ACA Production Lead - Peak Health

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MINIMUM QUALIFICATIONS:

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. Associate’s degree in business or healthcare related field AND Two (2) years of sales or healthcare related experience with ACA. 

2. Active State and Life Health Insurance License in WV.

PREFERRED QUALIFICATIONS:

EXPERIENCE:

1. Five (5) years of ACA Sales Experience, preferably working with an early-stage ACA plan.

2. Two (2) years Proven ability to develop strong relationships with industry stakeholders to include but not limited to brokers, agents, community partners, clinic management and FMO partner(s).

3. Demonstrated experience developing and implementing sales strategies, business plans, and agent engagement initiatives.

CORE DUTIES AND RESPONSIBILITIES: The statements described here are intended to describe the general nature of work being performed by people assigned to this position. They are not intended to be constructed as an all-inclusive list of all responsibilities and duties. Other duties may be assigned.

1. Achieve established sales targets throughout the year, with an emphasis on Open Enrollment Period (OEP) goals.

2. Increase and maintain Ready-to-Sell (RTS) agent participation throughout the year in alignment with established goals.

3. Maintain and grow relationships with selling agents year after year, with a focus on production and retention.

4.  Implement sales training programs through in-person and virtual delivery methods.

5. Partner closely with Program Manager on designated supplemental vendor programs and related tasks.

6. Manage Daily Lead Assignments and ensure timely follow-up, outreach, and closing activity.

7. Develop and maintain positive-growing relationships with Agents and Agency Leaders.

8. Develop and facilitate “Train the Trainer” programs to support consistent agent education and development.

9. Establish and execute business planning strategies with agents around key enrollment periods.

10. Partner closely with internal teams and stakeholders on designated events, programs, and initiatives.

11. Maintain accountability of Clinic Attendance and agent compliance with established requirements.

12.  Develop and implement strategies focused on agent force retention and Agents’ Book of Business (BOB) growth and retention.

13. Work closely with Operations Lead on certain tasks, initiatives, and projects.

14. Support the Manager and Director with assigned sales and retention initiatives; both internally and externally.

15. Support and encourage Self-Generated sales activity with agents, with focus on customer acquisition and retention.

16. Perform additional duties and support business needs as assigned.

PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

1. Ability to sit, stand, walk, and use standard office equipment for extended periods.

WORKING ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

1. Standard office environment.

2. Travel throughout West Virginia is required for meetings, trainings, community outreach, and agency support.

SKILLS & ABILITIES:

1. Strategic thinking and attention to detail around sales and retention.

2. Working knowledge of ACA Marketplace regulations and compliance requirements.

3. Demonstrated ability to build and maintain relationships.

4. Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).

5. Ability to work in a fast-paced environment.

6. Understanding of the ACA sales process.

7. Experience working with Customer Relationship Management (CRM) system.

8. Strong attention to detail, organization, and thoroughness, with a demonstrated commitment to continuous process improvement.

9. Ability to learn quickly, adapt to new content, and demonstrate knowledge of the ACA and Medicare industries.

Additional Job Description:

HIGH TRAVEL POSITION (roughly 70% travel)

• able to work remotely when not traveling
• will travel anywhere in Peak Health/WVU Med footprint

Scheduled Weekly Hours:

Shift:

Exempt/Non-Exempt:

Company:

Cost Center: