Broker Account Manager (Finance)

Overview of the role:

The Broker Account Manager is responsible for the sales and growth of the broker channel and reports to the Market Leader of the Region. The Broker Account Manager oversees all channel activity including sales production, recruitment, training, and sales strategy to grow the channel while maintaining a favorable acquisition cost for the company.

Responsibilities:

• Increase sales and meet or exceed sales expectations through existing active relationships.
  Build new selling relationships in existing markets and expansion markets to grow the broker sales channel.
• Build out new markets - specifically new expansion counties and states
  Manage provider relationships and assign agents to partner with Medical Groups/IPA's for growth.
• Oversee agent sales and product training including webinars for new agents, lock-in refresher trainings, and Open Enrollment recertification training.
• Assist with broker support channels including customer service calls and email inquiries.
• Monthly and ad-hok communications with external agents and agencies.
• Oversee interactions with external agents including commissions, discrepancies, enrollment kit fulfillment, certification and contracting/appointment requirements.
  Monitor quarterly agent and agency production requirements.
• Ensure CMS compliance with all sales, enrollment processes and events.
• Individual production of sales may be optional
• Other duties and tasks may be assigned
• Ongoing: lead, motivate, coach and manage direct agents to ensure that performance goals are met and exceeded.
• Provide broker feedback around competitive landscape, as needed.
• Manager must be willing to commit to personal growth and be open to constructive feedback from direct reports and/or management.
• Must have proven ability to promote effective time management.
• Oversees compliance at all times to include secret shopping and ride-alongs
• Provides fair and objective documentation on corrective action plans and/or performance appraisals as directed by company policies and procedures.
• Provide effective and objective communication to keep managing relationships apprised of any updates and/or changes within department, CMS guidelines, company policies and procedures while keeping strong morale intact.
• Responds in an integral and timely manner with management and staff members in other departments to promote teamwork.
• Attends all mandatory management administrative, educational and/or training courses.

Supervisory Responsibilities:

None

Required Skills & Experience:

• 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 of 3-years of sales management and/or marketing strategy experience working closely with independent distribution systems, and their brokers/agents, in the health insurance industry. Medicare Advantage and/or Medicare Supplement industry experience is a plus.
• Medicare knowledge and/or health insurance background preferred.
• Strong knowledge and understanding of the CMS Marketing Guidelines.
• Bachelor's degree preferred.
• Current and active life insurance license within respective selling state, preferred.
• Bilingual in Spanish is highly preferred.
• Must have reliable means of transportation to get to all sales activities and appointments.
• Extremely organized, detail driven and a self-starter.
• An innovator and effective leader with the ability to motivate direct team, community affiliates and provider relationships.
• Excellent public speaking and presentation skills.
• Exceptional computer skills (Word, Excel and PowerPoint).

Pay rate: $85,000.00 - $100,000.00 annually with base pay and incentive plan