Telesales Retention Representative

Jobtailor; Orange (CA); On-site; USD 42,000 - 65,000; Full time

Job summary

Alignment Health Plan is seeking a Customer Service and Enrollment Specialist in California to generate leads and drive enrollments while retaining members across health plans. You will handle inbound calls from prospective members, providers, and partners, and direct prospects to the field sales team when needed.

The role requires a driven customer service professional with CMS guidelines knowledge, active Life/Health Insurance license, and strong communication skills.

Qualifications

• Active life/health insurance license in selling states or ability to obtain within 3 months.
• Minimum 1 year of customer service experience.
• Strong knowledge of CMS Marketing Guidelines.
• Bachelor's degree preferred.
• Bilingual preferred.

Responsibilities

• Generate leads to meet and exceed individual sales production of new enrollments.
• Help retain existing members within company health plan(s).
• Handle inbound inquiries from prospective members, providers, and community partners regarding all lines of business.
• Direct prospects to the field sales team when needed.
• Conduct outbound calls for enrollment/disenrollment campaigns and other requests.
• Submit daily or monthly activity production reports as required.
• Ensure compliance with laws, regulations and Alignment Health Plan standards.
• Understand updates related to CMS and marketing guidelines.
• Participate in competitor SWOT analysis in respective markets.
• Support Sales and Marketing Department projects as directed.
• Perform other assigned duties.

Skills

Lead generation

Customer retention

Communication skills

Leadership

Collaboration

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

Life/Health Insurance License

Job description

• Generate leads to meet and exceed individual sales production of new enrollments


• Help retain existing members within company health plan(s)


• Handle inbound telephone inquiries from prospective members, providers, and community partners regarding all lines of business


• Direct prospects to the field sales team when needed


• Conduct outbound calls for enrollment/disenrollment campaigns, community-event information requests, provider-office requests, after-hours messages, and website inquiries


• Submit daily activity production reports and/or monthly reports as required


• Ensure information and assistance comply with applicable federal/state laws, regulations, and Alignment Health Plan's Compliance Department standards


• Understand updates related to company, CMS, and marketing guidelines


• Participate in competitor SWOT analysis within respective markets/territories as required


• Support Sales and Marketing Department projects as directed


• Perform other assigned duties

Requirements

• Minimum 1 year customer service experience


• High School Diploma or GED


• Solid knowledge and understanding of the CMS Marketing Guidelines


• Ability to communicate positively, professionally and effectively with others; provide leadership, teach and collaborate with others


• Effective written and oral communication skills; ability to establish and maintain a constructive relationship with diverse members, management, employees and vendors


• Ability to perform mathematical calculations and calculate simple statistics correctly


• Ability to prioritize multiple tasks; advanced problem-solving; ability to use advanced reasoning to define problems, collect data, establish facts, draw valid conclusions, and design, implement and manage appropriate resolution


• Effective problem solving, organizational and time management skills and ability to work in a fast-paced environment


• Must have active license (or have ability to get licensed within 3 months) and maintain life/health insurance license within respective selling states


• Medicare Health Plan knowledge and/or health insurance background preferred


• Bachelor's degree preferred


• Bilingual preferred

Core Competencies

Demonstrates strong lead generation and customer retention capabilities while ensuring compliance with CMS Marketing Guidelines. Possesses effective communication, problem-solving, and organizational skills to thrive in a fast-paced sales environment.

Highest-signal resume keywords

• Lead Generation


• Customer Retention


• CMS Marketing Guidelines


• Life/Health Insurance License


• Medicare Health Plan Knowledge

ATS Optimization Keywords

Hard Skills

• Mathematical Calculations


• Data Collection


• Problem Definition


• Statistical Analysis


• Enrollment Campaign Management

Soft Skills

• Effective Communication


• Leadership


• Collaboration


• Organizational Skills


• Time Management

Certifications & Qualifications

• Life/Health Insurance License

Industry Keywords

• Health Plan


• Customer Service


• Sales Production


• Compliance Standards


• SWOT Analysis