Job Description
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
One year of customer service/telemarketing experience
Sales or related experience, preferably in the Medi-Cal, Commercial, or Medicare Managed Care industry
High school diploma or general education degree (GED); and at least one year of related experience and/or training
Knowledge of Medi-Cal, Commercial, and Medicare Managed Care Plans
Excellent communicator and presentation skills
Solid computer skills (Word, Excel, PowerPoint, Salesforce, CRM)
Benefits
Pay Range: $18 - $1+ hourly
Responsibilities
The main objective of the PER is to assist in the servicing of the Partner Experience Department by answering questions via phone or e-mail with a friendly demeanor, researching and resolving Agent issues as it relates to member services, benefits, commission payments, application status, and communications in general
The PER will be responsible for tracking webinar attendees, and grade exams while updating Salesforce.com with updated status
The PER will also assist Agent contracting with reconciliation of Agents status of Ready to sell based on submitted forms
Answers incoming broker support queue phone calls from contracted Agents during our Hours of operation Monday through Friday
Schedule can vary from 8:00am to 6:00pm
These hours shall be defined as “Normal Business Hours”
The Partner Experience Representative is responsible for ensuring that the Partner Experience Queue meets all defined service levels and that appropriate coverage is made during break or meal periods
This position ensures that all calls are coded or “wrapped up” correctly and that proper reports are generated to ensure service levels
Codes include the following: RX issues, general benefits, application issues, payment commission issues, packet orders, trainings and tests, verification of Part A and B, verification of Medi-Cal, network lookup and provider issues
Prompt e-mail of phone follow-up as needed with established brokers to ensure satisfaction, respond to queries, solicit further sales (referrals), and solve or refer problems to appropriate internal AHP departments or external partners like Florida Blue and Humana in North Carolina
Identify nature of broker call and refer to the appropriate department for resolution if out of basic scope of knowledge as listed above
Works to resolve situations with Member Services Department and Eligibility to triage broker issues as they relate to member
Log calls into Salesforce.com with Date of call, Caller name, nature of the issue, and resolution status
Monthly verification of Agent licensure on the DOI website to ensure that each broker that is active
Notates this in the broker file
Makes outbound calls to Brokers as necessary for reservations, confirmations and communication regarding events as well as any other information
Coordinates the venue for FMO meeting, training and events
Maintains the attendance RSVP list of all active brokers who attend training meetings
Creates and maintains all Sub-Agent files and Correct Certification and Re-Certification exams
Ride Along evaluations, exams and current Life licensure must be filed for each broker that participates in Salesforce.com
During Annual Election Period (AEP), as well as during downtime, the aforementioned broker-based responsibilities will be primary with data entry as secondary
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
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
Job description
Job Number: 6+++
Workplace Type: Hybrid Remote
Position Title: Partner Experience Representative
External Description
Position Summary:
The main objective of the PER is to assist in the servicing of the Partner Experience Department by answering questions via phone or e-mail with a friendly demeanor, researching and resolving Agent issues as it relates to member services, benefits, commission payments, application status, and communications in general. The PER will be responsible for tracking webinar attendees, and grade exams while updating Salesforce.com with updated status. The PER will also assist Agent contracting with reconciliation of Agents status of Ready to sell based on submitted forms.
General Duties/Responsibilities
(May include but are not limited to)
Answers incoming broker support queue phone calls from contracted Agents during our Hours of operation Monday through Friday. Schedule can vary from 8:00am to 6:00pm. These hours shall be defined as “Normal Business Hours”. Some weekends required.
The Partner Experience Representative is responsible for ensuring that the Partner Experience Queue meets all defined service levels and that appropriate coverage is made during break or meal periods. This position ensures that all calls are coded or “wrapped up” correctly and that proper reports are generated to ensure service levels. Codes include the following: RX issues, general benefits, application issues, payment commission issues, packet orders, trainings and tests, verification of Part A and B, verification of Medi-Cal, network lookup and provider issues.
Prompt e-mail of phone follow-up as needed with established brokers to ensure satisfaction, respond to queries, solicit further sales (referrals), and solve or refer problems to appropriate internal AHP departments or external partners like Florida Blue and Humana in North Carolina.
Identify nature of broker call and refer to the appropriate department for resolution if out of basic scope of knowledge as listed above. Works to resolve situations with Member Services Department and Eligibility to triage broker issues as they relate to member.
Log calls into Salesforce.com with Date of call, Caller name, nature of the issue, and resolution status.
Monthly verification of Agent licensure on the DOI website to ensure that each broker that is active. Notates this in the broker file.
Makes outbound calls to Brokers as necessary for reservations, confirmations and communication regarding events as well as any other information.
