Medicare Outside Sales Rep

Healthfirst; Arlington (NY); On-site; USD 61,000 - 100,000; Full time

Job summary

Healthfirst is a Medicare Outside Sales Representative to grow membership by educating prospective MA beneficiaries and aligning plan choices with their needs. You will generate self-led leads and explain benefits in CMS-compliant terms, while promoting Healthfirst in diverse communities.

In partnership with the DSE team, you’ll drive territory expansion, conduct outreach events, and ensure high retention by delivering exceptional member experiences.

Qualifications

• High School Diploma or GED.
• 5+ years in NY health plan sales with track record of results.
• Ability to travel across the NYC area.
• Experience using Salesforce and Tableau for lead management.
• Strong communication and collaboration skills.
• Willingness to work outside HF offices.
• Valid NY Health & Accident License.

Responsibilities

• Drive membership growth by acquiring new members and meeting retention targets.
• Develop self-generated referral channels with community-based organizations and providers.
• Educate potential members on benefits tailored to their needs and eligibility.
• Collaborate with DSE to promote Healthfirst and increase market share.
• Deliver sales presentations to groups, individuals, and provider partners.
• Schedule and participate in events within the territory.
• Ensure CMS compliance and complete documentation (Applications, SOP, Salesforce).

Skills

Sales experience

Travel flexibility

Salesforce

Tableau

Communication

Interpersonal skills

Organizational skills

Team collaboration

License

Education

High School Diploma or GED

Associates or Bachelor's degree

Tools

Salesforce

Tableau

Job description

The Medicare Outside Sales Representative is a top performing membership growth agent responsible for identifying, educating prospective Medicare Advantage (MA) beneficiaries in the appropriate MA plan based on prospect’s needs and qualifications. The Outside Sales Rep explains program benefits in a manner that is compliant with the Center for Medicaid and Medicare Services (CMS) and company policies and regulations. This role will come with challenging goals and targets as part of a competitive sales incentive plan designed to reward top performers. This individual must be goal oriented and an expert at grassroots marketing to create new sales locations and penetrate geographies and markets where HF holds lower market penetration. The Outside Sales Rep must be able to generate their owns leads through myriad marketing activities. They must possess a deep understanding of and extensive experience in organizing sales activities to engage prospective members in distinct communities. The Outside Sales Rep will collaborate closely with the Delivery Services Engagement (DSE) team that works with in-network clinical providers to promote Healthfirst and ensure visibility, ultimately increasing market share. The Outside Sales Rep will also be responsible for driving retention efforts, so that Healthfirst members maintain consistent health insurance coverage to avoid gaps or disruptions in care.

Duties & Responsibilities

• Drive membership growth by acquiring new members while also meeting aggressive retention targets.
• Work directly with community-based organizations, providers, sales locations, and other sources to develop self-generated referral channels resulting in increased enrollments.
• Identify potential members and design plans to educate them on the available benefits plans and features that are tailored to the member’s needs and eligibility.
• Live Healthfirst’s mission of “Members are our North Star” to ensure that our goal and activities are guided by member needs and preferences.
• Ensure a superior customer experience through consistent and timely service, follow-up, and plan benefit reviews.
• Ensure the right member is in the right plan.
• Deliver effective sales presentation to consumer groups, individual prospects and community or provider partners.
• Determine and recommend (and/or partner on) to Community Engagement to organize events within the territory including but not limited to health fairs, holiday-themed events, provider sponsored events as well as health-related theme events.
• Partner with DSE for scheduling face to face meetings with Hospitals, IPA’s, and community providers to engage, education and identify related issues.
• Inform DSE of related issues and appropriately follow up with updates when needed.
• Strictly adhere to all CMS regulations and Healthfirst marketing guidelines.
• Ensure all documentation is complete, comprehensive, clear, appropriately filled out including Application, Application Confirmation Form, Scope of Appointment and Application Submission Form, and Salesforce.
• Provide competitive intelligence to management on any activities Healthfirst’s market competitors are engaging in: e.g. marketing approach, branding campaign, new designs or benefit changes.
• Develop and present strategic and tactical business acquisition plans for implementation throughout the year.
• Assist with corporate initiatives related to Medicare quality or STAR ratings- i.e. HRAs/FPL/MSP.
• Successfully pass audit (educational and marketing) exams.
• Additional duties as assigned.

Work Location The Outside Sales Rep will work at locations they develop within their designated territory, or they may need to visit prospects’ homes.

Minimum Qualifications & Experience

• High School Diploma or GED from an accredited institution
• At least five years in a health plan sales role in the New York City market with a record of consistently producing maximum results in a compliant manner
• Ability to manage travel, time, and territory efficiently, including simultaneously monitoring multiple marketing locations
• Ability to collaborate with internal stakeholders and support teams for cross-referral and joint promotions
• Ability to use technology and tools including Salesforce and Tableau for prospect/member record keeping and lead management
• Active participation in continued professional development activities
• Ability to travel throughout the New York City area
• Ability to work majority of time outside of HF offices with little direct supervision
• Strong interpersonal and collaboration skills
• Must have good organizational skills
• Ability to communicate effectively orally and in writing
• Must have a valid and unexpired NY Health & Accident License

Preferred Qualifications

• Proof of valid driver’s license and insurance
• Associates or Bachelor’s degree from an accredited institution
• Bi-lingual a plus

WE ARE AN EQUAL OPPORTUNITY EMPLOYER. HF Management Services, LLC complies with all applicable laws and regulations. Applicants and employees are considered for positions and are evaluated without regard to race, color, creed, religion, sex, national origin, sexual orientation, pregnancy, age, disability, genetic information, domestic violence victim status, gender and/or gender identity or expression, military status, veteran status, citizenship or immigration status, height and weight, familial status, marital status or unemployment status, as well as any other legally protected basis. HF Management Services, LLC shall not discriminate against any disabled employee or applicant in regard to any position for which the employee or applicant is otherwise qualified.

All hiring and recruitment at Healthfirst is transacted with a valid “@healthfirst.org” email address only or from a recruitment firm representing our Company. Any recruitment firm representing Healthfirst will readily provide you with the name and contact information of the recruiting professional representing the opportunity you are inquiring about. If you receive a communication from a sender whose domain is not @healthfirst.org, or not one of our recruitment partners, please be aware that those communications are not coming from or authorized by Healthfirst. Healthfirst will never ask you for money during the recruitment or onboarding process.

Hiring Range*

• Greater New York City Area (NY, NJ, CT residents): $68,900 - $99,620
• All Other Locations (within approved locations): $61,300 - $91,120

In addition to your salary, Healthfirst offers employees a full range of benefits such as,

• medical, dental and vision coverage
• incentive and recognition programs
• life insurance
• 401k contributions (all benefits are subject to eligibility requirements)

Healthfirst believes in providing a competitive compensation and benefits package wherever its employees work and live.

Healthfirst is New York’s largest not-for-profit health insurer offering its nearly 1.7 million members access to high-quality, affordable healthcare. As part of the community for nearly 30 years, Healthfirst’s unique advantage is rooted in its belief that good health doesn’t start in a doctor’s office. The company’s mission is to put its members first by working closely with care providers and community leaders to address broader issues that can impact health and well‑being. This value-based care model is the foundation of the company’s sustained growth in one of the most dynamic markets in the country.

So, if you are passionate about what you do and want to work for a company that is focused on the future and dedicated to making a difference in people’s lives, then Healthfirst is for you.