Direct Sales Representative, Intermediate - Duals

Your Role

The Direct Sales Representative, Intermediate - Duals is responsible for educating and enrolling qualified dually eligible beneficiaries into the Blue Shield Duals Special Needs Plan (D-SNP) through inbound and outbound telephonic interactions. The Direct Sales Representative, Intermediate - Duals will report to the Sr. Manager of Duals Outreach and Events and will support the growth and retention of Blue Shield's D-SNP by providing compliant, accurate, and compassionate guidance to a highly specialized and vulnerable population. In this role you will be responding to inbound call inquiries about Blue Shield's D-SNP, place outbound calls based on lead campaigns, direct mail and other marketing campaigns, and complete the education and sale of products and services.

Our leadership model is about developing great leaders at all levels and creating opportunities for our people to grow - personally, professionally, and financially. We are looking for leaders that are energized by creative and critical thinking, building and sustaining high-performing teams, getting results the right way, and fostering continuous learning.

Your Knowledge and Experience

• Requires at least 3 years of prior relevant experience
• Required Health plan sales experience
• Requires an active Health and Life License in the state of California
• Requires Medicare-Medi-Cal or dual eligible knowledge
• Preferred Bilingual (Spanish, Chinese, or other Medi-Cal threshold languages)
• Preferred basic knowledge of systems including but not limited to AEVs, Marx, Salesforce and Facets
• Preferred knowledge of BSC products/services and eligibility requirements

Your Work

In this role, you will:

• Acquire new members via direct sales, marketing channels, referrals, and cold leads
• Promote dual product plans over the phone, clearly explaining health options and educating consumers
• Foster ongoing relationships with beneficiaries through follow-up service to aid retention
• Develop call strategies, manage a sales portfolio, qualify prospects, and close sales
• Inform potential members about D-SNP benefits, eligibility, and differences among Medicare plans
• Present plan options clearly and impartially to help beneficiaries make informed choices
• Complete telephonic enrollments accurately and compliantly
• Meet or exceed enrollment, productivity, and quality goals
• Schedule appointments for in-home visits and telephonic enrollments as needed
• Ensure application completeness and accuracy before processing
• Collaborate with departments and provide administrative support as business needs change

Your Work

In this role, you will:

• Acquire new members via direct sales, marketing channels, referrals, and cold leads
• Promote dual product plans over the phone, clearly explaining health options and educating consumers
• Foster ongoing relationships with beneficiaries through follow-up service to aid retention
• Develop call strategies, manage a sales portfolio, qualify prospects, and close sales
• Inform potential members about D-SNP benefits, eligibility, and differences among Medicare plans
• Present plan options clearly and impartially to help beneficiaries make informed choices
• Complete telephonic enrollments accurately and compliantly
• Meet or exceed enrollment, productivity, and quality goals
• Schedule appointments for in-home visits and telephonic enrollments as needed
• Ensure application completeness and accuracy before processing
• Collaborate with departments and provide administrative support as business needs change