Medicare Sales Advocate I

• Explain CDPHP Medicare benefits and plans to prospective members
• Assist CDPHP Medicare Authorized Agents with benefit inquiries, enrollment, and eligibility questions
• Qualify prospective members and arrange enrollment meetings with CDPHP Authorized Sales Agents
• Resolve eligibility and enrollment-related questions
• Respond to internal and external customer inquiries by phone and email
• Identify and solve problems by implementing appropriate departmental or organizational solutions
• Remain current on Medicare guidelines and CDPHP policies and procedures
• Meet monthly sales coaching and production standards
• Enter accurate documentation in Macess, MARx, in Contact, and CRM systems
• Collaborate with other departments and team members to meet accuracy, timeliness, and customer satisfaction goals
• Conduct sales presentations for walk-in prospects
• Adhere to Medicare, Department of Insurance, and company guidelines
• Maintain confidentiality and comply with corporate compliance requirements
• Perform other duties as assigned

• High school diploma or GED required
• Associate degree preferred
• NYS Life, Accident and Health Insurance License required or secured within 60 days of hire
• Successfully complete AHIP certification
• Successfully complete product exams
• Minimum two years of direct selling or telemarketing experience, or one year of experience in a health-related field
• Experience with Medicare strongly preferred
• Strong working knowledge of Microsoft Word
• Microsoft Excel preferred
• Experience with computer-based documentation systems or CRM software
• Ability to apply problem-solving and time-management methodology
• Demonstrated public speaking ability preferred
• Effective verbal and written communication skills
• Ability to interpret and make decisions based on prospective member needs, corporate underwriting guidelines, and federal Medicare Advantage regulations
• Strong attention to detail and ability to meet productivity and quality standards
• Ability to work a flexible schedule, including nights, weekends, and holidays
• Ability to work from home when necessary and/or required by management

Demonstrates expertise in Medicare benefits and enrollment processes, with strong problem-solving abilities and effective communication skills. Proficient in using CRM systems and maintaining compliance with Medicare and corporate guidelines.

• Medicare Experience
• NYS Life, Accident And Health Insurance License
• AHIP Certification
• Direct Selling Or Telemarketing Experience
• Microsoft Word

• Medicare Benefits Explanation
• Enrollment Process Management
• Problem-Solving Methodology
• Public Speaking
• Documentation Accuracy
• Sales Presentation
• Customer Inquiry Resolution
• Time Management
• Product Knowledge
• Compliance Adherence

• Effective Communication
• Attention To Detail
• Collaboration
• Customer Satisfaction Focus
• Flexibility

• AHIP Certification
• NYS Life, Accident And Health Insurance License

• Medicare Guidelines
• Department Of Insurance
• Corporate Compliance
• Health-Related Field
• Sales Coaching

• Macess
• MARx
• In Contact
• CRM Software
• Microsoft Excel