Individual & Medicare Sales Coordinator

Moda Health; Portland (OR); On-site; USD 49,000 - 54,000; Full time

Benefits offered by this job

Medical, Dental, Vision, Pharmacy,Life

401K Matching

FSA

Employee Assistance Program

PTO & Holidays

Job summary

Moda Health in Portland, OR is seeking a full-time, hybrid Individual & Medicare Sales Coordinator. The role supports enrollment activities, member communications, reporting, events, and projects while assisting Sales Executives across states.

The position requires a college degree (or 2 years in health insurance), strong sales and presentation skills, and knowledge of enrollment systems. Expect travel, lifting, and a professional, proactive approach.

Qualifications

• College degree preferred, or 2 years’ experience in health insurance, employee benefits/administration, or sales and account management.
• Maintain a valid driver’s license. Ability to travel on business and overnight as needed.
• Ability to handle a pushcart/hand truck and ability to lift boxes up to 40 lbs. in and out the trunk of a car.
• Strong sales and presentation skills required. Ability to communicate effectively both verbally and in writing.
• Knowledge of medical, pharmacy and dental insurance business as it relates to contracts, state, and federal law.
• Knowledge of systems regarding enrollment and eligibility, processing of claims, handling of billings, customer service, and related information.
• Knowledge of competitive landscape, market position and plan differentiators each year as the landscape changes.
• Consultative approach to developing a long-term relationship with brokers and customers. Ability to deal effectively with a variety of individuals and brokers related to the provision of services designed to retain existing membership and sell new business.
• Ability to be a self-motivator and work independently with little supervision.
• Presents a positive and professional image in the communities we serve.

Responsibilities

• Manage the Individual & Medicare ring group voicemail line, ensuring messages are reviewed, documented, and routed to the appropriate departments for timely resolution and follow-up.
• 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 of 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 benefit and wellness fairs, trainings, producer and Medicare certification events, community educations, and brand awareness events.
• 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.

Skills

Sales experience

Presentation skills

Communication skills

Knowledge of medical, pharmacy, dental

Enrollment systems knowledge

Consultative selling

Self-motivated

Professional image

Valid driver's license

Lift 40 lbs

Travel availability

Education

College degree preferred

Job description

About Moda

Founded in Oregon in 1955, Moda is proud to be a company of real people committed to quality. Today, like then, we’re focused on building a better future for healthcare. That starts by offering outstanding coverage to our members, compassionate support to our community and comprehensive benefits to our employees. It keeps going by connecting with neighbors to create healthy spaces and places, together. Moda values diversity and inclusion in our workplace. We aim to demonstrate our commitment to diversity through all our business practices and invite applications from candidates that share our commitment to this diversity. Our diverse experiences and perspectives help us become a stronger organization. Let’s be better together.

Let’s do great things, together!

About Moda

Founded in Oregon in 1955, Moda is proud to be a company of real people committed to quality. Today, like then, we’re focused on building a better future for healthcare. That starts by offering outstanding coverage to our members, compassionate support to our community and comprehensive benefits to our employees. It keeps going by connecting with neighbors to create healthy spaces and places, together. Moda values diversity and inclusion in our workplace. We aim to demonstrate our commitment to diversity through all our business practices and invite applications from candidates that share our commitment to this diversity. Our diverse experiences and perspectives help us become a stronger organization. Let’s be better together.

Position Summary

This is a full-time hybrid position based in Portland, Oregon. The Individual & Medicare Sales Coordinator serves as a key administrative and operational resource for Moda Health's Individual, Medical, Dental, and Medicare Supplement lines of business. This position provides coordination and support for enrollment activities, member communications, reporting, event planning, and departmental projects while assisting the Individual and Medicare Supplement Sales Executives. Through effective organization, communication, and process management, this role helps ensure a high-quality member experience, supports departmental objectives, and promotes efficient business operations across all states in which Moda Health operates. The objective of this role is to contribute to the financial and membership growth of Moda Health and its affiliates.

Pay Range

$23.34 - $26.26 hourly (depending on experience)

• Actual pay is based on qualifications. Applicants who do not exceed the minimum qualifications will only be eligible for the low end of the pay range.

Benefits

• Medical, Dental, Vision, Pharmacy, Life, & Disability
• 401K- Matching
• FSA
• Employee Assistance Program
• PTO and Company Paid Holidays

Required Skills, Experience & Education

• College degree preferred, or 2 years’ experience in health insurance, employee benefits/administration, or sales and account management.
• Maintain a valid driver’s license. Ability to travel on business and overnight as needed.
• Ability to handle a pushcart/hand truck and ability to lift boxes up to 40 lbs. in and out the trunk of a car.
• Strong sales and presentation skills required. Ability to communicate effectively both verbally and in writing.
• Knowledge of medical, pharmacy and dental insurance business as it relates to contracts, state, and federal law.
• Knowledge of systems regarding enrollment and eligibility, processing of claims, handling of billings, customer service, and related information.
• Knowledge of competitive landscape, market position and plan differentiators each year as the landscape changes.
• Consultative approach to developing a long-term relationship with brokers and customers. Ability to deal effectively with a variety of individuals and brokers related to the provision of services designed to retain existing membership and sell new business.
• Ability to be a self-motivator and work independently with little supervision.
• Presents a positive and professional image in the communities we serve.

Primary Functions

• Manage the Individual & Medicare ring group voicemail line, ensuring messages are reviewed, documented, and routed to the appropriate departments for timely resolution and follow-up.
• 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 of 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 benefit and wellness fairs, trainings, producer and Medicare certification events, community educations, and brand awareness events.
• 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.

Working Conditions & Contact With Others

• Office environment with extensive PC and keyboard work, constant sitting, and phone work. Must be able to navigate multiple screens. Work in excess of 40 hours per week, including evenings and occasional weekends, to meet business need during peak times such as annual and open enrollment (October through February). Pre-scheduled work hours are set due to business need. (core hours 8:00am to 5:00pm PST)
• Internally with multiple departments and externally with customers.

Together, we can be more. We can be better. Moda Health seeks to allow equal employment opportunities for all qualified persons without regard to race, religion, color, age, sex, sexual orientation, national origin, marital status, disability, veteran status or any other status protected by law. This is applicable to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absences, compensation, and training. For more information regarding accommodations please direct your questions to Kristy Nehler and Danielle Baker via our [e-mail] email.