Coordinates the venue for FMO meeting, training and events. Maintains the attendance RSVP list of all active brokers who attend training meetings.
Creates and maintains all Sub-Agent files and Correct Certification and Re-Certification exams. Ride Along evaluations, exams and current Life licensure must be filed for each broker that participates in Salesforce.com
During Annual Election Period (AEP), as well as during downtime, the aforementioned broker-based responsibilities will be primary with data entry as secondary.
Minimum Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Experience
One year of customer service/telemarketing experience.
Sales or related experience, preferably in the Medi-Cal, Commercial, or Medicare Managed Care industry.
Education/Licensure
High school diploma or general education degree (GED); and at least one year of related experience and/or training.
Other
Knowledge of Medi-Cal, Commercial, and Medicare Managed Care Plans.
Bilingual (English/Spanish) preferred.
Excellent communicator and presentation skills.
Solid computer skills (Word, Excel, PowerPoint, Salesforce, CRM).
Work Environment
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.
Essential Physical Functions
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.
Pay Range: $18 - $1+ hourly.
City: Orange
State: California
Location City: Orange
Location State: California
Community / Marketing Title: Partner Experience Representative
Company Profile
Alignment Health is revolutionizing health care for seniors by leveraging our world-class technology platform, innovative care delivery models, deep physician partnerships and our serving heart culture! From member experience professionals and clinicians, to data scientists and operations leaders, we have built a talented and passionate team that is deeply committed to our mission of transforming health care for the seniors we serve. Ready to join us?
At Alignment Alignment, delivering exceptional care to seniors starts with ensuring an exceptional experience for our over 1,300 employees. At the center of our employee experience is a culture where employees at all levels and across all teams are encouraged to share their unique ideas and perspectives. After all, when you can bring your authentic self to work, whether that’s in a clinical setting, our corporate office or a home office, creativity and innovation flourish! Another important part of the Alignment culture is a belief in continuous learning and growth. As a result, in this fast-growing company, you will find ample support to grow your skills and your career – with us.
EEO Employer Verbiage
Please note: All clinical positions are contingent upon successful engagement with Alignment Health’s COVID-1+ Vaccination program (fully vaccinated with documented proof or approved exception/deferral).
Alignment Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity, or ****** orientation.
• DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at https://reportfraud.ftc.gov/#/. If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email [email protected].
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
One year of customer service/telemarketing experience
Sales or related experience, preferably in the Medi-Cal, Commercial, or Medicare Managed Care industry
High school diploma or general education degree (GED); and at least one year of related experience and/or training
Knowledge of Medi-Cal, Commercial, and Medicare Managed Care Plans
Excellent communicator and presentation skills
Solid computer skills (Word, Excel, PowerPoint, Salesforce, CRM)
Benefits
Pay Range: $18 - $1+ hourly
Responsibilities
The main objective of the PER is to assist in the servicing of the Partner Experience Department by answering questions via phone or e-mail with a friendly demeanor, researching and resolving Agent issues as it relates to member services, benefits, commission payments, application status, and communications in general
The PER will be responsible for tracking webinar attendees, and grade exams while updating Salesforce.com with updated status
The PER will also assist Agent contracting with reconciliation of Agents status of Ready to sell based on submitted forms
Answers incoming broker support queue phone calls from contracted Agents during our Hours of operation Monday through Friday
Schedule can vary from 8:00am to 6:00pm
These hours shall be defined as “Normal Business Hours”
The Partner Experience Representative is responsible for ensuring that the Partner Experience Queue meets all defined service levels and that appropriate coverage is made during break or meal periods
This position ensures that all calls are coded or “wrapped up” correctly and that proper reports are generated to ensure service levels
Codes include the following: RX issues, general benefits, application issues, payment commission issues, packet orders, trainings and tests, verification of Part A and B, verification of Medi-Cal, network lookup and provider issues
Prompt e-mail of phone follow-up as needed with established brokers to ensure satisfaction, respond to queries, solicit further sales (referrals), and solve or refer problems to appropriate internal AHP departments or external partners like Florida Blue and Humana in North Carolina
Identify nature of broker call and refer to the appropriate department for resolution if out of basic scope of knowledge as listed above
Works to resolve situations with Member Services Department and Eligibility to triage broker issues as they relate to member
Log calls into Salesforce.com with Date of call, Caller name, nature of the issue, and resolution status
Monthly verification of Agent licensure on the DOI website to ensure that each broker that is active
Notates this in the broker file
Makes outbound calls to Brokers as necessary for reservations, confirmations and communication regarding events as well as any other information
Coordinates the venue for FMO meeting, training and events
Maintains the attendance RSVP list of all active brokers who attend training meetings
Creates and maintains all Sub-Agent files and Correct Certification and Re-Certification exams
Ride Along evaluations, exams and current Life licensure must be filed for each broker that participates in Salesforce.com
During Annual Election Period (AEP), as well as during downtime, the aforementioned broker-based responsibilities will be primary with data entry as secondary
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
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
Job description
Job Number: 6+++
Workplace Type: Hybrid Remote
Position Title: Partner Experience Representative
External Description
Position Summary:
The main objective of the PER is to assist in the servicing of the Partner Experience Department by answering questions via phone or e-mail with a friendly demeanor, researching and resolving Agent issues as it relates to member services, benefits, commission payments, application status, and communications in general. The PER will be responsible for tracking webinar attendees, and grade exams while updating Salesforce.com with updated status. The PER will also assist Agent contracting with reconciliation of Agents status of Ready to sell based on submitted forms.
