PacificSource Health Plans Medicare Sales Executive in Tacoma, Washington


Represent PacificSource in the marketplace and solicit clients for PacificSource’s Medicare Advantage products and services via the producer distribution systems, group presentations and responding to phone and in-person requests received in the office. Build positive producer relationships through education of company products and services.


  • Represent PacificSource Medicare Advantage sales solutions via alternate distribution channels and marketing efforts to producers.

  • Establish and maintain relationships with producers. Qualify new producers for potential appointment with PacificSource.

  • Effectively maintain management and share prospective data, including competitive intelligence reports.

  • Educate and train producers on Medicare Advantage products and processes. Provide producers with marketing tools and materials.

  • Maintain regular communications with producers to keep them current on information vital to appropriate representation and sale of Medicare Advantage products (i.e. trend, processes, and products).

  • Act as liaison for producers in communicating issues and opportunities to sales leadership.

  • Attend quarterly meetings and contribute to the Producer Advisory Council.

  • Coordinate with and assist the VP Medicare Programs, Sales Director and VP Government Operations to determine customer needs and process improvements

  • Promote the Company’s MA plans throughout the community via:

  • Group sales presentations

  • General Medicare information presentations

  • Member meetings (ANOC, NMO, other)

  • Presentations with affiliated organizations (SHIBA, Sr Care Network, etc.)

  • Act as an internal sales representative:

  • Respond to in-person and phone requests for information received in the office

  • Phone follow up on sales leads

  • Assist in development of sales and member materials and presentations including

  • Sales presentations

  • ANOC presentations

  • Producer training presentations

  • Assist Sales Support Specialist as needed with

  • Keywording applications for commission

  • Responding to requests for plan information

  • Train internal staff on Medicare and the Company’s Medicare products

Supporting Responsibilities:

  • Work closely with brokers, prospective and current members, and business partners (Medicare related). Interact with all departments and employees in the PacificSource offices in the course of business.

  • Meet department and company performance and attendance expectations.

  • Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information.

  • Operate in compliance with Medicare’s Marketing Guidelines

  • Perform other duties as assigned.


Work Experience: Minimum of three years of health insurance experience required. Minimum of two years of health insurance sales experience preferred.

Education, Certificates, Licenses:Current Department of Insurance Health and Life Licenses, or eligible to obtain one. Must hold a valid driver's license. A BA/BS degree preferred.

Knowledge: Ability to gain a thorough understanding of PacificSource products, internal procedures, and the competitive environment. A working knowledge of underwriting and risk factors. Responsible to support the mission of PacificSource, meeting departmental goals and performance standards. Timely and accurate response to client needs and requests. Responsible to represent the entire staff in the marketplace through expertise, reliability and professionalism. Prefer well developed relationships within the insurance community.


Our Values

  • Assignment Management

  • Becoming a Business Advisor

  • Building Trusting Relationships

  • Devising Sales Approaches and Solutions

  • Marshaling Resources

  • Sales Disposition

  • Sustaining Customer Satisfaction

  • We are committed to doing the right thing.

  • We are one team working toward a common goal.

  • We are each responsible our customers’ experience.

  • We practice open communication at all levels of the company to foster individual, team and company growth.

  • We actively participate in efforts to improve our many communities-internal and external.

  • We encourage creativity, innovation, continuous improvement, continuous improvement and the pursuit of excellence.

Environment:Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately 50% of the time.

Physical Requirements:Stoop and bend.Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively.

Disclaimer:This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.

PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity or age.

Job ID2018-180

TypeRegular Full-Time

Hiring Pay RangeDOE

of Openings1