Licensed Benefits Advisor (Bilingual Preferred - Field Based)

Centers Plan for Healthy Living; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Centers Plan for Healthy Living is seeking a Licensed Benefits Advisor - Medicare Sales. The role focuses on educating and enrolling potential beneficiaries, serving current members, and expanding the program’s reach.

You will educate on CMS-compliant benefits, build community presence, and collaborate with internal teams to ensure quality member service. The position requires field-based travel across the five boroughs, strong sales acumen, and dedication to regulatory compliance.

Qualifications

• Minimum 1 year of sales experience or relevant experience.
• Strong communication and collaboration skills.
• Willingness to travel across the five boroughs as needed.

Responsibilities

• Develops and nurtures relationships with prospective members and partners.
• Meets enrollment quotas based on tenure.
• Attend sales meetings and report daily activity.
• Maintain professional image at all times.
• Travel to Centers Plans for Healthy Living sites and marketing events.

Skills

Sales experience

Communication

Travel readiness

Team collaboration

Education

High School Diploma or GED

Tools

Outlook

MS Word

Internet Explorer

Job description

JOB SUMMARY

The Licensed Benefits Advisor- Medicare Sales, maintains relationships, services our existing customers and secures new customers by consultative selling/marketing and performing all required tasks assigned by the Sales Manager. Incumbent will be responsible for educating and enrolling potential beneficiaries by explaining program benefits in a manner that is compliant with Center for Medicare and Medicaid Services (CMS) and company policies and regulations. The Licensed Benefits Advisor will develop a presence in the community and serve as a point of contact for our current members.

PRIMARY RESPONSIBILITIES

Performance Requirement

• Develops and nurtures relationship with prospective members, community leaders, owner hospitals, community partners and current business partners.
• Ensures individual enrollment quotas are met based on tenure.
• Attends all Sales Meetings and gatherings.
• Submits daily Plan of Action, Mid-day and End-of-day Reports.
• Maintains a professional image both on clothing attire and marketing locations.
• Position responsibilities encourages working weekends and requires frequent travel to various Centers Plans For Healthy Living Advantage Care Medicare HMO Plan sites located throughout the five (5) boroughs.

Territory Management

• Maintain Centers Plans for Healthy Living Advantage Care Medicare HMO Plan visibility in the community by monitoring multiple marketing locations and events.
• Requires the ability to carry marketing table, materials, give-away items and boxes.
• Requires a proactive approach to searching for additional marketing locations while adhering to company regulatory guidelines.

Compliance

• Requires continues education to stay abreast on all recent changes in regulations, recent training sessions, changes in workflow and changes to company benefits.
• Must score favorably in all post and on-going quizzes, refresher training and administrative audits.
• Must be prepared when summoned by the Special Investigation Unit.

Technology

• Must be able to adapt to various software used by Centers Plan for Healthy Living, maintain an electronic book of business, research participating providers, and communicate with internal departments via Microsoft Outlook.
• Is responsible for safeguarding all equipment issued by Centers Plans for Healthy Living Advantage Care Medicare HMO Plan.

Enrollment application process

• Ensures prospective members are enrolled properly and all internal and external processes are followed.
• Ensures all documentation relative to the applications are attached (i.e. Application, Application Confirmation Form, Scope of Appointment and Application Submission Form).
• Enters all information into your book of business.
• Ensures supporting documentation is provided to all new enrollees (i.e. Copy of Application, copy of Application Confirmation Form, Low Income Subsidy (LIS) Letter, before you go document, and a Summary of Benefit).

Customer Service

• Ensures any/all concerns are addressed and resolved within a reasonable time frame and/or directed to the appropriate party.

Retention

• Ongoing communication outreach to membership; including but not limited to 30, 60, 90 day outreach to ensure member satisfaction.

Other Duties and Responsibilities

• Keeps management abreast on any recommendation that can make a workflow or process more efficient.
• Keeps an open line of communication with the Site Development business unit. This includes making management aware of any possible organizations that could transition into suitable business partners for Centers Plans for Healthy Living Advantage Care Medicare HMO Plan and/or any upcoming marketing events requiring participation.
• Keeps management abreast on any activities Centers Plans For Healthy Living Advantage Care Medicare HMO Plan competitors are engaging in. This can range from a marketing approach, branding campaign, new designs or benefit changes.
• Works in a concerted manner with Provider Relations /Network Development and communicates to them any providers that we should attempt to recruit.
• Ensures Provider Relations/Network Development Representatives are abreast on any outstanding issues relative to any of our participating providers.

EDUCATION AND EXPERIENCE

Education

Minimum Qualifications:

• High School Diploma or GED.

Type of Experience

• Must have at least 1 year of sales experience or relevant experience.
• Intermediate knowledge of Corporate emails (such as Outlook), MS Word and Internet Explorer.

Specific Technical Skills

• Great communication skills and collaboration skills.
• This is a field-based position. Incumbent must be willing to travel throughout the five (5) boroughs, as needed) on a daily basis.

Knowledge and Skills:

Required: · Certifications/Licensure: Active NY Health & Accident License & AHIP certification

Preferred:

• Valid Driver's License and access to personal vehicle
• Bilingual (Chinese, Cantonese, Mandarin, Teochew, Taishanese (Toishanese or Toisanese), Fuzhounese, Hakka dialect)
• 3 plus years of, Medicare or Sales experience.
  

SCOPE INFORMATION

# Direct Reports: Director of Medicare Marketing

PHYSICAL REQUIREMENTS

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The above statements are intended to describe the general nature and level of work performed by individuals assigned to the job classification. They should not be construed as an exhaustive list of all responsibilities, duties and skills required.