Partner Experience Rep

Location: Orange, California US

Notice

This position is no longer open.

Job Number: 3062

Workplace Type:

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.

Essential Duties and Responsibilities:

(May include but are not limited to)

 

  1. Answers incoming broker support queue phone calls from contracted Agents during our Hours of Operation Monday through Friday. A schedule can vary from 8:00 am to 6:00 pm. These hours shall be defined as “Normal Business Hours”.  Some weekends are required.
  2. 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, training and tests, verification of Part A and B, verification of Medi-Cal, network lookup, and provider issues.
  3. 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.
  4. Identify the 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 related to members.
  5. Log calls into Salesforce.com with Date of call, Caller name, nature of the issue, and resolution status.
  6. Monthly verification of Agent licensure on the DOI website to ensure that each broker is active. Notates this in the broker file.
  7. Makes outbound calls to Brokers as necessary for reservations, confirmations, and communication regarding events as well as any other information.
  8. Coordinates the venue for FMO meetings, training, and events. Maintains the attendance RSVP list of all active brokers who attend training meetings.
  9. Creates and maintains all Sub-Agent files and Correct Certification and Re-Certification exams. Ride Along with evaluations, exams and current Life licensure must be filed for each broker that participates in Salesforce.com
  10. During Annual Election Period (AEP) and downtime, the aforementioned broker-based responsibilities will be primary with data entry as secondary.

 

Supervisory Responsibilities:

This position has no direct employee supervisory responsibilities.

 

Minimum Requirements:

 

  • Education and/or Experience:  High school diploma or general education degree (GED); and at least one year of related experience and/or training.
  • Certificates, Licenses, Registrations:  California Driver’s License and insurance
  • Other Qualifications: 
      • One year of customer service/telemarketing experience.
      • Sales or related experience, preferably in the Medi-Cal, Commercial, or Medicare Managed Care industry.
      • 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).


Essential Physical Functions:

While performing the duties of this job, the employee is regularly required to talk and listen. The employee regularly is required to sit for a long period of time during the Annual Enrollment Period.

City: Orange

State: California

Location City: Orange

Location State: California

Community / Marketing Title: Partner Experience Rep

Company Profile:

By leveraging our world-class technology platform, innovative care delivery models, deep physician partnerships and our serving heart culture, Alignment Health is revolutionizing health care for seniors! 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, 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-19 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 sexual 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].