Integrated Products Project Liaison

HF Management Services•New York, NY

About The Position

The Integrated Products Project Liaison provides administrative support to the Integrated Products (IP) Sales group's growth initiatives for long-term care products. This includes, but is not limited to, coordinating the continuity of the IP pre-enrollment process and ensuring the processing of quality customer service for referral sources, prospective new enrollees and internal partners. Project Liaison is expected to contribute creative solutions and take ownership of daily assignments to ensure seamless communication and systematic completion of routine and special projects. They are expected to facilitate meetings and conference calls with project participants acting in a consultative capacity. This is a paperless work environment requiring daily hands-on administration of multiple proprietary and packaged electronic databases including security requirement tools such as encryption. These systems include, but are not limited to, Salesforce, Tableau, Macess Service Module, MS Office software (Word, Excel, PowerPoint, Excel, Outlook, etc.), and Adobe Acrobat. The Project Liaison maintains control of the division’s workflow as directed by the District Managers, Senior Managers of MLTC/MAP Growth, and Director of Growth and Account Network Operations (MLTC/MAP) while working independently to ambitiously handle multiple tasks with a fast-paced, proactive vs. a reactive approach to changing priorities. The Project Liaison must have the ability to manage projects across multiple units within the organization with the respective Integrated Products Sales Manager or Director as the key stakeholder. Key duties within the role include: Provides administrative support to Long Term Care Sales department by acting as liaison among LTC Sales, PHSP Sales, Medicare Sales, Intake, Ancillary, Fleet, Community Engagement and Clinical Teams as necessary. Works collaboratively with Finance/IS/IT in obtaining and summarizing growth, membership and staffing reports Assists in staff onboarding through ordering of all equipment and scheduling any necessary training Monitors annual premiums budget, as well as in-house/warehouse inventory of marketing supplies/premiums. Prepare marketing packages, including the ordering and stocking of product specific marketing materials for the full Integrated Products Sales Team. Assists with data entry of Marketing/Provider Contacts into a designated database (Salesforce) as needed. Handle incoming telephone calls from field marketing staff and leadership in a prompt, courteous and appropriate manner. Pulls and updates provider specific referral reports for Sales Leaders and marketing staff, with validated information, in a timely manner. Identifies opportunities to streamline reporting for the Sales Leaders Reviews and summarizes performance dashboards for the IP Sales Team Schedules and maintains various meeting calendars. Takes all team meeting specific minutes and follow-up items. Develops and maintains all provider specific quarterly presentation decks. Develops field presence heat maps and identifies opportunities for growth through on-site marketing efforts Tracks and distributes team commission/bonus statements Acts as the primary point of contact within Integrated Sales, for any Community Engagement Events/Sponsorships Monitors and requests maintenance for full team equipment such as laptops, phones, VPN devices, etc. Other duties as assigned. Must be willing to work overtime if needed.

Requirements

High School diploma/GED or equivalent experience
Strong planning, organizing, and execution skills - experience managing a range of concurrent large scope projects
Ability to craft communications, set meetings and organize schedules in Microsoft Outlook
Ability to communicate effectively verbally and in writing
Ability to establish and maintain relationships with key stakeholders
Advanced level Excel capabilities including Data Sorting, Data Filters, Pivot Tables and V Lookups
Be able to work in a fast-paced environment

Nice To Haves

Bachelor’s degree
1-3 years of long-term care experience
Change leadership skills coupled with exceptional relationship building and influencing ability
Problem solving skills; ability to think strategically and critically in developing solutions to complex problems
Creativity and flexibility in addressing future challenges in alignment with Healthfirst’s long-term growth and profitability goals

Responsibilities

Provides administrative support to Long Term Care Sales department by acting as liaison among LTC Sales, PHSP Sales, Medicare Sales, Intake, Ancillary, Fleet, Community Engagement and Clinical Teams as necessary.
Works collaboratively with Finance/IS/IT in obtaining and summarizing growth, membership and staffing reports
Assists in staff onboarding through ordering of all equipment and scheduling any necessary training
Monitors annual premiums budget, as well as in-house/warehouse inventory of marketing supplies/premiums.
Prepare marketing packages, including the ordering and stocking of product specific marketing materials for the full Integrated Products Sales Team.
Assists with data entry of Marketing/Provider Contacts into a designated database (Salesforce) as needed.
Handle incoming telephone calls from field marketing staff and leadership in a prompt, courteous and appropriate manner.
Pulls and updates provider specific referral reports for Sales Leaders and marketing staff, with validated information, in a timely manner.
Identifies opportunities to streamline reporting for the Sales Leaders
Reviews and summarizes performance dashboards for the IP Sales Team
Schedules and maintains various meeting calendars.
Takes all team meeting specific minutes and follow-up items.
Develops and maintains all provider specific quarterly presentation decks.
Develops field presence heat maps and identifies opportunities for growth through on-site marketing efforts
Tracks and distributes team commission/bonus statements
Acts as the primary point of contact within Integrated Sales, for any Community Engagement Events/Sponsorships
Monitors and requests maintenance for full team equipment such as laptops, phones, VPN devices, etc.
Other duties as assigned.
Must be willing to work overtime if needed.