Bilingual Office Administrative Support – CA OPEN

by LaSean Singleton | Apr 18, 2024 | careers, Bilingual Office Administrative Support

Bilingual Office Administrative Support – Vista, CA

**THIS IS NOT A REMOTE POSITION**

SBHIS is an insurance agency dedicated exclusively to helping Medicare beneficiaries find the plan that best suits their needs, all of our services are free of charge. Our company’s mission is simple, we believe in “Making Medicare Easier,” and everything we do revolves around this. Our company’s core values require that we treat everyone with care and integrity. Our values support a culture that is innovative, diverse, and quickly adapts to change.

IMMEDIATE HIRE for Bilingual Office Administrative Support for our Vista Office*

The Office Administrative Support will have a positive and professional attitude and be able to work with minimal supervision. Candidate must take initiative, accept responsibility, and be flexible/ adaptive to a fast-paced environment. This is an exciting and challenging opportunity for a hard-working, motivated, goal oriented individual with administrative experience.

KEY DUTIES AND RESPONSIBILITIES

Serves as subject matter expert on all sales administrative processes, communicate with customers, agents, employees and other Individuals to answer questions and explain information
Conducts at least 100 outbound calls a week (welcome calls/follow up)
Generates at least 5 qualifying leads a month
Communicates with field agent representatives to provide pertinent information
Copies and maintains archives of consent to contract cards, scope of appointment forms, pre-appointment checklist and all other documents related to the sales and marketing process
Complies with Medicare, Medical, and state sales, marketing and enrollment requirements
Maintains up to date and clear information about assigned leads in company lead management system (Policy Keeper)
Assists with member calls relating to enrollment or service issues
Assists with filing and submitting sales events accordingly
Maintains a safe and organized office environment by complying with procedures, rules, regulations
Assists in office inventory by ordering marketing materials, supplies or services
Answers and directs incoming calls following proper phone procedures and policies
Operates office machines, such as copiers, scanners, fax machines and computers
Communicates with leaders daily on your day activities
Multitasks and prioritizes various duties
Contributes to team effort by accomplishing related results as needed
Develops and adjusts knowledge of Medicare and Health Plans to meet needs of specific individuals
Adheres to all company policies, procedures and business ethics codes.
Structures and maintains an organized office environment
Assumes other responsibilities as required or requested by upper management

KNOWLEDGE AND SKILLS

Bilingual – English/Spanish

Excellent computer skills and Effective oral and written communication skills.

Well organized, detail oriented, prioritizes and plans work activities while demonstrating key time management skills.

Ability to identify and resolve problems in a timely and ethical manner in compliance with all company policies and procedures.

Maintains high attention to detail with the ability to handle sensitive and confidential information in compliance with HIPPA and company policies and procedures.

Excellent customer service skills, while at the same time able to execute leadership in compliance with all company safety policies and practices.

Job Type: Full-time

Pay: $17.00 – $18.00 per hour

Benefits:

401(k)
401(k) matching
Employee assistance program
Employee discount
Health insurance
Paid time off

Please Upload Your Resume

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Growth and Community Engagement Specialist – CA OPEN

by LaSean Singleton | Jan 25, 2024 | careers, Growth and Community Engagement

Growth and Community Engagement Specialist- San Francisco, CA

Position: Growth and Community Engagement Specialist – Bilingual English/Chinese.

JOB SUMMARY

Our Outreach team plays a crucial role in reaching out to Medicare seniors in the community to promote client growth, and Growth and Community Engagement are an integral part of this team. One of the key responsibilities of a Growth and Community Engagement is to build and nurture relationships with community leaders to facilitate engagement with Medicare-eligible seniors. This requires a high degree of flexibility, creativity, teamwork, and problem-solving skills to be effective.

In addition to engaging community leaders, Growth and Community Engagement are responsible for establishing and maintaining mutually beneficial relationships with local organizations. They also work to promote SBHIS Medicare solutions to eligible seniors by connecting with people who are important to our Medicare population. To accomplish these goals, Growth and Community Engagement need to be skilled at marketing and adept at building and nurturing relationships

Visit 20 to 30 offices a week to develop and maintain relationships

Develops and maintains relationships with Doctors, Medical groups and the Community

The task at hand is to conduct research and gain a comprehensive understanding of the influencer and community partner network in your specific market Serve as a liaison between SBHIS and local providers

The job involves prospecting and making cold calls to businesses within your designated territory, including but not limited to senior buildings, libraries, churches, senior groups, and other similar entities

