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Fallon Health Medicare Sales Operations Coordinator in Worcester, 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 accredited by the National Committee for Quality Assurance for its HMO, Medicare Advantage and Medicaid products. For more information, visit fallonhealth.org.

Brief Summary of Purpose :

The primary responsibility of the Medicare Operations Coordinator is to maximize productivity of Medicare Sales by providing sales and marketing support that assists in the growth and retention of FH Medicare membership. Additional responsibilities include the implementation/coordination of retention activities for our Medicare products. Provide company and product information, resolve non-complex service issues and close sales as needed.


  • Work closely with Sales Executives to create an event schedule for all Medicare Sales activity.

  • Maintain event calender and insure accuracy and documentation into the Customer Service database.

  • Maintain the CMS event log. Assist the Consumer Sales Executives at our Medicare Sales events.

  • Produce various reports for Management

  • Field inbound calls from for any FH Medicare products.

  • Track all membership information on our Sales board.

  • Appropriately document all sales/service activity in appropriate data base (Customer Service Database, Avenue, QXNT).

  • Maintain working knowledge of competitor benefit information, health care industry trends, and health care reform activities.

  • Adhere to regulatory guidlines re: Medicare, HIPPA, and FCHP patient confidentiality.

  • Generates written correspondenceand sales packets for prospects as requested. Maintains a personal touch in allcorrespondence and communication with prospects.    

  • Ability to support outside sales representatives at offsite events. Duties include presentations, staffing health fairs and one on one visits.    

  • Work very closely with team members to solve customer problem. Offers solutions and suggestions for process and product improvement to management. Determine, understand and meet prospect needs.

  • Assist in training activities as needed.

  • Comply with Corporate, CMS and department policies and procedures.

  • Support the Sales Executives with any administrative requests that helps support our Membership goals.

  • Responsible for the preparation/compilation of reports related to the departments key objectives

  • Handle all BRC documentation

  • Creat internal procedure documents for all operational tasks

  • Handle all inventory of marketing material

  • Become an expert on internal sales systems such as SharePoint CRM & CSDB

  • Create ROI reports on all marketing campaigns for Navicare



Bachelor’s degree or equivalent combination of education and experience.


MA Health insurance license or ability to obtain license within 6 months of obtaining position

Annually, required to pass a product certification exam

Annually, required to take the AHIP certification


  • 3 years’ experience in sales or service environment

  • Strong knowledge of Microsoft Office products

  • Knowledge of FH product, plan features and options for all consumer products including Sr. Plan, Commercial coverage, Commonweatlh Care and Mass Health.

  • Demonstrate strong customer service skills and willingness to “own” a prospect from start to finish

Job ID 5702

# Positions 1

Category Sales