Medicare Sales Lead Consultant; Hybrid - in Traverse , MI - Health Alliance Plan

This position will require in person work representing HAP at community events, so residency in the Greater Traverse City is required.

Responsible for the retention and growth of the Medicare line of business (both Individual and Group) accounting for more than $400 million in annual revenue. Support membership growth through the development and implementation of process improvements for both new sales (group and individual) and the employer group renewal process. Coordinate the development and implementation of specific sales and growth strategies, working across multiple departments and teams, including business development, labor, advertising, client services, underwriting and planning and marketing support.

Coordinate the development and implementation of Medicare Advantage sales strategies, compliance activities and oversight for both internal and external agents and agencies.

• Refine and monitor key performance indicators (KPIs) for the Auto Accounts Unit. Identify and elevate any performance gaps that fall outside expected levels to sales leadership and senior management. Collaborate with the sales team on possible solutions to any performance gaps.
• Maintain sales policies and procedures, ensuring they are updated with new or revised regulations.
• Conduct annual training (or as needed) with all sales agents as required by CMS.
• Conduct continuous reviews and audits on sales agents and agencies.
• Develop and maintain an up‑to‑date calendar of events for all agents and ensure appropriate notifications are filed with regulatory agencies.
• Collaborate with account executives, sales leadership, and planning and marketing support to ensure Request for Proposal (RFP) responses are accurate, complete, timely, and compelling to the employer group, consultants, and agents.
• Evaluate and modify sales presentations to assure consistent, accurate, and compelling messaging and value proposition. Provide feedback to the sales team on practice presentations prior to delivery to selected clients.
• Identify opportunities for sales and product training and work with sales leadership and organizational development to provide necessary training for the existing team and develop a standardized training process for new employees within the sales and marketing department.
• Attend regular and/or critical meetings, events, and sales functions with internal and external customers to promote HAP products and services. Plan and prepare appropriate promotional materials for distribution at various functions.
• Act as liaison for the sales team, communicating effectively to provide expertise, knowledge, and recommendations for seamless daily operations. Bring concerns and pending issues to the director in a timely manner for balanced resolutions.
• Perform other related duties as assigned.

• Bachelor’s Degree or an additional six (6) years of relevant experience may be considered in lieu of the degree requirement.
• Minimum of five (5) years of successful health insurance sales experience in the Medicare market.
• Minimum of three (3) years of leadership and/or management experience.
• Familiarity with health plan operations and federal and state regulations.
• Familiarity with a broad range of health plan options (HMO, PPO, CDHP).

• Must possess a valid driver’s license and maintain an acceptable driving record.
• Must be a licensed agent with the state of Michigan in Accident Health & Life insurance.

• Demonstrated leadership skills.
• Excellent written and oral communication skills.
• Strong presentation skills.
• Strong interpersonal skills.
• Commitment to service excellence.
• Respect for diversity.
• Ability to manage multiple projects.
• Strong organizational and time management skills.
• Strong analytical skills and attention to detail.
• Ability to coach and guide sales team, including implementation of appropriate staff training.
• Excellent public relations and public speaking skills.
• Team spirited.
• Strong understanding of the sales process for both group new business and sales.
• Working knowledge of an integrated health delivery system.
• Proficiency operating personal computers and associated software programs including, but not limited to, Word, Excel, and Power Point.
• Travel – frequent travel including overnight stays.
• Must be able to work off‑hours and extended hours as necessary.

• Organization: HAP (Health Alliance Plan)
• Department:
  Medicare & Individual Sales
• Shift: Day Job
• Union Code:
  Not Applicable