigned.