Partner Experience Representative

Location: Orange, California US


Job Number: 4902

Position Title: Partner Experience Representative

External Description:

Position Summary:

The main objective of the PER is to assist in the servicing of the Partner Experience Department by answering questions via phone or e-mail with a friendly demeanor, researching and resolving Agent issues as it relates to member services, benefits, commission payments, application status, and communications in general. The PER will be responsible for tracking webinar attendees, and grade exams while updating with updated status. The PER will also assist Agent contracting with reconciliation of Agents status of Ready to sell based on submitted forms.

General Duties/Responsibilities:

(May include but are not limited to)

Answers incoming broker support queue phone calls from contracted Agents during our Hours of operation Monday through Friday. Schedule can vary from 8:00am to 6:00pm. These hours shall be defined as “Normal Business Hours”. Some weekends required.
The Partner Experience Representative is responsible for ensuring that the Partner Experience Queue meets all defined service levels and that appropriate coverage is made during break or meal periods. This position ensures that all calls are coded or “wrapped up” correctly and that proper reports are generated to ensure service levels. Codes include the following: RX issues, general benefits, application issues, payment commission issues, packet orders, trainings and tests, verification of Part A and B, verification of Medi-Cal, network lookup and provider issues.
Prompt e-mail of phone follow-up as needed with established brokers to ensure satisfaction, respond to queries, solicit further sales (referrals), and solve or refer problems to appropriate internal AHP departments or external partners like Florida Blue and Humana in North Carolina.
Identify nature of broker call and refer to the appropriate department for resolution if out of basic scope of knowledge as listed above. Works to resolve situations with Member Services Department and Eligibility to triage broker issues as they relate to member.
Log calls into with Date of call, Caller name, nature of the issue, and resolution status.
Monthly verification of Agent licensure on the DOI website to ensure that each broker that is active. Notates this in the broker file.
Makes outbound calls to Brokers as necessary for reservations, confirmations and communication regarding events as well as any other information.
Coordinates the venue for FMO meeting, training and events. Maintains the attendance RSVP list of all active brokers who attend training meetings.
Creates and maintains all Sub-Agent files and Correct Certification and Re-Certification exams. Ride Along evaluations, exams and current Life licensure must be filed for each broker that participates in
During Annual Election Period (AEP), as well as during downtime, the aforementioned broker-based responsibilities will be primary with data entry as secondary.

Minimum Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Experience:
One year of customer service/telemarketing experience.
Sales or related experience, preferably in the Medi-Cal, Commercial, or Medicare Managed Care industry.

High school diploma or general education degree (GED); and at least one year of related experience and/or training.

Knowledge of Medi-Cal, Commercial, and Medicare Managed Care Plans.
Bilingual (English/Spanish) preferred.
Excellent communicator and presentation skills.
Solid computer skills (Word, Excel, PowerPoint, Salesforce, CRM).

Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Physical Functions:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

City: Orange

State: California

Location City: Orange

Location State: California

Community / Marketing Title: Partner Experience Representative

Company Profile:

Alignment Health was founded with a mission to revolutionize health care with a serving heart culture. Through its unique integrated care delivery models, deep physician partnerships and use of proprietary technologies, Alignment is committed to transforming health care one person at a time.

By becoming a part of the Alignment Health team, you will provide members with the quality of care they truly need and deserve. We believe that great work comes from people who are inspired to be their best. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment community.

EEO Employer Verbiage:

Alignment requires all new hires to follow local and/or state requirements regarding the COVID-19 vaccine and booster.  If applicable, proof of vaccination and booster will be required as a condition of employment subject to legal exemptions.  This policy, which Alignment reserves the right to modify, is part of Alignment’s ongoing efforts to ensure the safety and well-being of its staff and community and to support public health efforts.

Alignment Healthcare, LLC is proud to practice Equal Employment Opportunity and Affirmative Action. We are looking for diversity in qualified candidates for employment: Minority/Female/Disable/Protected Veteran.

If you require any reasonable accommodation under the Americans with Disabilities Act (ADA) in completing the online application, interviewing, completing any pre-employment testing or otherwise participating in the employee selection process, please contact [email protected].

*DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email [email protected].