General Duties/Responsibilities
(May include but are not limited to)
Answers incoming broker support queue phone calls from contracted Agents during our Hours of operation Monday through Friday. Schedule can vary from 8:00am to 6:00pm. These hours shall be defined as “Normal Business Hours”. Some weekends required.
The Partner Experience Representative is responsible for ensuring that the Partner Experience Queue meets all defined service levels and that appropriate coverage is made during break or meal periods. This position ensures that all calls are coded or “wrapped up” correctly and that proper reports are generated to ensure service levels. Codes include the following: RX issues, general benefits, application issues, payment commission issues, packet orders, trainings and tests, verification of Part A and B, verification of Medi-Cal, network lookup and provider issues.
Prompt e-mail of phone follow-up as needed with established brokers to ensure satisfaction, respond to queries, solicit further sales (referrals), and solve or refer problems to appropriate internal AHP departments or external partners like Florida Blue and Humana in North Carolina.
Identify nature of broker call and refer to the appropriate department for resolution if out of basic scope of knowledge as listed above. Works to resolve situations with Member Services Department and Eligibility to triage broker issues as they relate to member.
Log calls into Salesforce.com with Date of call, Caller name, nature of the issue, and resolution status.
Monthly verification of Agent licensure on the DOI website to ensure that each broker that is active. Notates this in the broker file.
Makes outbound calls to Brokers as necessary for reservations, confirmations and communication regarding events as well as any other information.
Coordinates the venue for FMO meeting, training and events. Maintains the attendance RSVP list of all active brokers who attend training meetings.
Creates and maintains all Sub-Agent files and Correct Certification and Re-Certification exams. Ride Along evaluations, exams and current Life licensure must be filed for each broker that participates in Salesforce.com
During Annual Election Period (AEP), as well as during downtime, the aforementioned broker-based responsibilities will be primary with data entry as secondary.
Minimum Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Experience
One year of customer service/telemarketing experience.
Sales or related experience, preferably in the Medi-Cal, Commercial, or Medicare Managed Care industry.
Education/Licensure
High school diploma or general education degree (GED); and at least one year of related experience and/or training.
Other
Knowledge of Medi-Cal, Commercial, and Medicare Managed Care Plans.
Bilingual (English/Spanish) preferred.
Excellent communicator and presentation skills.
Solid computer skills (Word, Excel, PowerPoint, Salesforce, CRM).
Work Environment
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.
Essential Physical Functions
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.
Pay Range: $18 - $1+ hourly.
City: Orange
State: California
Location City: Orange
Location State: California
Community / Marketing Title: Partner Experience Representative
Company Profile
Alignment Health is revolutionizing health care for seniors by leveraging our world-class technology platform, innovative care delivery models, deep physician partnerships and our serving heart culture! From member experience professionals and clinicians, to data scientists and operations leaders, we have built a talented and passionate team that is deeply committed to our mission of transforming health care for the seniors we serve. Ready to join us?
At Alignment Alignment, delivering exceptional care to seniors starts with ensuring an exceptional experience for our over 1,300 employees. At the center of our employee experience is a culture where employees at all levels and across all teams are encouraged to share their unique ideas and perspectives. After all, when you can bring your authentic self to work, whether that’s in a clinical setting, our corporate office or a home office, creativity and innovation flourish! Another important part of the Alignment culture is a belief in continuous learning and growth. As a result, in this fast-growing company, you will find ample support to grow your skills and your career – with us.
EEO Employer Verbiage
Please note: All clinical positions are contingent upon successful engagement with Alignment Health’s COVID-1+ Vaccination program (fully vaccinated with documented proof or approved exception/deferral).
Alignment Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity, or ****** orientation.
• DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at https://reportfraud.ftc.gov/#/. If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email [email protected].
💡 Quick Summary
Seeking a career-building opportunity? The Partner Experience Representative position is now open for candidates interested in the Health Jobs sector. This role in Orange offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Health Jobs is a plus.
