JOB SUMMARY

The Sales Training Specialist is responsible for developing and implementing an agent oversight program for internal and external agents through training, auditing, and monitoring. The Sales Training Specialist monitors and studies industry specific regulations that apply to the sales and marketing of individual health care products and incorporates them within policies and procedures for training and monitoring purposes. The Sales Training Specialist trains staff on all new products.

ESSENTIAL FUNCTIONS OF THE ROLE

• Will work primarily remote, but candidate needs to be local to Temple, TX for some onsite duties.
• Researches, updates, maintains, and distributes policies and procedures to sales staff for marketing, based on Texas Department of Insurance (TDI) and the Center for Medicare and Medicaid Services (CMS) regulations; maintains training log for auditing purposes.
• Collects necessary information used to develop policies, procedures and training plans for Medicare and Marketplace products.
• Reviews and updates marketing materials including sales scripts and presentations to ensure conformance with regulatory guidance.
• Develops testing and training for sales and marketing staff as required by CMS.
• Works with compliance to perform audits on all sales and marketing areas to ensure they follow CMS guidelines; maintains audit logs.
• Hosts agent oversight committee meetings sharing monitoring results and opportunities with key stakeholders.
• Performs oversight activities on agents and FMOs to ensure compliance with CMS regulations, to include risk assessment, call monitoring, sales event monitoring, and website reviews.
• Creates and maintains a record of sales training opportunities and action plans.
• Works with other departments on member issues, as needed.

KEY SUCCESS FACTORS

• Sales and regulatory experience in Medicare Advantage, Marketplace, and Commercial insurance.
• Good written and verbal communications skills.

BENEFITS - Our competitive benefits package includes the following

• Immediate eligibility for health and welfare benefits
• 401(k) savings plan with dollar-for-dollar match up to 5%
• Tuition Reimbursement
• PTO accrual beginning Day 1

Note: Benefits may vary based upon position type and/or level

QUALIFICATIONS

• EDUCATION - Bachelor's Degree or Associate's Degree plus 5 years of experience or HS Diploma/GED plus 7 years of experience
• EXPERIENCE - 3 years of experience
• CERTIFICATION/LICENSE/REGISTRATION - Hmo/Group 1 Texas License (HMO): HMO/Group 1 Texas License required within 6 months of hire.