Medicare Telesales Representative Job at Claire Myers Consulting, Santa Barbara, CA

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  • Claire Myers Consulting
  • Santa Barbara, CA

Job Description

Medicare Telesales Representative

Location: Santa Barbara, CA (In-Office)

Schedule: Full-time

Compensation: $63,195 – $91,632 annually ($30.38 – $44.05 per hour), depending on experience and qualifications

Reports To: Director of Communications & Marketing

About the Role

Our client is seeking a Medicare Telesales Representative to support enrollment efforts for a Dual Eligible Special Needs Plan (D-SNP). This role is focused on engaging existing members through inbound and outbound calls—no cold lead generation required. The ideal candidate is licensed (or willing to become licensed), bilingual in English/Spanish, and excited to work in a mission-driven, community-based health organization.

Key Responsibilities

  • Conduct inbound and outbound telesales calls to current CenCal Health Medi-Cal members
  • Educate members about the D-SNP product, verify eligibility, and complete enrollments
  • Adhere to approved sales scripts and CMS/DHCS regulatory guidelines
  • Schedule in-home appointments or community events as needed
  • Document all activity in the CRM system (EvolveNXT) to ensure compliance
  • Help members make informed decisions by researching doctors and prescriptions
  • Follow up on partial enrollments and after-hours inquiries
  • Maintain sales performance standards and compliance certification (including AHIP)
  • Participate in departmental meetings and contribute to a high-integrity team culture

Qualifications

Required

  • High school diploma or equivalent
  • Active CA Life, Accident, and Health license—or ability to obtain within 60 days (training/licensing costs covered)
  • Reliable transportation, valid driver’s license, and auto insurance
  • Experience with Medicare, Medi-Cal, or community-based outreach
  • Excellent interpersonal, verbal communication, and customer service skills
  • Strong technical ability, especially with Microsoft Office Suite
  • Bilingual in English and Spanish
  • Ability to work respectfully and ethically with a vulnerable population

Preferred

  • Bachelor’s degree in a related field
  • 1+ year of Medicare D-SNP or MAPD telesales or field sales experience
  • Familiarity with EvolveNXT CRM (training provided if not)

Ideal Candidate Competencies

  • Strong initiative and motivation to meet enrollment targets
  • Detail-oriented, organized, and thorough in CRM documentation
  • Adaptable to shifting priorities and workflows
  • Committed to continuous learning and professional growth
  • Compassionate and mission-aligned

Job Tags

Hourly pay, Full time, Shift work,

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