Internal Sales Associate - Remote (Field)

Solis Health Plans; Tampa (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Solis Health Plans, Inc. is seeking an Internal Sales Associate in Tampa to advise Medicare Beneficiaries on plan benefits and enroll new members. You will conduct compliant, in-person presentations, manage enrollment paperwork, and schedule follow-up visits with PCPs.

The role requires bilingual English/Spanish, familiarity with HIPAA and federal guidelines, and the ability to meet enrollment targets. Light travel to centers or homes may be required.

Qualifications

• 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 with elderly population and sympathetic to hearing or vision deficiencies
• Excellent listening, interpersonal, verbal and written communication skills
• Ability to work 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 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

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.

Skills

Bilingual English/Spanish

Customer service

Strong communication

Detail oriented

Data entry

Microsoft Office

Quota achievement

Teamwork

Education

High school diploma

Agent License 2-15 or 2-40

AHIP/Gorman certification

National Producer Number

Continuing Education transcripts

Tools

Microsoft Office

Job description

Bilingual In English And Spanish Required Solis Health Plans is a new kind of Medicare Advantage Company. We provide solutions that are more transparent, connected and effective for both our members and providers. Solis was born out of a desire to provide a more personal experience throughout all levels of the healthcare journey. Our team consists of expert individuals that take pride in delivering quality service. We believe in a culture that collaborates and supports one another, and where success is interlinked and each employee is valued.

• Medicare Sales Experience Required***

Internal Sales Associate - Tampa

Bilingual In English And Spanish Required Solis Health Plans is a new kind of Medicare Advantage Company. We provide solutions that are more transparent, connected and effective for both our members and providers. Solis was born out of a desire to provide a more personal experience throughout all levels of the healthcare journey. Our team consists of expert individuals that take pride in delivering quality service. We believe in a culture that collaborates and supports one another, and where success is interlinked and each employee is valued.

• Medicare Sales Experience Required***

Position Summary

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.

SUPERVISORY RESPONSIBILITY

None

Qualifications & Education

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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 drivers license
• Reliable transportation
• Must be goal and result driven (ability to meet quotas)
• Attention to detail
• Data entry Skills
• Felxible schedule in order to meet with prospective members during non-business hours
• Excellent computer knowledge is required, 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 collects 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!