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Job Information

Fallon Health Account Manager -Sales Representative - ( Health Insurance) - New Bedford - Portuguese speaking preferred. in New Bedford, Massachusetts


About Fallon Health:

Founded in 1977, Fallon Health is a leading health care services organization that supports the diverse and changing needs of those we serve. In addition to offering innovative health insurance solutions and a variety of Medicaid and Medicare products, we excel in creating unique health care programs and services that provide coordinated, integrated care for seniors and individuals with complex health needs. Fallon has consistently ranked among the nation’s top health plans, and is the only health plan in Massachusetts to have been awarded “Excellent” Accreditation by the National Committee for Quality Assurance for its HMO, Medicare Advantage and Medicaid products. For more information, visit.

The Opportunity:

We have a fantastic opportunity for a Senior Care Account Executive in the Elder Services/Managed Care space. We would love to hear from experienced Sales/Outreach/Business Liaison professionals from a Health Plan, Assisted Living or Home Care organizations. Fallon Health is on the forefront of Medicaid/Medicare Elder Services with our nationally recognized NaviCare Senior Care Options Program or SCO. These programs are evolving and growing and we’re looking for a strong Outreach/Account Executive to help NaviCare grow and expand! Senior Care services are central to Fallon Health’s strategic growth plans and this is an important and visible position in Massachusetts communities with unlimited growth potential.


This position requires that the Account Executive achieves personal referral/sales/outreach goals for NaviCare programs. Manages a territory and group of referral source accounts, providing regular follow up and overcoming barriers with each account to obtain referrals.


Primary Job Responsibilities:

  1. Relationship Building
  • Creates productive and collaborative relationships with internal and external referral sources in order to obtain qualified referrals and enrollments for the NaviCare program.

  • Participates in community outreach activities, such as senior fairs, community events, and elder services professional association events.

  • Presents the NaviCare programs to groups who are likely prospects, caregivers and community referral sources.

  • Develops and implements their own Territory Development Plan, and carries out activities to penetrate accounts listed on the plan.

  1. Secure Applications
  • Generates sufficient NaviCare enrollment applications to meet monthly enrollment goals.

  • Explains the NaviCare program clearly and consistently to prospects and their families to ensure that prospects enroll with a solid understanding of the program and will remain members. Meets with NaviCare prospects in their homes.

  1. Tracking & Reporting
  • Documents all sales activities in the department’s CRM application in a timely manner.

  • Meets weekly sales activity deliverables consistently, and tracks these in the CRM and their Outlook calendar.

  • Maintains records of NaviCare applications and documentation related to scope of appointments.

  1. Assessment
  • Regularly reviews effectiveness of efforts against goals. Provides market intelligence to the NaviCare/SE Manager and the Marketing director so that adjustments can be made to tactical plans.

  • Manages their own professional development by seeking advice, training, and coaching from their colleagues, manager, and the Director of Outreach.

  1. Regulatory Guidelines
  • Operates within the marketing and outreach guidelines and regulations provided by CMS and EOHHS.

  • Retains Scope of Appointment and other Enrollment Records.

  • Submits information on NaviCare prospect events to Outreach Support in a timely manner, for CMS submission.

  • When in doubt, asks questions pertaining to compliance or privacy regulations.


Education : BS or BA degree and/or comparable experience

License: Massachusetts Driver’s License


Must have 3 years of sales experience in healthcare or group insurance.

Must have proven experience working in a customer facing role focused on sales, lead generation in a high paced customer service or sales environment.

Knowledge of Medicare, Medicaid and insurance products is desirable.

Knowledge of customer service, sales, outreach and marketing principles and practices.

Possession of a valid Mass. driver’s license and a vehicle to be used for marketing activities and home visits.

Job ID 5547

# Positions 1

Category Sales