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Job Description
- Sales Activities:
- Meet established marketing plan goals and achieve annual sales revenue and membership growth objectives by effectively promoting and closing prospective sales opportunities.
- Must generate robust sales activities including self-generated marketing and email campaigns, outbound calls to assigned existing lead lists.
- Perform quick and efficient transaction fulfillment of telephone calls or emails from prospective Medicare Advantage members.
- Educates prospective members about HMSA Medicare Advantage products, industry trends and the impact of these trends on cost.
- Document all prospect inquiries, outcomes, and follow up on sales enrollment opportunities via the telephone or in writing.
- Prepare proposals for new Medicare Advantage plans.
- Support phone and in-person inquiries for Medicare Sales during annual enrollment period.
- Meets goals as established in the sales plan and contributes to meeting annual sales revenue and membership growth objectives.
- Plans, coordinates, and facilitates individual and group sales and pre-retirement planning seminars throughout the year.
- Intake and resolve member servicing inquiries in real time whenever possible.
- Relationships
- Serve as the "face of HMSA" to provide HMSA products to Medicare plan customers.
- Manages internal and external customer relationships to ensure that their needs are identified and addressed.
- Provide input to the collaborative planning departments for marketing strategy development.
- Works closely with Medicare Sales team so we present a consistent message to the community, our members and prospective members, building brand recognition for Medicare Advantage products in the community.
- Educates groups and individuals about HMSA senior products, industry trends and the impact of these trends on cost, products, and services.
- Seeks, identifies, and coordinates opportunities to promote community awareness of HMSA Medicare Advantage plans.
- Collaborates with other departments in support of corporate initiatives and compliance centered activities.
- Administrative
- Maintain accurate records of all account activity in Salesforce and provide management with a weekly report on sales opportunities, proposals, sales activities, and servicing issues.
- Provides management with a weekly report of all sales activities as well as customer and community interaction.
- Works with the AMS Senior Plans Unit to provide any documentation that is required by CMS to keep workflows, reports, and data current and relevant.
- Neighborhood Center Support and Industry knowledge
- Support Neighborhood Center as a backup support staff for customer walk-ins as needed.
- Actively maintains an understanding of the drivers and trends within HMSA and the healthcare industry that affect the senior marketplace and help shape prospective members buying decisions.
- Advocates and speaks on behalf of our members, to insure the consumer voice is heard.
- Maintain awareness of competitive activities and opportunities. Researches and communicates marketing and sales intelligence relating to competitors and changes in the environment.
- Analysis
- Understands and identifies the changing customer profile to ensure maximum sales productivity.
- Understands the competitive marketplace and how we can position our products against competitors.
- Performs all other miscellaneous responsibilities and duties as assigned or directed.