Increases sales and meet or exceed sales expectations through existing active relationships.
Builds new selling relationships in existing markets and expansion markets to grow the broker sales channel.
Manages provider relationships and assign agents to partner with Medical Groups/IPA’s for growth.
Oversees agent sales and product training including webinars for new agents, lock-in refresher trainings, and Open Enrollment recertification training.
Assists with broker support channels including customer service calls and email inquiries.
Oversees interactions with external agents including commissions, discrepancies, enrollment kit fulfillment, certification and contracting/appointment requirements.
Ensures CMS compliance with all sales, enrollment processes and events.
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.
Provides 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.
Attends all mandatory management administrative, educational and/or training courses.
Other duties as assigned.

Required: Minimum of 2 years of general sales / marketing strategy experience.
Preferred: Medicare knowledge and/or health insurance background preferred.
Required: High School Diploma or GED. Bachelor's degree or four years additional experience in lieu of education.
Preferred: MBA.
Required: Effective written and oral communication skills; ability to establish and maintain a constructive relationship with diverse members, management, employees and vendors; Ability to communicate positively, professionally and effectively with others; provide leadership, teach and collaborate with others.
Strong knowledge and understanding of the CMS Marketing Guidelines.
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.
Ability to perform mathematical calculations and calculate simple statistics correctly.
Ability to prioritize multiple tasks; advanced problem-solving; ability to use advanced reasoning to define problems, collect data, establish facts, draw valid conclusions, and design, implement and manage appropriate resolution.
Effective problem solving, organizational and time management skills and ability to work in a fast-paced environment.
Comprehend and analyze statistical reports.

Broker Account Manager

Key skills