Direct Sales Representative,… at Blue Shield… · Woodland…

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.

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.

Responsibilities

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

Qualifications

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

About the Team

About Blue Shield of California

As of January 2025, Blue Shield of California became a subsidiary of Ascendiun. Ascendiun is a nonprofit corporate entity that is the parent to a family of organizations including Blue Shield of California and its subsidiary, Blue Shield of California Promise Health Plan; Altais, a clinical services company; and Stellarus, a company designed to scale healthcare solutions. Together, these organizations are referred to as the Ascendiun Family of Companies.

At Blue Shield of California, our mission is to create a healthcare system worthy of our family and friends and sustainably affordable. We are transforming health care in a way that genuinely serves our nonprofit mission by lowering costs, improving quality, and enhancing the member and physician experience.

To achieve our mission, we foster an environment where all employees can thrive and contribute fully to address the needs of the various communities we serve. We are committed to creating and maintaining a supportive workplace that upholds our values and advances our goals.

Blue Shield is a U.S. News Best Company to work for, a Deloitte U.S. Best Managed Company and a Top 100 Inspiring Workplace. We were recognized by Fair360 as a Top Regional Company, and one of the 50 most community-minded companies in the United States by Points of Light. Here at Blue Shield, we strive to make a positive change across our industry and communities – join us!

Our Values:

• Honest. We hold ourselves to the highest ethical and integrity standards. We build trust by doing what we say we're going to do and by acknowledging and correcting where we fall short.
• Human. We strive to listen and communicate effectively, showing empathy by understanding others' perspectives.
• Courageous. We stand up for what we believe in and are committed to the hard work necessary to achieve our ambitious goals.

Our Workplace Model

We believe in fostering a workplace environment that balances purposeful in-person collaboration with flexibility - providing clear expectations while respecting the diverse needs of our workforce. Our workplace model is designed around intentional in-person interaction, collaboration, connection, creativity and flexibility:

• For most teams, this means coming into the office two days per week.
• Employees living more than 50 miles from an office location, out of state employees, and employees in certain member-facing roles should work with their manager to determine in-office time based on business need.
• For employees with medical conditions that may impact their ability to work in-office, we are committed to engaging in an interactive process and providing reasonable accommodations to ensure their work environment is conducive to their success and well-being.

The Company reserves the right to require more presence in the office based on business needs, and requirements are subject to change with periodic reviews.

Physical Requirements:

Office Environment - roles involving part to full time schedule in Office Environment. Based in our physical offices and work from home office/deskwork - Activity level: Sedentary, frequency most of work day.

Please click here for further physical requirement detail.

Equal Employment Opportunity:

External hires must pass a background check/drug screen. Qualified applicants with arrest records and/or conviction records will be considered for employment in a manner consistent with Federal, State and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran status or disability status and any other classification protected by Federal, State and local laws.