The primary objective is to impact prospect acquisition and lead generation targets for each center within your assigned territory by utilizing community relationships to engage with Medicare seniors

Collaborating with community leaders to identify potential avenues for expanding and developing new channels of client growth

Coordinating all aspects of the events, both internally and externally, to ensure that they are captivating, attract significant participation, and effectively generate leads

Generate leads at least 200 a month in order to assist the Sales Team to reach and accomplish the monthly enrollments goal

Event Planning:

Creating and overseeing a calendar of events, covering a period of at least six weeks, in collaboration with local community leaders within the assigned territory

Coordinating all aspects of the events, both internally and externally, to ensure that they are captivating, attract significant participation, and effectively generate leads

Clearly communicating the goals, strategies, and expectations for each event with the Business Development Director and Managers

Ensures all events, activities, communication, materials, media, promotions, etc. meet corporate and CMS rules and regulations

Assists in preparation of all marketing and education events, activities and all presentations to eligible partners and provider partners, etc

Sales:

Proactively collaborating with local community leaders to create community outreach opportunities and increase field account engagement

Keeping abreast of internal sales system knowledge and marketing programs by attending scheduled meetings to learn about new services, workstreams, and initiatives

Planning lead generation and community engagement activities at least two weeks in advance to effectively develop and maintain a lead pipeline

Continually monitors activities of health industry competitors and provides information to management

Work with agent leader to place agents in provider offices and maintain the relationship to ensure positive results

Assists in preparation of all marketing and education events, activities and all presentations to eligible partners and provider partners, etc.

Schedule and attend providers in-service and IPA’s meetings and track all visits and activities

Coordinating with the Business Development Director to establish and sustain relationships with the agents

Assumes other responsibilities as required or requested by upper management

Requirements and Qualifications:

Education: A Bachelor’s Degree in business, marketing or communications or a health or human services field, or a high school diploma with sufficient experience.

Experience: Prefer one year of experience in a field marketing role for a health care provider, or in an information and referral resource role within the senior network

Ability to work in and promote teamwork.

Solid written, verbal and interpersonal communication skills.

Ability to work professionally, cohesively, and collaboratively with staff, partners and with organizations serving the senior community.

Ability to work flexible and sometimes unpredictable hours to include weekends.

Organized, detail-oriented and able to time manage.

Solid Knowledge of Microsoft Windows software.

Reliable transportation.

Bilingual (Chinese /English)

Ability to work independently with little supervision

Job Type: Full-time

Salary: $22.00 – $26.00 per hour

Benefits:

401(K)
401(K) Matching
Employee assistance program
Employee discount
Flexible schedule
Health Insurance
Paid time off
Tuition reimbursement

Schedule:

8 hour shift
Weekends as needed

Please Upload Your Resume

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Business Development Manager – CA OPEN

by LaSean Singleton | Dec 4, 2023 | careers, Business Development Manager

Business Development Manager – Chula Vista, CA

Position: Business Development Manager – Bilingual English/Spanish.

SBHIS Insurance Services is an insurance agency dedicated exclusively to helping Medicare beneficiaries find the plan that best suits their needs, all of our services are free of charge. Our company’s mission is simple, we believe in “Making Medicare Easier,” and everything we do revolves around this. Our company’s core values require that we treat everyone with care and integrity. Our values support a culture that is innovative, diverse, and quickly adapts to change.

We are looking for a Bilingual (English/Spanish) BDM in the South Bay area.

The BDM is responsible for increasing the sales revenue in the Counties they oversee. BDM is to grow and maintain relationships with medical groups and primary care physicians. The relationships built by the BDM become lead sources for agents. BDM is actively developing the territory to develop new business opportunities.

BDM manages all activities associated with the broker channel, including but not limited to, recruitment, training, compliance oversight, sales, member retention and marketing. In addition, works collectively with agents and supports the team’s efforts while achieving customer satisfaction, increased revenue, and achieving long-term goals in line with company vision and values.

Key Duties and Responsibilities

Delivers SBHIS’s Value Proposition to the sales and broker team in assigned market.

Provides oversight of compliance metrics to ensure compliant broker behavior and enrollments.

Develop, grow and maintain relationships with medical groups, providers and community contacts.

Ensures team is meeting & exceeding corporate objectives for compliance (Early Cancellations, Rapid Disenrollment).

Recruit, staff, trains and develop sales force in assigned territory

Create enrollment/ lead generation opportunities for agents with new and existing business partners.

