Broker Account Executive (Northern California - San Francisco, San Mateo)

SCAN Group; San Francisco (CA); Hybrid; USD 66,000 - 100,000; Full time

Job summary

Join a forward-thinking organization dedicated to innovating senior healthcare. As a Broker Account Executive, you'll oversee and train the broker distribution channel, ensuring compliance and achieving sales targets. This role offers a dynamic work environment where your expertise will make a significant impact on the lives of older adults. With a focus on professional growth and a robust wellness program, you'll be part of a mission-driven team committed to excellence in senior healthcare. If you're passionate about making a difference, this opportunity is for you!

Benefits

Annual Employee Bonus Program

Robust Wellness Program

Generous Paid-Time-Off (PTO)

401(k) Retirement Saving Plan with Employer Match

Tuition Reimbursement

Work-Life Balance

Employee Recognition Program

Floating Holiday

Birthday Off

Volunteer Days

Qualifications

• 5+ years sales experience with Medicare Advantage Plans.
• Strong analytical and critical thinking skills required.

Responsibilities

• Achieve broker sales targets and maintain relationships with brokers.
• Coordinate broker education curriculum and monitor broker quality.

Skills

Sales Experience

Presentation Skills

Interpersonal Skills

Analytical Skills

Bilingual Communication

Education

G.E.D./High School

CA Life and Health Insurance License

Job description

Description

Broker Account Executive

Full-Time

Location: Northern California (San Francisco, San Mateo)

About SCAN

SCAN Group is a not-for-profit organization dedicated to tackling the most pressing issues facing older adults in the United States. SCAN Group is the sole corporate member of SCAN Health Plan, one of the nation's leading not-for-profit Medicare Advantage plans, serving more than 270,000 members in California, Arizona, and Nevada. SCAN has been a mission-driven organization dedicated to keeping seniors healthy and independent for more than 40 years and is known throughout the healthcare industry and nationally as a leading expert in senior healthcare. SCAN employees are a group of talented, passionate professionals who are committed to supporting older adults on their aging journey, while also innovating healthcare for seniors everywhere. Employees are provided in-depth training and access to state-of-the-art tools necessary to do their jobs, as well as development and growth opportunities. SCAN takes great pride in recognizing our team members as experts in their fields and rewarding them for their efforts. If you are interested in becoming part of an organization that is innovating senior healthcare visit www.thescangroup.org, www.scanhealthplan.com, or follow us on LinkedIn, Facebook, and Twitter.

The Job

Responsible for the oversight, training and servicing of the broker distribution channel in the assigned market aiming to position our health plan for sales achievement and success. This position will be responsible for a network of General Agencies, independent brokers and ancillary stakeholders to position our health plan for sales achievement and success. This role will adhere to the Federal and State regulations governing the representation and sale of Medicare Advantage Plans.

You Will

• Achieve all broker sales targets. This is a sales achievement position and success will be measured by attainment of sales targets.


• Maintain business relationships with brokers, general agency representatives and ancillary stakeholders by providing outstanding service to all in assigned territory.


• Expand the broker sales distribution channel by identifying, training and certifying new agencies and brokers.


• Coordinate and present all broker education curriculum, including the SCAN Broker Certification training for all new brokers.


• Monitor broker quality; resolve issues to ensure high-quality representation of SCAN.


• Ensure brokers are utilizing current marketing materials and forms and administer broker supply/material requests.


• Assist with enrollments by verifying and processing broker requests and resolving member inquiries and plan eligibility issues.


• Contribute to team effort by accomplishing related results as needed.


• Provide reporting on new business opportunities, issues encountered in the field with respect to network, claims, customer service, marketing, etc.


• Maintain all federal, state and CMS compliance requirements as it pertains to the administration of the broker distribution channel.


• Work closely with marketing staff to implement and execute on broker cooperative marketing campaigns.


• Actively support the achievement of SCAN's Vision and Goals.


• Other duties as assigned.

Your Qualifications

• Required: G.E.D./High School


• CA Life and Health Insurance brokerage license in good standing, required.


• 5+ years sales experience with Medicare Advantage Plans.


• Bilingual preferred.


• Strong presentation skills to effectively address diverse audiences.


• Strong interpersonal skills, including excellent written and verbal communication skills.


• Strong organizational skills; Ability to multitask.


• Ability to appropriately maintain confidentiality.


• Strong analytical and critical thinking skills, required.


• Extensive driving required (50% or more the time) in the assigned area- Northern California. Must have a valid driver's license, automobile insurance and reliable transportation.

What's in it for you?

• Base salary range: $66,560 - $100,000 annually


• Work Mode: Mostly Remote/Field


• An annual employee bonus program


• Robust Wellness Program


• Generous paid-time-off (PTO)


• Eleven paid holidays per year, plus 1 additional floating holiday, birthday off, and 2 volunteer days


• Excellent 401(k) Retirement Saving Plan with employer match


• Robust employee recognition program


• Tuition reimbursement


• A work-life balance


• An opportunity to become part of a team that makes a difference to our members and our community every day!

We're always looking for talented people to join our team! Qualified applicants are encouraged to apply now!

At SCAN we believe that it is our business to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects our community through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more.

SCAN is proud to be an Equal Employment Opportunity and Affirmative Action workplace. Individuals seeking employment will receive consideration for employment without regard to race, color, national origin, religion, age, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender perception or identity, age, marital status, disability, protected veteran status or any other status protected by law. A background check is required.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.