Sales and Service Coordinator I - Medicare

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PacificSource is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, sex, sexual orientation, gender identity, national origin, genetic information or age. PacificSource values the diversity of our community, including those we hire and serve. We are committed to creating and fostering a work environment in which individual differences and diversity are appreciated, respected and responded to in ways that fully develop and utilize each person’s talents and strengths.

Provide knowledge and support to Medicare brokers by phone and email. Respond to requests and questions from brokers and internal teams in a timely, knowledgeable and friendly manner. Provide administrative support to the Broker Sales Manager and Medicare Broker Sales team as directed by their manager. Manage and support the Medicare broker appointment and annual recertification process.

Essential Responsibilities:

• Research and respond to broker inquiries on applications, commissions, member eligibility, plan benefits, billing, providers, appointing with PacificSource, Medicare regulations, and more.
• Monitor all Medicare broker-related OnBase, email and phone queues. Research and resolve and respond to Broker issues.
• Facilitate email outreach to individual and groups of brokers for application issues, requests for updated licenses and E&O certificates, notification of AOR changes, client terminations, appointment terminations, pending client terminations due to delinquent premiums, recertification status and other pertinent communications.
• Create and maintain broker records in OnBase.
• Review plan change applications to ensure existing AOR is maintained.
• Utilize MARx and MMIS to evaluate member and prospect eligibility for enrollment.
• Administrative support for Sales Executive’s annual recertification trainings.
• Provide administrative support to the Sales Executives as directed by their manager.
• Provide Develop, maintain and update broker, member and prospect-facing PowerPoints for sales, training and informational presentations.
• Assist with the Medicare Sales Director, Managers and Sales executives with reporting as assigned by their manager.
• Update and maintain department procedures and documents.
• Collaborate with the Agent Coordinator team on the broker appointment and re-certification processes.

Supporting Responsibilities:

• Perform general office duties, including copying, faxing, filing, mailing, and delivering supplies as needed.
• Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.
• Meet department and company performance and attendance expectations.
• Perform special projects and other duties as assigned by their Manager.

SUCCESS PROFILE

Work Experience: A minimum of 2 years office experience required; health insurance industry experience preferred.

Education, Certificates, Licenses: High School Diploma or equivalent required. Idaho, Oregon, Washington or Montana health insurance license preferred.

Knowledge: Thorough understanding of health insurance products, the Medicare program, Medicare Advantage regulations, Medicare supplement plans, Medicare Advantage plans and the Medicare Part D drug program. Skill in using Microsoft Office products including Word, Excel and PowerPoint. Excellent written and verbal communications skills.

Competencies

Adaptability

Building Customer Loyalty

Building Strategic Work Relationships

Building Trust

Continuous Improvement

Contributing to Team Success

Planning and Organizing

Work Standards

Environment: Work inside in a general office setting (or remote setting, upon approval) with ergonomically configured equipment. Travel is required approximately less than 5% of the time.

Skills:

Accountability, Collaboration, Communication (written/verbal), Flexibility, Listening (active), Organizational skills/Planning and Organization, Problem Solving, Teamwork

Our Values

We live and breathe our values. In fact, our culture is driven by these seven core values which guide us in how we do business:

• We are committed to doing the right thing.
• We are one team working toward a common goal.
• We are each responsible for customer service.
• We practice open communication at all levels of the company to foster individual, team and company growth.
• We actively participate in efforts to improve our many communities-internally and externally.
• We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community.
• We encourage creativity, innovation, and the pursuit of excellence.

Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.

Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.