Broker Sales Manager

Lead Medicare Advantage enrollment growth in your assigned market by expanding agency partnerships, equipping agents with compliant selling support, and driving community/provider outreach.

Responsibilities

• Develop, expand, and increase productivity of the Agency distribution channel in the assigned market.
• Ensure agencies understand the Clever Care Program and adhere to Clever Care and CMS compliance standards.
• Encourage agents and agencies to sell Clever Care products to clients and community members.
• Evolve provider and community relationships to improve channel performance.
• Identify new provider and community referral opportunities.
• Partner with Network and Field Engagement to build and manage key relationships with Clever Care providers and community-based organizations (examples provided in the role).
• Support agents with sales and marketing presentations for prospects.
• Leverage community partnerships to host events for prospect education and enrollment.
• Create and maintain a lead pipeline through provider partnerships and personal network.
• Work with agents to develop creative and compliant ways to find and engage prospects.
• Improve average enrollments per agent and agency.
• Evaluate agent and agency performance using key indicators such as close ratio, lead pipeline, and disposition of any Clever Care-provided leads or events.
• Attend sales training and department sessions.
• Lead, collaborate, and execute provider and community relations activities, including event planning, execution, and tracking.
• Produce regular campaign and event tracking updates, plus weekly activity reports showing ROI, key initiatives, and activities.
• Carry out sales activity standards as directed by the manager.
• Manage allocated agency co-op budgets and evaluate agent/agency ROI for sales events, sponsorship activities, and community events.
• Maintain knowledge of compliance regulatory procedures and Medicare Marketing Guidelines for use in all functions, processes, and communication.
• Comply with all federal, state, and compliance requirements.
• Other duties as assigned.

Requirements

• Active California Life and Health Insurance License is required.
• Valid driver’s license, reliable transportation, and insurance with a clean driving record.
• Experience working with Insurance Agencies/Agents and/or Field Marketing Organizations.
• Strong working knowledge of Medicare and Medicaid and other government health/income assistance programs.
• Experience working with senior citizens and low-income individuals.
• Strong customer service.
• Excellent communication and presentation skills.
• Bilingual in Mandarin, Vietnamese, Cantonese, Thai, Bahasa, Korean, Tagalog, or Khmer is preferred (not required).
• Ability to travel when needed or required.
• Ability to operate a keyboard, mouse, and phone; perform repetitive motion (keyboard); and write for note-taking.
• Ability to sit for long periods; and stand, sit, reach, bend, lift up to 15 lbs.
• Ability to express or exchange ideas to impart information publicly and convey detailed instructions to staff accurately and quickly.

Hybrid schedule / location

• Hybrid work schedule.
• Candidate must reside in Los Angeles or Orange County.
• Work from home and travel to meet with agents and agencies and attend events at agency, community, or provider locations.
• Work is performed in an office environment and/or remotely.

Wage range

• $67,522 to $81,024 per year plus commission.
• Salary posted is based on California wages; pay may vary based on candidate state residency.

Physical & working environment

• Frequent contact with staff and the public.
• May occasionally require irregular hours based on business needs.

Equal employment opportunity / background check

• Clever Care Health Plan is an Equal Employment Opportunity and Affirmative Action workplace.
• Background check required.