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Health Plan specialist

Health Plan Specialist – CA

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.

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 INSURUS 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, etc.)
  • 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 30 enrollments on month three
  • Month 4 onwards HPS must meet the minimum of 30 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 90 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


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


  • Hourly Compensation
  • Bonus per enrollment
  • No renewals
  • Health benefits (after two months)
  • Sick Leave (Paid after 90 days)
  • SBHIS 401K (immediate)
  • Vacation (accrual begins after one year)

At SBHIS Insurance Services, you will discover a culture of service where you will be constantly challenged and presented with unlimited growth opportunities. You will need to be an empathetic, kind, goal‐oriented, resourceful, self‐starter, and flexible to succeed. You will be rewarded with a career filled

with purpose, where the work you do matters and makes a difference. If you have the heart to serve, want to do work that makes an impact, work in one of the largest sectors in our economy and grow, you have come to the right place.

Job Type: Full-time

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