Medicare Community Outreach Specialist

HealthPartners; BLOOMINGTON (MN); On-site; USD 52,000 - 86,000; Full time

Job summary

HealthPartners is seeking a Medicare Community Outreach Specialist to grow Medicare membership through direct-to-consumer sales of Medicare plans. You will present in group settings, attend public events, and conduct B2B meetings to expand reach.

The role emphasizes strong public speaking, consultative sales, and building relationships with providers and community partners while meeting enrollment targets across Medicare options.

Qualifications

• Bachelor's degree with emphasis on business, marketing, communications, health care or 1-2 years of equivalent Medicare plan sales experience.
• Valid Minnesota Life and Health insurance license.
• Current, valid, unrestricted Minnesota driver's License free of major traffic violations or a pattern of repeated violations for the last 3 years and daily access to a reliable, insured vehicle.
• Knowledge of Original Medicare, Medicare Advantage, Medicare Supplement and Medicare Special needs plans.
• Strong public speaking skills and experience. Ability to represent HealthPartners both effectively and favorably to internal and external audiences.
• Consultative sales experience.
• Excellent organizational, time management and problem-solving skills.
• Intermediate skill level for Microsoft Excel and Word.
• Experience working with CRM systems.
• Must be able to travel and work independently.

Responsibilities

• Schedule and deliver face to face and virtual Medicare community presentations to appropriate audiences and represent HealthPartners Medicare and Medicare Special Needs Plans at various community events in a public relations role.
• In collaboration with sales leadership, develop and execute Medicare outreach strategies and schedules.
• Build and foster ongoing relationships with service providers and advocates for the Medicare population. These include, but are not limited to - counties, hospitals, clinics, nursing homes, Area Agencies on Aging and other community organizations and influencers.
• Develop leads and subsequently sales from meeting/event attendees.
• Effectively manage personal sales funnel from initial contact through the various stages of plan enrollment.
• Answer inbound prospective member calls for Medicare health plans.
• Use consultative selling methods to determine eligibility and appropriate product/plan
• Obtain prospective member enrollment or schedule follow up activity to close the sale.
• Place follow up outbound calls to qualified prospects not yet enrolled
• Meet and exceed specified sales goals for Medicare health plan new member sales.
• Document all sales activity appropriately in MS Dynamics CRM system.
• Maintain up-to-date knowledge of Medicare and Medicaid regulatory requirements and general industry knowledge.
• Provides competitive feedback information to department leadership.
• Take an active role in participating in department and company initiatives, including attending meetings and involvement in special projects and training.
• Manage multiple projects at the same time, spending necessary weighted time on each, prioritize and meet deadlines.
• Work as a team member supporting fellow sales representatives to cooperatively meet or exceed team goals and objectives.

Skills

Medicare knowledge

Public speaking

Consultative sales

Organizational skills

Microsoft Excel

Microsoft Word

CRM systems

Travel readiness

Education

Bachelor's degree in business, marketing, communications, healthcare or Medicare sales experience

Tools

MS Dynamics CRM

Microsoft Teams

Job description

HealthPartners is hiring a Medicare Community Outreach Specialist. The Medicare Community Outreach Specialist's primary responsibility is to grow HealthPartners Medicare membership through direct-to-consumer sales of Medicare plans via group community presentations, public events and B2B meetings.

MINIMUM QUALIFICATIONS

• Education, Experience or Equivalent Combination:
  • Bachelor's degree with emphasis on business, marketing, communications, health care or 1-2 years of equivalent Medicare plan sales experience.
• Licensure/ Registration/ Certification:
  • Valid Minnesota Life and Health insurance license
  • Current, valid, unrestricted Minnesota driver's License free of major traffic violations or a pattern of repeated violations for the last 3 years and daily access to a reliable, insured vehicle.
• Knowledge, Skills, and Abilities:
  • Knowledge of Original Medicare, Medicare Advantage, Medicare Supplement and Medicare Special needs plans.
  • Strong public speaking skills and experience. Ability to represent HealthPartners both effectively and favorably to internal and external audiences.
  • Consultative sales experience.
  • Excellent organizational, time management and problem-solving skills.
  • Intermediate skill level for Microsoft Excel and Word.
  • Experience working with CRM systems.
  • Must be able to travel and work independently.

PREFERRED QUALIFICATIONS

• Education, Experience or Equivalent Combination:
  • Two or more years of Medicare Plan sales experience.
  • Business to Business (B2B) sales experience.
  • Demonstrated knowledge and experience working with Minnesota Medical Assistance (Medicaid) programs and Medicare Special Needs Plans.
  • Previous Medicare certification such as AHIP Medicare Training
• Knowledge, Skills, and Abilities:
  • Experience using Microsoft Teams.
  • Experience working with Microsoft Dynamics CRM.

ESSENTIAL DUTIES

• 50%
  • Schedule and deliver face to face and virtual Medicare community presentations to appropriate audiences and represent HealthPartners Medicare and Medicare Special Needs Plans at various community events in a public relations role.
  • In collaboration with sales leadership, develop and execute Medicare outreach strategies and schedules.
  • Build and foster ongoing relationships with service providers and advocates for the Medicare population. These include, but are not limited to - counties, hospitals, clinics, nursing homes, Area Agencies on Aging and other community organizations and influencers.
  • Develop leads and subsequently sales from meeting/event attendees.
  • Effectively manage personal sales funnel from initial contact through the various stages of plan enrollment.
• 50%
  • Answer inbound prospective member calls for Medicare health plans.
  • Use consultative selling methods to determine eligibility and appropriate product/plan
  • Obtain prospective member enrollment or schedule follow up activity to close the sale.
  • Place follow up outbound calls to qualified prospects not yet enrolled
• At all times
  • Meet and exceed specified sales goals for Medicare health plan new member sales.
  • Document all sales activity appropriately in MS Dynamics CRM system.
  • Maintain up-to-date knowledge of Medicare and Medicaid regulatory requirements and general industry knowledge.
  • Provides competitive feedback information to department leadership.
  • Take an active role in participating in department and company initiatives, including attending meetings and involvement in special projects and training.
  • Manage multiple projects at the same time, spending necessary weighted time on each, prioritize and meet deadlines.
  • Work as a team member supporting fellow sales representatives to cooperatively meet or exceed team goals and objectives.

Job description rankings/percentages are intended to reflect normal averages over an extended period of time and are subject to daily variances. Quality and efficiency standards should at no time be compromised to meet the average expectations expressed above. Job descriptions are subject to change to accommodate organization or department needs.

ORGANIZATIONAL EXPECTATIONS

Values: All colleagues are expected to live our values:

• Excellence: We strive for the best results and always look for ways to improve.
• Compassion: We care and show empathy and respect for each person.
• Partnership: We are strongest when we work together and with those we serve.
• Integrity: We are open and honest, and we keep our commitments.

Additional Expectations

• Maintains regular and timely attendance.
• Protects confidentiality.
• Demonstrates participation in and support of the organization's Corporate Integrity Program by participating in compliance-related education and training and complying with the organization's policies and procedures.
• Timely completion of all mandatory education and organizational requirements (i.e., licensure/certification, Employee Health and Wellness requirements, annual training, etc.)