Work with management to develop a business plans with proven sales strategies for the territory to assure that the team meets its goals

Conduct weekly sales meetings

Maintains contact with all Agents in the market area to ensure high levels of satisfaction

Drive sales and agents teams to maximize new membership enrollment

Maintains sales volume and profitability by keeping current with industry trends, lead generation initiatives, and report analysis.

Ensure positive and effective relationships are established and maintained with partners, customers, employees and sales agents.

Comply with Medicare, Medical, and state sales, marketing and enrollment requirements

Performs other duties as assigned.

Education & Experience:

Bachelor’s degree preferred
3 – 5 years of sales experience in the industry
Preferred knowledge in Medicare/Healthcare
Must have clean driving record required
Bilingual (English/Spanish)

Knowledge, Skills & Abilities:

Excellent customer service skills and aptitude for working collaboratively with agents, Medical groups and healthcare providers
Knowledge of healthcare industry
Self-starter with high degree of drive, initiative, and follow through to meet deadlines
Skilled at multi-tasking and communicating in a team environment
Proficient in Microsoft Office and Excel
Daily travel within assigned territory

Benefits:

401k
401k Matching
Employee Assistant program
Health Insurance
Vacation/Sick

Supplemental Pay types

Bonus Opportunities

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Office Administrative Support – AZOPEN

by SBHIS Admin | Mar 3, 2023 | careers, Office Administrative Support

Office Administrative Support – AZ

SBHIS Medicare Solutions is an insurance agency dedicated exclusively to helping Medicare beneficiaries find the plan that best suits their needs. All of our services are free of charge. Our company’s mission is simple, we believe in “Making Medicare Easier,” and everything we do revolves around this. Our company’s core values require that we treat everyone with care and integrity. Our values support a culture that is innovative, diverse, and quickly adapts to change.

The Office Administrative Support will oversee and administrative all aspects of the AZ Office. In addition, works collectively with agents and supports the teams’ efforts in achieving Customer Satisfaction, revenue generation, and achieving long-term goals in line with company vision and values

Serves as subject matter expert on all sales administrative processes, communicate with customers, agents, employees and other Individuals to answer questions and explain information

Develops relationships with agents to assist them in any sales issues or concerns

Handles agents’ concerns over the phone, by e-mail or in person.

Serves as a key company liaison with all agents and key departments within the company and Health Plan carriers.

The ability to plan, organize, and adapt.

Provide in the field problem solving.

Develop, grow and maintain relationships with medical groups, provider and community contacts

Assists in office inventory by ordering marketing materials, supplies or services

Complies with Medicare, Medical, and state sales, marketing and enrollment requirements

Comply with Medicare, Medical, and state sales, marketing and enrollment requirements

Ensure positive and effective relationships are established and maintained with Customer, employees and sales agents.

Adheres to all company policies, procedures and business ethics codes.

Performs other duties as assigned.

Job Type: Full-time

Salary: $17.00 – $20.00 per hour

Benefits:

Paid time off
Schedule:

8 hour shift
Experience:

Customer service: 1 year (Preferred)
Language:

Spanish (Preferred)

Please Upload Your Resume

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Health Plan Specialist – LA & ORANGE OPEN

by SBHIS Admin | Dec 30, 2022 | Health Plan Specialist

Health Plan Specialist – CA

Health Plan Specialist I

Reports to: Area Sales Manager

OUR COMPANY:

DESCRIPTION:

A Health Plan Specialist (HPS I) is a caring and energetic individual passionate about serving seniors, understanding their healthcare needs and improving their quality of life. The services provided by an HPS result in increased access to care, financial savings and directly affect the lives of those they serve in a very positive way. The position is highly specialized and requires continuous training and certification on all plans SBHIS Insurance Services is contracted with.

An HPS I is expected to meet or exceed their monthly goals. The position is exciting and exposes you to a significant amount of time in the field developing enrollment opportunities and marketing in the community. You will develop personal relationships with doctors, medical offices, medical groups, and community leaders. You will serve your community, give back, provide excellence in service with heart, treat people with empathy, and connect with them. This role is crucial to the success of grassroots marketing campaigns and strategies for the agency. You will be responsible for executing your marketing plan and for adequately tracking your efforts and results for effectiveness.

An HPS embraces and lives the company’s mission, vision, and values. They walk the talk and are considered an integral part of the SBHIS family. They are crucial in the implementation of company‐ wide initiatives. As ambassadors of our brand promise “Excellence in Service with Heart,” they are tasked with delivering it at every encounter.

