Job Description
JOB TITLE: Telephonic Sales/Broker Support Representative FLSA STATUS: Non-Exempt
DEPARTMENT: Sales
REPORTS TO: Manager of Sales and Marketing
JOB SUMMARY: Answer phones and enroll prospective members into Imperial Health Plans. When in the field conduct sales/educational seminars, self-generate leads and develop community-based partnerships.
Essential Job Functions
- Answer incoming calls and work to sell prospective members Imperial products and services using approved scripts.
- Assist with broker inquiries and relate to ready to Sell status, Book of business requests, commissions inquires.
- Go off-script when necessary, to build a relationship with potential members or answer any questions they have not addressed in the script.
- Advise prospective and current members by answering questions and addressing concerns about Imperial products and services.
- Update database/systems with new information every time a member calls, and back up data regularly to protect sensitive member information (PHI).
- Complete all enrollment forms and record logs to create accurate, detailed files for each member.
- In the field position: will cultivate, maintain, and build relationships with Imperial Health Plans customers, external business partners and the community served through telephonic, virtual, and face-to-face interactions with individuals and groups.
- Adheres to payroll policies and properly uses timekeeping system with minimal manual changes.
- Maintains regular and consistent attendance.
- Adheres to Compliance Plan and HIPAA regulations.
Marginal Job Functions
- Takes on special projects as needed.
- Performs other duties as assigned.
Behavioral Expectations
- Continuous Learning:
- Attends staff meetings as required.
- Attends appropriate training, seminars and workshops as required
- Customer Focus:
- Maintains client/customer confidentiality and privacy in accordance with HIPPA regulations
and IMAS’s Standards of Conduct.
- Fosters appropriate communication and relations with Supervisor, co-workers, and other staff.
- Quality/Process Improvement/Safety
- Reports issues of security, health and/or safety to appropriate supervisor as soon as practicable.
- Supports and demonstrates safety throughout all duties performed.
- Follows established policies and procedures and understands and complies with all regulators
standards set forth by governing entities.
Position Requirements
EDUCATION/EXPERIENCE:
- High school graduate or equivalent
- Previous call center experience preferrable in the healthcare (Medicare/Medicaid) setting
- Bilingual (Spanish) requested but not required
Skills/Knowledge/Ability
- Ability to build community relationships, driving self-generated sales and meeting sales goals and metrics while working independently.
- Strong organizational, interpersonal, communication and presentation skills.
- knowledge of Microsoft Word, Excel, Outlook and Power Point
- Positive and encouraging attitude with other sales representatives and adopts a team mentality.
- Willingness and ability to read, write, speak, understand English and have the communications skills necessary to provide accurate information to residents and staff.
- Willingness and ability to follow written and verbal direction in English.
- Willingness and ability to maintain appropriate level of confidentiality and privacy.
- Willingness and ability to interact professionally with all customers, members, and co-workers, individually and as part of a team.
- Willingness and ability to effectively handle multiple items/tasks as required and adapt favorably to changing priorities.
- Willingness and ability to make appropriate judgments, decisions and problem solving in a timely manner and within the context of the situation at hand.
- Ability to effectively prioritize items/tasks as required.
- Willingness and ability to take initiative and be a self-starter.
- Willingness and ability to understand and comply with Federal, State, and local regulations.
Licensure/Certificate/Training
- California Life and Health License required (company will reimburse the cost of the license fee after 6 months of successful employment)
- Valid state driver's license
- Commissionable position as long as the employee maintains an active and valid CA Life & Health License.