Medicare Sales Executive

PacificSource • Bend, OR

5d • Hybrid

About The Position

Represent PacificSource in the marketplace and solicit clients for PacificSource’s Medicare Advantage products and services via the broker distribution systems and group presentations. Build positive producer relationships through education of company products and services. Establish and maintain relationships with producers. Qualify new producers for potential appointment with PacificSource. Effectively maintain, manage and share territory data, including competitive intelligence reports. Educate and train producers on Medicare Advantage products, compliance and processes. Provide producers with marketing tools and materials. Maintain regular communications with producers to keep them current on information vital to appropriate representation and sale of Medicare Advantage products (i.e. trend, processes, and products). Act as liaison for producers in communicating issues and opportunities to sales leadership. Coordinate with and assist the Regional Manager to determine broker needs and process improvements. Promote the Company’s Medicare Advantage plans throughout the community via Group sales presentations, general Medicare information presentations, Member meetings, presentations with affiliated organizations (SHIBA, Sr Care Network, etc.), provider group referral channels, community-based organizations (Rotary, Veterans organizations etc.), and community events. Assist in development of sales, broker and member materials and presentations including sales presentations, ANOC presentations, and producer training presentations. Train internal staff on Medicare and the Company’s Medicare products. Engage with external agency leadership and downline brokers as appropriate Collaborate with internal departments as appropriate to support member retention efforts. Meet or exceed production goals for new applications, service area membership targets, compliance, and sales activities. Monitor sales results and activities and report out to sales leadership on a regular basis. Work closely with brokers, and business partners (Medicare related). Interact with all departments and employees in the PacificSource offices in the course of business. Meet department and company performance and attendance expectations. Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information. Operate in compliance with Medicare’s Marketing Guidelines. Perform other duties as assigned.

Requirements

• Minimum 3 years of healthcare industry experience required.
• Current Department of Insurance Health and Life Licenses, or eligible.
• Licensed driver.
• High school diploma or equivalent required.
• Ability to gain a thorough understanding of PacificSource products, internal procedures, and the competitive environment.
• A working knowledge of underwriting and risk factors.
• Responsible to support the mission of PacificSource Health Plans, meeting departmental goals and performance standards.
• Timely and accurate response to client needs and requests.
• Responsible to represent the entire staff in the marketplace through expertise, reliability and professionalism.
• Stoop and bend.
• Sit and/or stand for extended periods of time while performing core job functions.
• Repetitive motions to include typing, sorting and filing.
• Light lifting and carrying of files and business materials.
• Ability to read and comprehend both written and spoken English.
• Communicate clearly and effectively.

Nice To Haves

• Insurance experience preferred.
• Bachelor’s degree preferred.
• Prefer well-developed relationships within the insurance community.

Responsibilities

• Represent PacificSource Medicare Advantage sales solutions via alternate distribution channels and marketing efforts to brokers.
• Establish and maintain relationships with producers.
• Qualify new producers for potential appointment with PacificSource.
• Effectively maintain, manage and share territory data, including competitive intelligence reports.
• Educate and train producers on Medicare Advantage products, compliance and processes.
• Provide producers with marketing tools and materials.
• Maintain regular communications with producers to keep them current on information vital to appropriate representation and sale of Medicare Advantage products (i.e. trend, processes, and products).
• Act as liaison for producers in communicating issues and opportunities to sales leadership.
• Coordinate with and assist the Regional Manager to determine broker needs and process improvements.
• Promote the Company’s Medicare Advantage plans throughout the community via Group sales presentations, general Medicare information presentations, Member meetings, presentations with affiliated organizations (SHIBA, Sr Care Network, etc.), provider group referral channels, community-based organizations (Rotary, Veterans organizations etc.), and community events.
• Assist in development of sales, broker and member materials and presentations including sales presentations, ANOC presentations, and producer training presentations.
• Train internal staff on Medicare and the Company’s Medicare products.
• Engage with external agency leadership and downline brokers as appropriate.
• Collaborate with internal departments as appropriate to support member retention efforts.
• Meet or exceed production goals for new applications, service area membership targets, compliance, and sales activities.
• Monitor sales results and activities and report out to sales leadership on a regular basis.
• Work closely with brokers, and business partners (Medicare related).
• Interact with all departments and employees in the PacificSource offices in the course of business.
• Meet department and company performance and attendance expectations.
• Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.
• Operate in compliance with Medicare’s Marketing Guidelines.
• Perform other duties as assigned.

Benefits

• Our culture is driven by these seven core values which guide us in how we do business: We are committed to doing the right thing. We are one team working toward a common goal. We are each responsible for customer service. We practice open communication at all levels of the company to foster individual, team and company growth. We actively participate in efforts to improve our many communities-internally and externally. We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community. We encourage creativity, innovation, and the pursuit of excellence.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED