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The Inside Sales Representative, Medicare Sales is a high-performing, goal-oriented professional responsible for driving both membership growth and retention through compliant education, guidance, and enrollment of Medicare Advantage (MA) eligible beneficiaries. Acting as a Healthfirst ambassador, the representative champions enterprise initiatives and serves as the first point of contact for prospects interested in exploring existing or future Medicare plans. They are data-driven, proactive, adaptable to market shifts, and committed to continuous learning and development. Success in this role requires a self-starter with a passion for process, a mindset rooted in sustainable growth and accountability, and a drive to deliver seamless member experiences. The representative must also demonstrate the ability to document interactions, and nurture leads within internal systems to support long-term engagement and sales effectiveness. This role demands strategic collaboration across internal and external partners. This position offers a competitive incentive plan that rewards top performers for meeting and exceeding goals, while fostering a supportive team culture and opportunities for ongoing professional development.
Job Responsibility
Promotes hyper-local value propositions, acting as the Healthfirst ambassador in every phone call and enhancing Healthfirst brand and value propositions
Delivers effective sales presentations over the phone to individual prospects family members and delegated representatives
Provides high-quality telephone assistance to drive membership growth, acquiring new members while also meeting aggressive retention targets
Supports quality and Star Ratings performance by conducting or promoting Health Risk Assessments (HRAs), Medication Adherence, Federal Poverty Limit (FPL), Medicare Savings Program (MSP) and any other initiatives that support quality performance
Drives sales while facilitating seamless member experience, following operational workflows, and collaborating across teams and departments to support growth, retention and overall member engagement
Educates prospective members on plan options tailored to their needs and eligibility, ensuring alignment through the “Right Member, Right Plan” approach- including appropriate enrollments and plan transfers to support satisfaction and retention
Provides competitive intelligence to management on any activities Healthfirst’s market competitors are engaging in: e.g. marketing approach, branding campaign, new designs or benefit changes
Develops, presents and executes strategic and tactical business acquisition plans for implementation throughout the year
Utilizes CRM systems and enrollment platforms to accurately and timely document activities, manage leads, and ensure compliance with operational protocols
Lives Healthfirst’s mission of “Members are our North Star” to ensure that our goals and activities are guided by member needs and preferences
Ensures superior customer experience through consistent and timely service, follow-up, and plan benefit reviews
Strictly adheres to all CMS/DOH regulations and Healthfirst marketing guidelines
Successfully passes audit (educational and marketing) exams
Additional duties as necessary
Requirements
High School Diploma or GED from an accredited institution
Must have a valid and unexpired NY Health & Accident License
Ability to manage multiple systems (CRM, Enrollment and Telephony), simultaneously
Ability to collaborate with external/internal stakeholders and support teams for cross-referral and joint promotions
Active participation in continued professional development activities
Ability to travel to/around the New York City area
Ability to work the majority of the time outside of HF offices with little direct supervision
Strong interpersonal and collaboration skills
Must have good organizational skills
Ability to communicate effectively orally and in writing
Nice to have
At least five years in a health plan sales role with a record of consistently producing maximum results in a compliant manner
Ability to use technology and tools including Salesforce, MES and Tableau for prospect/member record keeping and lead management
Associate or bachelor's degree from an accredited institution