Senior Care Services Account Executive

1 week ago

Dartmouth MA USA, United States Fallon Health Full time
About Fallon Health

Fallon Health is a company that prioritizes its members' needs, ensuring they receive the care they deserve. Founded in 1977 in Massachusetts, we deliver high-quality, coordinated care and are consistently rated among the nation's top health plans for member experience, service, and clinical quality.

We believe our diverse perspectives and experiences enable us to better serve our members. We value individual differences, life experiences, knowledge, self-expression, and unique capabilities. Our mission is to improve health and inspire hope.

Job Summary

This position requires the Outreach Account Executive to achieve personal referral/sales/outreach goals for the Summit Elder Care program. The successful candidate will manage a territory and group of referral source accounts, providing regular follow-up and overcoming barriers to obtain referrals.

Key Responsibilities
  1. Relationship Building
  • Create productive and collaborative relationships with internal and external referral sources to obtain qualified referrals and enrollments for the Summit ElderCare program.
  • Participate in community outreach activities, such as senior fairs, community events, and elder services professional association events.
  • Present the Summit ElderCare program to groups who are likely prospects, caregivers, and community referral sources.
  • Develop and implement a Territory Development Plan, and carry out activities to penetrate accounts listed on the plan.
Lead Generation
  • Work collaboratively with the SE enrollment team to discuss progress of referrals and ideas for resolving issues.
  • Provide in-service orientations to new and existing Summit ElderCare program vendors.
  • Tour professionals and prospects at the Summit ElderCare PACE sites.
  • Show accountability and follow up with prospects until the lead is closed/withdrawn.
  • Achieve monthly referral and home visit request goals for the Summit ElderCare program.
Secure Applications
  • Generate sufficient Summit ElderCare enrollment referrals to meet monthly enrollment goals.
  • Explain the SE program clearly and consistently to prospects and their families to ensure they enroll with a solid understanding of the program and will remain members.
Tracking & Reporting
  • Document all sales activities in the department's CRM application in a timely manner.
  • Meet weekly sales activity deliverables consistently, and track these in the CRM and their Outlook calendar.
Assessment
  • Regularly review the effectiveness of efforts against goals.
  • Provide market intelligence to the SE Manager and the Outreach/Enrollment Director so that adjustments can be made to tactical plans.
Regulatory Guidelines
  • Operate within the marketing and outreach guidelines and regulations provided by CMS and EOHHS.
  • When in doubt, ask questions pertaining to compliance or privacy regulations.
Qualifications

Education: BS or BA degree and/or comparable experience.

License: Access to reliable transportation in order to meet the requirements of this position.

Experience:

  • 3 years of sales experience in healthcare or group insurance strongly preferred.
  • Must have proven experience working in a customer-facing role focused on sales, lead generation in a high-paced customer service or sales environment.
  • Knowledge of Medicare, Medicaid, and insurance products is desirable.
  • Knowledge of customer service, sales, outreach, and marketing principles and practices.
  • Possession of a valid Mass. driver's license and reliable transportation to be used for marketing activities and home visits.

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