Broker Account Executive (Southern California - Riverside, San Bernardino)

SCAN; San Bernardino (CA); Hybrid; USD 66,000 - 91,000; Full time

Job summary

A leading organization dedicated to senior healthcare is seeking a Broker Account Executive in Southern California. The role involves overseeing the broker distribution channel, achieving sales goals, and ensuring compliance with regulations. Ideal candidates will have strong sales experience, excellent communication skills, and a valid CA Life and Health Insurance license. Join a team committed to keeping seniors healthy and independent while enjoying competitive benefits and a supportive work environment.

Benefits

Annual bonus program

Wellness program

Generous PTO and paid holidays

401(k) plan with employer match

Tuition reimbursement

Work-life balance

Qualifications

• Minimum 5 years of sales experience with Medicare Advantage Plans.
• Bilingual skills preferred.

Responsibilities

• Achieve all broker sales targets.
• Maintain strong relationships with brokers and agencies.
• Expand the broker network by identifying and training new agencies.

Skills

Bilingual skills

Presentation skills

Interpersonal skills

Written communication

Verbal communication

Organizational skills

Analytical skills

Critical thinking

Education

High School diploma or G.E.D.

CA Life and Health Insurance license

Job description

Broker Account Executive (Southern California - Riverside, San Bernardino)

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Position: Broker Account Executive
Type: Full-Time
Location: Southern California (Riverside, San Bernardino)

About SCAN

SCAN Group is a not-for-profit organization dedicated to addressing the needs of older adults in the United States. As the sole corporate member of SCAN Health Plan, we serve over 270,000 members across California, Arizona, and Nevada. With over 40 years of experience, we are a leader in senior healthcare, committed to keeping seniors healthy and independent. We offer comprehensive training, development opportunities, and recognize our team members' expertise. Learn more at www.thescangroup.org.

The Job

Responsible for overseeing, training, and servicing the broker distribution channel within the assigned market to achieve sales goals. This includes managing relationships with General Agencies, independent brokers, and ancillary stakeholders, ensuring compliance with federal and state regulations regarding Medicare Advantage Plans.

Responsibilities

1. Achieve all broker sales targets.
2. Maintain strong relationships with brokers, agencies, and stakeholders by providing excellent service.
3. Expand the broker network by identifying, training, and certifying new agencies and brokers.
4. Coordinate and deliver broker education, including certification training.
5. Monitor broker quality and resolve issues to ensure high standards.
6. Ensure brokers use current marketing materials and manage supply requests.
7. Assist with enrollments and member inquiries related to broker requests and plan eligibility.
8. Contribute to team efforts and report on new business opportunities and field issues.
9. Ensure compliance with all federal, state, and CMS regulations related to the broker channel.
10. Collaborate with marketing on broker cooperative marketing campaigns.
11. Support SCAN’s vision and goals, including initiatives like Healthcare in Action or Homebase Medical.
12. Perform other duties as assigned.

Qualifications

• High School diploma or G.E.D.
• CA Life and Health Insurance license in good standing.
• Minimum 5 years of sales experience with Medicare Advantage Plans.
• Bilingual skills preferred.
• Excellent presentation, interpersonal, written, and verbal communication skills.
• Strong organizational skills with the ability to multitask.
• Ability to maintain confidentiality appropriately.
• Strong analytical and critical thinking skills.
• Extensive driving (50% or more) in the assigned area; valid driver’s license, insurance, and reliable transportation required.

Benefits

• Salary: $66,560 - $91,000 annually
• Mostly remote/field work
• Annual bonus program
• Wellness program
• Generous PTO and paid holidays
• 401(k) plan with employer match
• Recognition programs, tuition reimbursement, and work-life balance

SCAN is committed to diversity and equal opportunity. A background check is required.