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Medicare Community Outreach Specialist

HealthPartners
Jul 22, 2025

HealthPartners is hiring for a Medicare Community Outreach Specialist.

POSITION SUMMARY STATEMENT:

The Medicare Community Outreach Specialist's primary responsibility is to grow HealthPartners Medicare membership through direct-to-consumer sales of Medicare plans via group community presentations and events.

MINIMUM QUALIFICATIONS:



  • Education, Experience or Equivalent Combination:

    • Bachelor's degree with emphasis on business, marketing, communications, health care or 1-2 years of equivalent Medicare plan sales experience.

  • Strong public speaking skills and experience. Ability to represent HealthPartners both effectively and favorably to internal and external audiences.
  • Consultative sales experience.
  • Experience working with CRM systems.


  • Licensure/ Registration/ Certification:

    • Valid Minnesota Life and Health insurance license

  • Current, valid, unrestricted Minnesota driver's License free of major traffic violations or a pattern of repeated violations for the last 3 years and daily access to a reliable, insured vehicle.


  • Knowledge, Skills, and Abilities:
  • Knowledge of Original Medicare, Medicare Advantage and Supplement plans.
  • Excellent organizational, time management and problem-solving skills.
  • Ability to provide competitive feedback information to department leadership.
  • Intermediate skill level for Microsoft Excel and Word.
  • Must be able to travel and work independently. Maintain up-to-date knowledge of Medicare regulatory requirements and general industry knowledge.
  • Take an active role in participating in department and company initiatives, including attending meetings and involvement in special projects and training.
  • Manage multiple projects at the same time, spending necessary weighted time on each, prioritize and meet deadlines.
  • Work as a team member supporting fellow sales representatives to cooperatively meet or exceed team goals and objectives.



PREFERRED QUALIFICATIONS:



  • Education, Experience or Equivalent Combination:

    • Two or more years of public speaking experience.
    • Two or more years of Medicare Plan sales experience.

  • Licensure/ Registration/ Certification:
  • Knowledge, Skills, and Abilities:

    • Experience using Microsoft Teams.

  • Experience working with Microsoft Dynamics CRM.
  • Previous Medicare certification such as AHIP Medicare Training



ESSENTIAL DUTIES:



  1. (60%) - Deliver community-based Medicare engagement and relationship development

    1. Schedule and deliver face to face and virtual Medicare approved community presentations to appropriate audiences and represent HealthPartners Medicare at various community events in a public relations role.
    2. In collaboration with sales leadership, develop and execute Medicare outreach strategies.
    3. Build and foster ongoing relationships with service providers and advocates for the Medicare population. These include, but are not limited to - counties, hospitals, clinics, nursing homes, Area Agencies on Aging and other community organizations and influencers.





  1. (30%) - Drive Medicare sales through lead conversion and funnel management

    1. Develop leads and subsequently sales from meeting attendees.
    2. Meet and exceed specified sales goals for Medicare health plan new member sales.
    3. Document all sales activity appropriately in MS Dynamics CRM system.

  2. Effectively manage personal sales funnel from initial contact through the various stages of plan enrollment.




  1. (10%) - Support internal sales operations during peak periods

    1. Provide secondary inbound phone support to internal agents during busy periods.




*Job description rankings/percentages are intended to reflect normal averages over an extended period of time and are subject to daily variances. Quality and efficiency standards should at no time be compromised to meet the average expectations expressed above. Job descriptions are subject to change to accommodate organization or department needs.

ORGANIZATIONAL EXPECTATIONS:

Values

All colleagues are expected to live our values:

Excellence: We strive for the best results and always look for ways to improve.

Compassion: We care and show empathy and respect for each person.

Partnership: We are strongest when we work together and with those we serve.

Integrity: We are open and honest, and we keep our commitments.

Additional Expectations:



  • Maintains regular and timely attendance.
  • Protects confidentiality.
  • Demonstrates participation in and support of the organization's Corporate Integrity Program by participating in compliance-related education and training and complying with the organization's policies and procedures.
  • Timely completion of all mandatory education and organizational requirements (i.e., licensure/certification, Employee Health and Wellness requirements, annual training, etc.)



POPULATION SPECIFIC COMPETENCIES:





Yes No
Does this employee have direct patient contact? x


LEADERSHIP RESPONSIBILITY: None

Critical Job Demands

Section 1: Place an "X' next to ONE of the terms that best describes the frequency for each of the Critical Demands.















Critical Demands

N/A

0%


Rare

1-5% (Up to a hour)


Occa

6-33% (1/2 hour to 3 hours)


Freq

34-66% (3 to 5 hours)


Cont

67-100% (5 to 8 hours)

Standing - Remaining on one's feet in an upright position at a work station without moving about. X
Walking - Moving about on foot. X
Sitting - Remaining in a seated position. X
Squatting - Assuming or maintaining a crouching position with the knees bent. X
Reaching - Stretching out or extending to touch or grasp. X
Lifting - Raising or lowering an object from one level to another (includes upward pulling). X
Carrying - Transporting an object, usually holding it in the hands or arms, or on the shoulder. X
Pushing/Pulling - Exerting force upon an object so that the object moves away/towards from the force. X
Handling/Fingering - (includes typing, computer work, gripping, grasping, and pinching) X


Section 2: Place an "X" next to ONE of the terms that best describes the Strength Rating for this job classification which is expressed by one of five terms: Sedentary, Light, Medium, Heavy, and Very Heavy.







X

Sedentary Work - Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Light Work - Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly (Constantly: activity or condition exists 2/3 or more of the time) to move objects. Physical demand requirements are in excess of those for Sedentary Work. Even though the weight lifted may be only a negligible amount, a job should be rated Light Work: (1) when it requires walking or standing to a significant degree; or (2) when it requires sitting most of the time but entails pushing and/or pulling of arm or leg controls; and/or (3) when the job requires working at a production rate pace entailing the constant pushing and/or pulling of materials even though the weight of those materials is negligible. NOTE: The constant stress and strain of maintaining a production rate pace, especially in an industrial setting, can be and is physically demanding of a worker even though the amount of force exerted is negligible.
Medium Work - Exerting 20 to 50 pounds of force occasionally, and/or 10 to 25 pounds of force frequently, and/or greater than negligible up to 10 pounds of force constantly to move objects. Physical Demand requirements are in excess of those for Light Work.
Heavy Work - Exerting 50 to 100 pounds of force occasionally, and/or 25 to 50 pounds of force frequently, and/or 10 to 20 pounds of force constantly to move objects. Physical Demand requirements are in excess of those for Medium Work.
Very Heavy Work - Exerting in excess of 100 pounds of force occasionally, and/or in excess of 50 pounds of force frequently, and/or in excess of 20 pounds of force constantly to move objects. Physical Demand requirements are in excess of those for Heavy Work.

Note: During any patient handling task, if any caregiver is required to lift more than 35 lbs. of a patient's weight, assistive transfer devices should be used for the transfer.

Applied = 0

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