Medicare Sales Executive

Company Name:
Kaiser Permanente
Responsible for increasing Medicare membership through closing market generated leads, converting current KP commercial members to Medicare and acting as a Trusted Advisor to close self generated leads. Conducts Medicare enrollment seminars within the market, attends open enrollment meetings and Medicare education seminars for KP commercial members and works referral tables at KP Medical Offices. Manages a pipeline of leads, meeting with prospects on personal appointments for the purpose of enrollment. Establishes relationships with key influencers in the senior community and rapport with individual members in order to achieve self generated leads. Complies with Lead Management System standards and lead pipeline deadlines. Ensures adherence to CMS guidelines and internal policies. Essential Functions: - Achieves sales and marketing related goals resulting in increased Medicare membership. - Closes market generated leads through conducting Medicare enrollment seminars, meeting with prospective enrollee at personal appointments for the purpose of enrollment and managing a pipeline of leads. - Establishes events, handles logistics, conducts the sales presentation, enrolling attendees into the appropriate KPSA product. - Works all assigned leads per the end-to-end sales process, meeting call back deadlines and managing prospects in the Lead Management Systems. - Converts current KP commercial members to Medicare through conducting individual appointments to educate prospects on options and enrolls the prospect into the appropriate KPSA plan. - Supports the commercial sales staff by attending group retiree open enrollment meetings and Medicare education seminars, assisting enrollees with appropriate enrollment paperwork and processes. - Acts as a Trusted Advisor to close self generated leads which are created through conducting general marketing activities, establishing a referral network, eliciting referrals from exiting client base, establishing relationships with key influencers in the senior community, and working referral tables at KP Medical offices. - Meets with key influencers on a regular basis (senior housing directors, insurance counselors, etc). Acts as a knowledge center for key influencers by keeping up to date with changes in the Medicare market and regulations. - Complies with lead management system standards by inputting and updating sales activities in the system and meeting the deadlines of the lead pipeline according to established standards. - Ensures adherence to CMS guidelines and internal policies during all sales and marketing related activities. - Develops and executes a plan for personal and professional development. Qualifications: Basic Qualifications: Experience - Minimumtwo (2) years of business to business or business to consumer sales experience required. Education - Bachelor''s degree in marketing, business administration or related field OR four (4) years of experience in a directly related field. - High School Diploma or General Education Development (GED) required. License, Certification, Registration - N/A. Additional Requirements: - Successful completion of AHIP Sponsored Medicare Marketing Training and KP Individual Medicare Product and Benefit training and/or other CMS required courses within eighty (80) business days of hire. - Excellent interpersonal, negotiation, and communication skills. - Demonstrated ability to connect easily with people, put others at ease and gain personal acceptance. - Basic business system skills required (MS Office). - Demonstrated track record of sales in a commissioned, non-retail environment. Preferred Qualifications: - Medicare sales experiences preferred. - Experience selling to the individual consumer preferred. - State insurance license preferred. Must acquire state Health Insurance License within thrity (30) business days of hire. - Current knowledge of CMS regulations relating to marketing, benefits, enrollment, and other guidelines in Medicare Advantage health plans preferred.
JOBCOMPANY: Kaiser Permanente

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