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Health Insurance Sales Manager
Health Insurance Sales Manager-August 2024
Miamisburg
Aug 9, 2025
About Health Insurance Sales Manager

  POSITION SUMMARY

  The Individual Health Insurance Plan (IHIP) Manager is at the center of ensuring the successful delivery of service to our clients and oversees a team of IHIP Advisors who manages daily health insurance operations including sales, service and redetermination.  The Individual Health Insurance Manager is licensed to sell health insurance plans and determines how RetireMed's administrative processes need to operate to best support our IHIP clients. The IHIP Manager will partner with our internal operations teams to provide the best service experience for existing and new clients. 

   

  PRIMARY JOB RESPONSIBILITIES

  Follow Centers for Medicare and Medicaid Services and RetireMed compliance rules, policies, procedures and programs.Creates and fosters a work environment that is consistent with the mission, vision and values of RetireMed.Complies with RetireMed infection control and safety policies.Act as an experienced IHIP Manager and guide the IHIP Team towards client sales, service and redetermination goals.Meet and exceed established quarterly and annual Ohio growth objectives.Develop partnerships with employers, community organizations and other strategic partners.Monitor and review client and lead inquiries to understand their needs, cultivate relationships, and determine when they will be a candidate for IHIP and the potential eligibility for Medicare.Engage and educate IHIP Advisors, clients and leads about IHIP options.Oversee the scheduling of face-to-face and telephone appointments with IHIP AdvisorsProactively manage and organize sales pipeline by following up within a set timeframe on all assigned leads including voicemails and emails.Responsible for submitting a weekly sales, referral and pipeline productivity summary to the Executive Leadership Team.Ensure that existing clients are retained by providing superior service for customer satisfaction.Accomplish mutual corporate responsibilities and goals by partnering with support departments.Conducts annual employee benefits meetings and benefit fairs, soliciting and communicating the coverage available or enrolled in.Prospects current group for benefit upgrades and additional lines of coverage, driving growth to current Book of Business and maintaining retention goals. Proactively develop and executive a client attrition planKNOWLEDGE, SKILLS AND ABILITIES

  Highly skilled record keeper, fully complete and/or update all critical CRM data entry (doctors, prescriptions, target and projected IHIP effective dates) accurately and in a detailed, timely manner to ensure proper pipeline organization, document all conversations and activities in CRM.

  Extensive knowledge of IHIP products.   Receives calls daily from groups having specific problems or needing immediate assistance as point of escalation.

  Leadership skills and team building initiatives to lead and grow a team of IHIP Advisors.

  Ability to lead IHIP Advisors to attain sales goals and objectives.

  Work closely with Sales Executive to coordinate a smooth transition from initial sale to proper ongoing service for new clients to realize the full life cycle of client enrollment.

  Ensure all documentation and enrollment forms are complete and submitted in a timely manner.

  Certification and Licensure Accountability, stay current on all training, licensing, certifications, appointments, carrier and product knowledge.

  Serve as a RetireMed ambassador internally and externally.

  Ability to lead internal/external training to explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.

  Provides coaching, development and per

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