The following key duties and accountabilities ensure the critical success of this position:

8 hours per week are to be spent on lead generation with Management/HPS III oversight
8 hours per week are to be spent on lead generation on their own

Camps
Provider visits
Sales presentations
Community events (Health Fairs, Vaccination Drives, Covid Testing, Food Banks, )
Grassroots marketing campaigns
Direct one on one engagement with seniors
Outbound calls to prospects and existing members using SIM
Any other activity that will generate leads

8 hours per week are to be spent on 1:1 sales appointments with Management or HPS III Oversight
6 hours per week are to be spent on 1:1 sales appointments on your own

Must properly update SIM daily for every customer or member interaction, appointment outcome, follow up calls, and other customer or member engagements
Will train and grow to possess expert‐level knowledge of all products that they represent
Must learn to create and consistently use an SBHIS approved plan benefit comparison at every appointment
Develop strong time management skills to maximize 1:1 sales appointments
Must return calls to prospects and others within 24 hours
Will become highly skilled at presenting plan benefits in various settings such as In‐Home/In‐ Office/Field & Telephonic appointments
Will become highly skilled at completing paper and online enrollment applications on behalf of members
Must always use the CMS presentation checklist to conduct compliant Medicare sales presentations
Will be trained and must learn to qualify and actively assist prospects in applying into federal and state assistance programs

4 hrs per week will be spent on customer service & retention with Management or HPS III assistance
2 hrs per week will be spent on customer service & retention without oversight

All inquiries MUST be acknowledged and responded to within 24 hours of initial contact
Must be able to filter and prioritize requests to assign them to the appropriate party for a timely and positive resolution
Provide the highest quality of service with the overall goal of bringing peace of mind to our members in a caring and compassionate manner
Conduct regular communication with new and existing members using various methods to improve retention and generate referrals
Must properly update SIM daily for every customer or member interaction, appointment outcome, follow up calls, and other customer or member engagements

4 hours per week to be spent on other activities (training, webinar, ride‐along, mock presentations, and team meetings.)

This position requires constant training to gain the skills necessary to move to HPS II or III
HPS I must care and have the constant desire to learn, improve and grow
All team scheduled activities and company training are mandatory
Key success measures (outcomes) for this position: Qualitative and or Quantitative
Attendance and punctuality are expected for all team events and meetings
Spends over 50% of their time in the field
Develops relationships with 2 to 3 Medical offices and actively works with them
Achieves monthly goal of 10 enrollments on month one
Achieves monthly goal of 20 enrollments on month two
Achieves monthly goal of 25 enrollments on month three
Month 4 onwards HPS must meet the minimum of 25 enrollments per month, not including AEP when goal changes depending on the opportunity
Will meet with Manager weekly to review progress
Will be evaluated by the Manager monthly and quarterly
Must meet a quarterly goal of 75 enrollments with no more than 10% re‐enrolls
After meeting the quarterly goal for two consecutive quarters and at Manager’s discretion, HPS I is eligible to be promoted to HPS II

EDUCATION AND WORK EXPERIENCE:

Current Life & Health Insurance License for their State
Must complete ALL certifications and testing within 30 days of employment
College preferred but not required
Sales experience
Customer service skills highly recommended
Bilingual skills
Reliable transportation and clean driving record
Background check required
Must have a positive attitude and exemplary attendance
Is expected to be a reliable and dependable team member

Please Upload Your Resume

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Growth and Community Engagement – LA & ORANGE OPEN

by SBHIS Admin | Dec 30, 2022 | HR Generalist

Growth and Community Engagement – CA

GENERAL JOB INFORMATION
Title:	Growth and Community Engagement
Reports To (title):	District Sales Manager
Date Last Revised	03/18/2021
Division	Sales

JOB SUMMARY

The Growth and Community Engagement Representative has significant responsibility for implementing and maintaining business relations with Doctors, Medical Groups and the community. This position works closely with SBHIS’ management team to make SBHIS the “provider network of choice” among physicians, hospitals and other health care professionals.

(1) Providing meaningful programs for community residents including marketing and education of SBHIS products directly resulting in membership growth, (2) strengthen member relations through specific marketing and education initiatives resulting in greater member retention (3) building community coalition’s partnerships to specifically increase enrollment and member retention and (4) promoting SBHIS programs and related initiatives. Promotes SBHIS products and directly assists with accomplishing outreach and enrollment goals.

