Internal Sales Associate - Remote (Field)

Solis Health Plans; Orlando (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Solis Health Plans is seeking an Internal Sales Associate to advise Medicare Beneficiaries on plan benefits and enroll them in the Orlando market. The role involves compliant in-person sales presentations to prospective members, coordinating first visits with primary care physicians, and ensuring accurate enrollment documentation.

The candidate should be bilingual (English/Spanish), possess relevant licenses and AHIP, and be able to meet enrollment goals while maintaining patient confidentiality

Qualifications

• High school diploma or equivalent.
• Agent license 2-15 (Life, Health & Variable Annuity) or 2-40 (Health) in good standing.
• AHIP or equivalent certification.
• CE transcripts available.
• National Producer Number on file.
• Valid driver’s license and reliable transport.
• Excellent computer skills including Microsoft Office.

Responsibilities

• Advise Medicare Beneficiaries on plan benefits congress and enrollments.
• Conduct compliant in-person sales presentations to prospective members.
• Coordinate new member first visits with primary care physician.
• Ensure enrollment paperwork accuracy and completion.
• Meet or exceed enrollment goals and quotas.
• Maintain confidentiality of member information per HIPAA and regulations.
• Provide excellent customer service and respond to member inquiries.

Skills

Customer service

Spanish language

Attention to detail

Data entry

Communication skills

Goal-driven

Teamwork

Education

High school diploma

Agent license 2-15 or 2-40

AHIP certification

Continuing Education transcripts

National Producer Number

Valid driver’s license

Tools

Microsoft Office

Job description

Bilingual in English and Spanish required. Solis Health Plans is a new kind of Medicare Advantage Company that provides more transparent, connected and effective solutions for both members and providers. The company is committed to delivering a personal experience throughout the healthcare journey and values collaboration, support and employee success.

Internal Sales Associate – Orlando

Responsible for advising Medicare Beneficiaries on the plan benefits offered by SOLIS Health Plans.

Essential Duties & Responsibilities

• Performs compliant sales presentations to enroll prospective members into the Plan as per Marketing Policies and Procedures while complying with State and Federal Guidelines.
• Ensures only Medicare Approved Materials are used during presentations.
• Conducts in-person appointments at participating medical centers or prospect’s home.
• Converts appointments into enrollments.
• Checks enrollment paperwork for accuracy and completion.
• Coordinates new member’s first visit with their primary care physician.
• Maintains enrollment rate that is deemed acceptable.
• Achieves corporate enrollment goals.
• Communicates effectively in person and by phone.
• Requires daily use of considerable discretion and judgment.
• Resolves member issues concerning plan benefits, medication copays, etc.
• Assists members as deemed necessary.
• Communicates effectively with other professional and support staff in order to achieve positive customer outcomes.
• Promotes and contributes to a positive, problem‑solving environment.
• Assists customers, family members and others with concern and empathy; respect their confidentiality and privacy and communicate with them in a courteous and respectful manner.
• Complies with company policies and procedures and maintains confidentiality of customer medical records in accordance with state and federal laws.
• Ensures compliance with all HIPAA, OSHA, and other federal, state, and local regulations.
• Participates in meetings, training and in-service education, as required.
• Performs other duties as assigned.

Qualifications & Education

• High school graduate or equivalent; or equivalent combination of education and experience.
• Agent License 2-15 (Life, Health & Variable Annuity) or 2-40 (Health), in good standing, required.
• Certificate of completion for either Gorman or AHIP for corresponding year.
• Copy of Continuing Education transcripts.
• National Producer Number.
• Valid driver’s license.
• Reliable transportation.
• Must be goal‑ and result‑driven (ability to meet quotas).
• Attention to detail.
• Data entry skills.
• Flexible schedule to meet with prospective members during non‑business hours.
• Excellent computer knowledge, including proficient knowledge of Microsoft Office.
• Must be patient in dealing with an elderly population and sympathetic to hearing or vision deficiencies.
• Excellent listening, interpersonal, verbal and written communication skills with individuals at all levels of the organization.
• Ability to work effectively independently and in a team environment.
• Ability to read, analyze, and interpret technical procedures or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
• Ability to calculate figures and amounts, such as discounts, interest, commissions, proportions, percentages, area and volume.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Strong decision‑making, analytical skills.
• Must be self‑motivated, organized and have excellent prioritization skills.
• Must be able to work well under stressful conditions.
• Must be able to work in a fast‑paced environment.
• Fluency in Spanish or Creole preferred.
• Excellent customer service skills.

What Sets Us Apart

Join Solis Health Plans as an Internal Sales Agent and become a catalyst for positive change in the lives of our members. At Solis, you will be part of a locally rooted organization deeply committed to understanding and serving our communities. If you are eager to embark on a purpose‑driven career that promises growth and the chance to make a significant impact, we encourage you to explore the opportunities available at Solis Health Plans. Join us and be the difference!