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Sales Trainer/Auditor

Metropolitan Jewish Health System
United States, New York, New York
Nov 21, 2024

The challenges of affordable healthcare continue to create new opportunities. Elderplan and HomeFirst, our Medicare and Medicaid managed care health plans, are outstanding examples of how we are expanding services in response to our patients' and members' needs. These high-quality healthcare plans are designed to help keep people independent and living life on their own terms. Even in a non-clinical role, Elderplan employees have an opportunity to make a positive impact on the quality of our health plan members' lives.

Under the direction of the AVP of Sales Operations, the Sales Trainer/Auditor is responsible for ensuring quality in both the field and applications submitted to Elderplan. The Sales Trainer/Auditor will conduct regular visits to Benefit Advisors (BA) and appointed brokers in the field to ensure the highest standards as well as marketing support (questions, materials for enrollment and items used for marketing).

The Sales Trainer/Auditor must be able to initiate and perform audits and ongoing training of Benefit Advisors (and brokers as needed) to ensure proper implementation of the Elderplan sales process as defined by the AVP of Sales Operations and assure compliance with governmental regulations. The Sales Trainer/Auditor will assist with plan growth initiatives requiring competition market analysis, intra department and external vendor communication and creating reports for SVP of Health Plan Growth, AVP of Health Plan Sales & Marketing and AVP of Sales Operations. The Sales Trainer/Auditor will serve as a liaison between the MAP Sales team, all referral sources, and the enrollment department. Other responsibilities include but are not limited to tracking referrals and providing reports as needed internally and externally.

The Sales Trainer/Auditor must demonstrate extensive knowledge of the Elderplan sales process as well as compliance regulations and Medicare Advantage and Part D regulations to effectively perform monitoring and reporting duties that support the goals of the Sales Department. The Sales Trainer/Auditor must keep him/herself up to date on all regulatory changes and create appropriate Job Aides to assure compliance.

  • High School Diploma required, BA/BS degree preferred
  • 4 or more years of experience in the health care industry preferably in sales-related areas
  • Understanding of Medicare Advantage and Part D laws and regulations required
  • Experience in an auditing environment helpful
  • Proficient with MS Office (Word, Excel, PowerPoint, etc.)
  • User knowledge of health care related computer systems/applications
  • Life, Accident & Health License preferred
  • Valid Driver's License
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