Key Duties and Responsibilities
•	Visit 30 offices a week to develop and maintain relationships
•	Develops and maintains relationships with Doctors and Medical groups
•	Serve as a liaison between SBHIS and local providers
•	Conducts compliant marketing and education presentations to targeted partners
•	Generate leads in order to assist the Sales Team to reach and accomplish the monthly enrollments goal
•	Thoroughly and accurately documents all program activities regarding the effectiveness of the programs
•	Participates in strategy meetings as necessary and make recommendations regarding SBHIS projects
•	Ensures all events, activities, communication, materials, media, promotions, etc. meet corporate and CMS rules and regulations
•	Continually monitors activities of health industry competitors and provides information to management
•	Work with agent leader to place agents in provider offices and maintain the relationship to ensure positive results
•	Assists in preparation of all marketing and education events, activities and all presentations to eligible partners and provider partners, etc.
•	Schedule and attend providers in-service and IPA’s meetings and track all visits and activities
•	Develop and cooperate with IPA’s provider representative to get access to new offices
•	Assumes other responsibilities as required or requested by upper management
•
•


Education

Education Level	Education Details	Required/Preferred
A Bachelor’s Degree in Marketing or related field or equivalent work experience		Preferred

Work Experience
Experience Level	Experience Details	Required/Preferred
2+ yeas of sales and/or marketing Experience in HMO/Managed Healthcare or with the community leaders		Preferred
Positive attitude, exemplary attendance and reliable team member.		Required
The employee must be flexible to work or to swing shifts.		Required
Excellent people manager, open to direction and collaborative work style and commitment to get the job done.		Required
Proven leadership and ability to drive sales teams.		Required

Licenses and Certifications
Licenses/Certifications	Other Licenses/Certifications	Required/Preferred
Life and Health License		preferred

Skills
Skill Sets	Other Skills	Proficiency
Demonstrated interpersonal/verbal/listening communication skills		Advanced
Ability to work independently		Advanced
Ability to work as part of a team		Advanced
Ability to work in a fast paced environment with changing priorities		Intermediate
Knowledge of community, state and federal laws and resources		Intermediate
Ability to represent the company with external constituents		Intermediate
Ability to influence internal and external constituents		Intermediate
Demonstrated customer service skills		Intermediate
Demonstrated time management and priority setting skills		Intermediate
Other	Ability to plan, organize, and adapt	advance
Other	Ability to work calmly under pressure	Intermediate

Technology
Technology	Other Technology	Proficiency	Required/Preferred
Microsoft Outlook		Intermediate	Required
Microsoft PowerPoint		Intermediate	Required
Microsoft Excel and Access		Intermediate	Preferred
Microsoft Word		Intermediate	Required

Languages
Languages	Other Languages	Required/Preferred
Other	Bilingual in Spanish helpful but not necessary	Preferred

PHYSICAL DEMANDS AND WORKING CONDITIONS
Physical Demands
Physical Demand	None	Seldom	Occasionally	Frequently
Reading				X
Writing				X
Sitting				X
Standing				X
Walking				X
Bending, stretching or reaching				X
Driving				X
Talking on the phone, person-to-person, and in group				X
Hearing on the phone, person-to-person, and in groups				X
Vision for near, midrange, far, peripheral, depth and color				X
Use of computer				X
Use of telephone				X
Use of office equipment				X
Pushing/pulling/lifting/carrying from 5 to 25 lbs.			X

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Working Conditions

Working Condition	None	Seldom	Occasionally	Frequently
Exposure to extreme heat			X
Exposure to confined areas			X
Exposure to high places		X
Exposure to noise			X

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Other Requirements

May spend up to 75% of time traveling

May spend up to 25% of time at a office setting

Please Upload Your Resume

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Bilingual Office Administrative Support – CA OPEN

Bilingual Office Administrative Support – Vista, CA

Please Upload Your Resume

Growth and Community Engagement Specialist – CA OPEN

Growth and Community Engagement Specialist- San Francisco, CA

Please Upload Your Resume

Business Development Manager – CA OPEN

Business Development Manager – Chula Vista, CA

Please Upload Your Resume

Office Administrative Support – AZOPEN

Office Administrative Support – AZ

Please Upload Your Resume

Health Plan Specialist – LA & ORANGE OPEN

Health Plan Specialist – CA

OUR COMPANY:

DESCRIPTION:

The following key duties and accountabilities ensure the critical success of this position:

Please Upload Your Resume

Growth and Community Engagement – LA & ORANGE OPEN

Growth and Community Engagement – CA

Please Upload Your Resume

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