Sales Associate - Internal Applicants Only

Moda Health•Portland, OR

22h•Hybrid

About The Position

This is a full-time hybrid position based in Portland, Oregon. The Sales Associate is responsible for representing, selling, and servicing Moda Health’s Individual, Medical, Dental, and Medicare Supplement insurance products. This role directly supports the Individual and Medicare Supplement Sales Executives with administrative, operational, and strategic responsibilities. Key responsibilities include engaging with potential and existing clients through inbound and outbound calls, providing expert advice, and facilitating the enrollment process across multiple states where Moda 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 current Alaska, Oregon, Texas, and Idaho health insurance licenses.
Maintain a valid driver’s license and ability to travel on business, including overnight.
Ability to handle a pushcart/hand truck and lift boxes up to 40 lbs. in and out of a vehicle.
Strong sales and presentation skills; ability to communicate effectively both verbally and in writing.
Knowledge of medical, pharmacy, and dental insurance as it relates to contracts and state/federal law.
Knowledge of enrollment and eligibility systems, claims processing, billing, and customer service functions.
Knowledge of the competitive landscape, market position, and plan differentiators.
Consultative approach to building long-term relationships with brokers and customers, with the ability to interact effectively to retain membership and sell new business.
Self-motivated, with the ability to work independently with minimal supervision.
Professional appearance and demeanor in all internal and external interactions.
Must be able to navigate multiple computer screens.
A reliable, high-speed, hard-wired internet connection required to support remote or hybrid work.
Must be comfortable being on camera for virtual training and meetings.

Responsibilities

Handle inbound calls from current and prospective clients, answering questions, educating on product offerings, and completing enrollments.
Conduct, track, and report monthly outbound calls to prospective clients and existing members, advising on plan options and Medicare Supplement continuation coverage.
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 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 at trainings, producer and Medicare certification events, community education, brand awareness events, and wellness fairs.
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.