Company Overview:
Summa Health stands as one of Ohio’s premier integrated healthcare delivery systems. With a comprehensive network that includes hospitals, community health centers, a health insurance plan, a physician-hospital organization, a multi-specialty medical group, research initiatives, and several supporting foundations, Summa is nationally recognized for its excellence in patient care and innovative healthcare solutions.
Minimum Qualifications
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Education: Associate’s degree required; however, two years of equivalent experience in a similar role may be substituted.
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Experience: At least one year of relevant experience, including phone-based sales, lead follow-up, calendar management, and field underwriting.
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Licensure: Must obtain a valid Health & Accident License within 90 days of hire.
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Captive Agent Requirement: This is a captive sales role—agents represent only SummaCare and may not sell or be affiliated with any other carrier or product line.
Primary Responsibilities
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Sell and enroll eligible individuals into SummaCare’s Individual Solutions, Medicare Individual/Group, and Open Enrollment health plans by matching customers’ needs with appropriate plan offerings.
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Consistently achieve established annual sales and enrollment goals.
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Manage and follow up on sales leads efficiently and professionally, including mail campaigns, phone outreach, and in-person cold calls where permitted.
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Conduct educational presentations for small and large community groups to raise awareness and promote product offerings.
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Maintain up-to-date, in-depth knowledge of all current SummaCare health plan options and benefits.
Key Skills and Competencies
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Strong understanding of the target population served by Individual Solutions and Medicare products.
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Ability to articulate and cross-reference additional SummaCare offerings as needed.
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Demonstrated empathy and professionalism when working with individuals managing complex or sensitive health conditions.
Physical Demands and Work Environment
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Ability to sit or stand for extended periods.
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Ability to bend, stretch, or stoop as required.
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Capable of lifting and carrying up to 40 pounds.