Medicare Field Sales & Community Agent/ Job Req 990175045

Hybrid Applicants must be a California resident as of their first day of employment.

PRINCIPAL RESPONSIBILITIES

The Medicare Field Sales & Community Agent is responsible for compliantly achieving established monthly, quarterly, and annual Medicare Advantage (D‑SNP) new enrollment and retention goals. Consistently enrolling self‑generated, partner‑generated, and company‑generated Medicaid conversion and marketing leads is essential to this role’s success. The agent must work in collaboration with team members and other Alameda Alliance for Health (AAH) department personnel to develop and execute an effective growth and retention strategy. They will report to the Manager, Medicare Sales and Retention and be assigned responsibilities based on opportunities identified related to product offerings, geographic or other market segmentation criteria. Principle responsibilities include: Expected to consistently meet or exceed established performance standards across the following key areas: Production: Achieve a minimum of 60 enrollments per month, which equates to an average of three (3) enrollments per working day, based on a standard 20‑day work month. Monthly targets may be adjusted to account for holidays, approved time off, or business needs. Quality: Maintain a minimum 85% quality adherence score on a monthly basis as measured by internal quality review standards, including accuracy of application submissions and adherence to sales protocols. Regulatory Compliance: Demonstrate a minimum of 85% adherence to all applicable federal and state regulations including CMS Medicare Marketing Guidelines and California specific requirements per month. This includes accurate, ethical, and compliant representation of all Medicare products and services. Putting the member or prospective member’s needs first and assisting them in their efforts to enroll with AAH via whatever channel best meets their needs, i.e. face‑to‑face, online, group setting, telephonic. Responsible for professionally representing AAH Medicare D‑SNP programs in the market to all members, prospects, providers, and partners. Assisting prospective members in understanding AAH’s products, services, mission, and unique value proposition. Work with internal staff, providers and community partners to create or participate in programs to engage, educate, and enroll existing AAH Dual Eligible Medi‑Cal members. Provide staffing and support for member retention activities organized by the sales department or any of the Alliance’s other departments. Consistently evaluate activities in relationship to established sales and marketing CMS and compliance guidelines. Program requirements, including validation of data and internal controls. Provide market‑level feedback to sales and marketing leaders related to the competitive landscape. Understand how to use all core sales systems, i.e. lead and sales funnel management, weekly reporting, expense management, etc. Work collaboratively and respectfully with all team members, company staff, partners, and providers. Practice good time and territory management behaviors to ensure maximum performance. Maturity to work independently. Work efficiently in a deadline‑driven environment. Adhere to all company policies and procedures related to employment and job responsibilities. Other duties as assigned.

ESSENTIAL FUNCTIONS OF THE JOB

Contacts: Manage the enrollment application process for all new members as established by Sales Leadership, CMS, and the Compliance Department. Work closely with broker agencies to recruit, train, and motivate them to enroll members, if applicable. Conflict resolution: When member or prospect issues arise, respectfully capture information and quickly relay it to appropriate AAH department and personnel. Member Communications: Provide feedback and collaborate with the appropriate department related to current materials or share insights on any changes that could improve the member’s experience. Computer: Utilize the organization’s systems to capture, track, and report on all activities or information needed to improve the experience of AAH members, partners, providers, and the community. Comply with the organization’s Code of Conduct, all regulatory and contractual requirements, policies, procedures, and internal controls. Assume responsibility and exercise good judgement in making decisions within the scope of authority of the position. Be proficient in understanding Centers for Medicare and Medicaid Services (CMS) and DHCS/DMHC guidelines as they relate to sales activities. Provide support to the Project Management Office (PMO) and various enterprise‑wide activities based on availability. Organize and facilitate sales project‑related meetings, as necessary. Work effectively independently as well as part of a team and support team decisions. Adapt to changes in requirements/priorities for daily and specialized tasks. Produce accurate and precise work, detect discrepancies, and resolve them while meeting deadlines.

PHYSICAL REQUIREMENTS

Constant and close visual work at a desk or computer. Constant sitting and working at a desk. Constant data entry using a keyboard and/or mouse. Frequent use of a telephone headset. Constant verbal and written communication with staff and other business associates by telephone, correspondence, or in person. Frequent lifting of folders and other objects weighing between 0 and 30 lbs. Frequent walking and standing. Frequent driving of automobiles to provider offices. Number of Employees Directly Supervised 0 Number of Employees Indirectly Supervised 0

MINIMUM QUALIFICATIONS

High school graduate or equivalent (GED) Bachelor’s degree preferred or equivalent experience. 2026/2027 AHIP Certification required. Vaccination against seasonal influenza and COVID‑19. Have a cleared TB test prior to or within seven days of hire. Evidence of immunity to Tdap, Hepatitis B, MMR, and Varicella.

MINIMUM YEARS OF ADDITIONAL RELATED EXPERIENCE

Two (2) to four (4) years’ related work experience in a Medicare Advantage (MA) Plan or Medicare Advantage Dual Eligible Special Needs Plans (MA‑DSNP) required. Required two (2) years Medicare Sales experience or, in lieu, two (2) years selling or supporting seniors, including general understanding or Medicare and related products in either a face‑to‑face or telephonic setting required.

SPECIAL QUALIFICATIONS (SKILLS, ABILITIES, LICENSE)

Other requirements as determined by clinic/facility if applicable. Must live in or within reasonable driving distance to Alameda County, California. Estimation of 60% salary base and 40% commission base based on tiered structure and business needs. Approximately 80% of time is spent in a provider’s conference room / office. Willingness to occasionally work irregular hours based on business needs. Strong computer skills including proficiency in word processing, spreadsheet, and CRM database software. Good understanding of agency distribution channel management. Basic knowledge of industry regulatory guidelines related to job functionality. Ability to work independently. Exceptional communication and interpersonal skills. Excellent organizational skills and capability to handle multiple campaigns at one time. Strong organizational skills with the ability to effectively prioritize multiple tasks and meet deadlines. Good territory and funnel management skills. Ability to maintain confidentiality related to sensitive matters. Strong ethical foundation and trustworthy character. The incumbent must have own vehicle and a valid driver’s license with proof of insurance in conformity with state law minimums. California Health and Accident or Life, Health and Accident License. Employees who interact with members of the public may be required to be tested for Tuberculosis and fully vaccinated against COVID‑19 and influenza. Successful candidates for those positions or classifications may be required to submit proof of vaccination against influenza and/or COVID‑19, a negative Tuberculosis test, or request an exemption for qualifying medical or religious reasons during the onboarding process. Candidates should not present proof of vaccination until instructed to do so by the Human Resources department.

SALARY RANGE

$83,241.60 - $124,862.40 Annually The Alliance is an equal opportunity employer and makes employment decisions on the basis of qualifications and merit. We strive to have the best qualified person in every job. Our policy prohibits unlawful discrimination based on race, color, creed, gender, religion, veteran status, marital status, registered domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, genetic characteristic, sexual orientation, gender identity or expression, or any other consideration made unlawful by federal, state, or local laws. M/F/Vets/Disabled. #J-18808-Ljbffr Alameda Alliance for Health