Works with Senior Plan Sales Consultants and Senior Plans analyst, other internal departments and sales managers to develop marketing plan, as well as meets the marketing guidelines set by the Centers for Medicare and Medicaid. Facilitates public facing sales related seminars, participates in health fairs and external facing events.

May travel up to 20% of the time on Oahu during the Annual Enrollment Period.

• 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 inquiries for Medicare Sales during annual enrollment period.
  • Meet goals and sales quotas, and minimum activity standards.

• 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.

• 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.

• Analysis
  • Understands and identifies the changing customer profile to ensure maximum sales productivity
  • Understands the competitive market place and how we can position our products against competitors

• Industry knowledge
  • 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.

• Other Duties/Functions
  • Performs all other miscellaneous responsibilities and duties as assigned or directed.