Intake & Enrollment Specialist (TeleSales)

Description
Job Overview:

Hamaspik Choice seeks a knowledgeable, motivated, and compliance-focused TeleSales Licensed Sales Agent to manage inbound calls and qualified leads for Medicare Advantage and Medicaid managed care products. The Sales Agent will educate eligible consumers, assess their needs, and facilitate compliant enrollment into Dual Eligible Special Needs Plans (D-SNPs) and Medicaid Advantage Plans (MAP).

This role is ideal for a licensed New York health insurance professional with strong TeleSales experience, knowledge of Medicare and Medicaid eligibility, and the ability to provide compassionate, accurate guidance to individuals and families while supporting a mission-driven organization.

Key Responsibilities:

· Answer inbound calls, warm transfers, and qualified leads from prospective members across New York.

· Conduct needs-based consultations to assess each individual’s Medicare coverage, Medicaid eligibility, healthcare needs, prescriptions, preferred providers, language requirements, and plan preferences.

· Educate prospective members about D-SNP and MAP (Medicaid Advantage Plan) benefits, eligibility, provider networks, formularies, cost-sharing, and enrollment processes.

· Complete compliant telephonic enrollments, applications, and required disclosures in line with CMS, New York State, and Hamaspik Choice policies.

· Maintain accurate documentation in the company CRM, enrollment systems, and approved communication tools.

· Follow up promptly and professionally with prospects, on incomplete applications, and referral opportunities.

· Meet or exceed established goals for sales, enrollment, conversion, productivity, quality, compliance, and customer service.

· Participate in all required AHIP, CMS, product, compliance, and company training programs.

· Safeguard member and prospect information in accordance with HIPAA and all applicable privacy and data security requirements.

· Escalate complaints, grievances, coverage concerns, eligibility questions, and complex member situations to the appropriate team or supervisor.

· Maintain a professional, empathetic, and culturally sensitive approach when serving New York’s diverse Medicare and Medicaid populations.

Required Qualifications:

· Active New York State Life, Accident, and Health insurance license in good standing.

· Current AHIP Medicare certification required.

· Previous experience selling Medicare Advantage, D-SNP, Medicaid managed care, or Medicaid Advantage Plus.

· At least 3–5 years of TeleSales, call center, insurance sales, enrollment, or consumer-facing healthcare experience preferred.

· Demonstrated ability to manage high call volumes, handle inbound sales leads, conduct follow-up outreach, and close enrollments in compliance with regulations.

· Excellent verbal communication, active listening, needs analysis, objection handling, and customer service skills.

· Strong attention to detail and the ability to accurately document calls, eligibility information, and enrollment activities.

· Proficiency with CRM systems, enrollment portals, Microsoft Office, web-based applications, and multitasking across multiple screens.

· High school diploma or equivalent required; college degree is a plus.

· Bilingual candidates are strongly encouraged to apply, especially those fluent in English and Spanish, Russian, Yiddish, Chinese, Arabic, Bengali, Haitian Creole, or other languages spoken in New York communities.

Preferred Qualifications:

· Experience with Medicaid Advantage Plus, D-SNP, MLTC, FIDA/dual-eligible populations, or community-based healthcare enrollment.

· Existing relationships or familiarity with New York providers, hospitals, community organizations, or organizations serving seniors.

· Experience using Medicare enrollment and quoting platforms.

· Strong record of meeting sales goals while maintaining high quality and compliance scores.