Senior Care Services Account Executive
2 months ago
Fallon Health is a company that prioritizes its members' needs, delivering equitable and high-quality coordinated care. Founded in 1977 in Massachusetts, we strive to be the leading provider of government-sponsored health insurance programs, including Medicare, Medicaid, and PACE.
Job SummaryThis position requires an 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- Relationship Building
- Establish productive 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 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, carrying out activities to penetrate accounts listed on the plan.
- Collaborate 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- Show accountability and follow up with prospects until the lead is closed/withdrawn.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.
- 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.
- Document all sales activities in the department's CRM application in a timely manner.
- Meet weekly sales activity deliverables consistently and track them in the CRM and Outlook calendar.
- Regularly review the effectiveness of efforts against goals and provide market intelligence to the SE Manager and the Outreach/Enrollment Director.
- Manage professional development by seeking advice, training, and coaching from colleagues, manager, and the Director of Outreach.
- Operate within marketing and outreach guidelines and regulations provided by CMS and EOHHS.
- Ask questions pertaining to compliance or privacy regulations when in doubt.
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