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

SCAN Health Plan; South San Francisco (CA); Hybrid; USD 66,000 - 91,000; Full time

Job summary

SCAN Health Plan is seeking a motivated individual to oversee and enhance the broker distribution channel, ensuring compliance while achieving sales targets. The role promotes relationships with brokers and agencies, providing training and support aimed at driving sales success. With flexible remote working options and a robust benefits package, this position offers an opportunity to directly impact community health positively.

Benefits

Annual employee bonus program

Robust Wellness Program

Generous paid-time-off (PTO)

Eleven paid holidays plus additional floating holiday

401(k) Retirement Saving Plan with employer match

Work-life balance

Employee recognition program

Qualifications

• 5+ years of sales experience required.
• Strong analytical and critical thinking skills required.
• Must have a valid driver's license and reliable transportation.

Responsibilities

• Achieve broker sales targets and maintain business relationships.
• Train and certify new brokers and agencies.
• Ensure compliance with federal and state regulations.

Skills

Sales experience with Medicare Advantage Plans

Presentation skills

Interpersonal skills

Organizational skills

Analytical skills

Education

CA Life and Health Insurance brokerage license

Job description

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.
• We seek Rebels who are curious about AI and its power to transform how we operate and serve our members.
• Actively support the achievement of SCAN’s Vision and Goals. (Change to Healthcare in Action or Homebase Medical, if appropriate)
• Other duties as assigned.

Your Qualifications

• Required : School
• CA Life and Health Insurance brokerage license in good standing, required.
• 5+ years sales experience with Medicare Advantage Plans.
• 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 - $91,000 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
• A work-life balance
• An opportunity to become part of a team that makes a difference to our members and our community every day!

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