Planning Advisor - Medicare Tele-sales

Job Summary As a Medicare Planning Advisor (MPA), you will play a critical role in driving Florida Blue Medicare's membership growth. You will work closely with prospective and current members transitioning to Medicare or seeking a new Medicare plan, providing personalized guidance and support throughout their purchasing cycle. The MPA is a telephonic sales role and includes the following responsibilities: Engage with Medicare prospects and existing members to educate and guide them in the sales process by assisting them in selecting and enrolling in a suitable Medicare and ancillary plan.Develop and maintain long term relationships with an assigned base of existing Florida Blue members aging into Medicare, ensuring their healthcare needs are met. Operate as a licensed telephonic sales agent, utilizing exceptional communication and interpersonal skills to drive sales growth and retention.Essential Functions NEW AND RETENTION SALES RESPONSIBILITIES:Assist prospective and existing FB members to find a Florida Blue Medicare plan by conducting a Needs Analysis and pitching an appropriate plan that will meet their healthcare needs including ancillary products and ultimately enrolling them telephonically.Proactively educate current and prospective members aging into Medicare-on-Medicare basics, enrollment requirements, and penalties, with the goal of recommending a FB Medicare plan and assisting with the enrollment process.Understand commercial plans for those aging in to ensure appropriate plan selection.Retain membership after enrollment through a series of welcome calls educating the members on their new plans. Support marketing campaigns via inbound and outbound telephonic sales calls. Exceed New Sales quota, retention rates, telephonic service levels, and quality expectations. Respond to sales inquiries from prospective and existing members regarding product offers and annual product changes.Manage the customer lifecycle, including acquisition, welcome, engagement, retention and re-sale.Maintain regular contact with clients, for follow up buying decision and drive retention.Identify and overcome buying obstacles from new customers and existing members. Deliver best in class sales experience ensuring ongoing satisfaction and customer retention. RELATIONSHIP BUILDING:Nurture a sales lead through multiple touchpoints educating a prospective member and assisting them with the sales process as well as after the sale is completed.Assist the prospective member by sharing plan information, explaining how the plan works, how their providers and medications are covered including their annual out of pocket expenses.Correspond with prospects via e-mail, including sharing marketing materials as well as plan information.Review various local and CMS programs available that can help reduce out-of-pocket costs as well as social programs available to them. Schedule follow up appointments to continue educating prospective members on Medicare basics and FB plans over 6 to 12 months. Deliver a best-in-class sales experience while advising the prospect during their transition into Medicare and finding a suitable plan. SALES:Answer inbound telephonic sales calls timely and accurately.Adheres to compliant telephonic sales scripts and sales procedures.Document all sales interactions on a customer relationship management platform. Research and resolves disputes and problems within established guidelines.Completes, processes and maintains applicable paperwork and records.Facilitates application process and perform field UW process for appropriate product(s).ADMINISTRATIVE:Complete all required annual training courses in a timely manner.Follows attendance and schedule adherence policy. Maintain a private workspace to ensure HIPAA/PHI compliance.Contribute to the company’s community engagement initiatives through volunteer work.Required Experience: 2+ years related work experience. Experience Details: Worked in a tele-sales environment selling Medicare and ancillary plans.High school diploma or GED Required Licenses and Certifications: Active Florida state health insurance license 2-15 Health, Life and Variable Annuities or 2-40 HealthAdditional Required Qualifications Demonstrated time management skills and the ability to manage multiple priorities. Experience working independently and as part of a team Experience using computers and navigating among multiple systems and screens as well as documenting information. Experience with listening and relating key information to comparable selling situations to apply appropriate responses and actions. The ability to work flexible schedules including evenings and weekends.Preferred Education:Bachelor’s degree Preferred Qualifications: Call center experience as a Telesales agent General Physical Demands: Sedentary work: Exerting up to 10 pounds of force occasionally to move objects. Jobs are sedentary if traversing activities are required only occasionally. What We Offer: As a Florida Blue