Broker Sales Manager (San Diego)

Clever Care Health Plan; San Diego (CA); Hybrid; USD 68,000 - 81,000; Full time

Job summary

Clever Care Health Plan is seeking a Broker Sales Manager to grow the agency distribution channel in Southern California. The role requires developing growth strategies, meeting with agents, and providing ongoing training to ensure enrollment targets are met ahead of AEP.

You will cultivate provider and community relationships, host events, and drive sales through education and outreach while ensuring CMS compliance and regulatory guidelines.

Qualifications

• Active California Life and Health Insurance License is required.
• Valid driver’s license, reliable transportation, and insurance with clean driving record.
• Experience working with Insurance Agencies/Agents/ Field Marketing Organizations.
• Strong customer service, communication and presentation skills.
• Bilingual in Mandarin/Vietnamese/Cantonese/Thai/Bahasa/Korean/Tagalog/Khmer is preferred, but not required.

Responsibilities

• Develop, expand, and increase agency distribution in the assigned market.
• Conduct face-to-face meetings and telephone outreach with agents and agencies.
• Deliver training and ongoing support to ensure RTS agents are in place prior to AEP.
• Plan and execute provider/community relationships and events (education/marketing/sales/health fairs).
• Create lead pipelines through provider partnerships and personal networks.

Skills

Customer service

Communication

Presentation skills

Bilingual (preferred)

Education

Active California Life and Health Insurance License

Job description

Are you ready to make a lasting impact and transform the healthcare space? We are one of Southern California’s fastest-growing Medicare Advantage plans with an incredible 112% year-over-year membership growth.Who Are We? Clever Care was created to meet the unique needs of the diverse communities we serve. Our innovative benefit plans combine Western medicine with holistic Eastern practices, offering benefits that align with our members’ culture and values.Why Join Us?We’re on a mission! Our rapid growth reflects our commitment to making healthcare accessible for underserved communities. At Clever Care, you’ll have the opportunity to make a real difference, shape the future of healthcare, and be part of a fast-moving, game-changing organization that celebrates diversity and innovation.Job SummaryThe Broker Sales Manager (BSM) will work with the Market Manager to drive enrollments through contracted Agencies and Agents. The BSM will be responsible for supporting existing agent and agency relationships and developing new relationships. The BSM will assist with developing growth strategy, conduct face to face meetings, take and make telephone calls with prospective agents and agencies, and providing them with the ongoing training and support needed to ensure that the expected number of RTS Agents are in place in advance of AEP. The BSM will also develop key relationships in the community and work with their agencies/agents to schedule, organize, and conduct public events (education/marketing/sales/health fairs). The BSM will work through their agency channel to educate prospective members on Clever Care products and enroll them into the product that best fits their needs.The position will work from home and travel directly to meet with their Agents and Agencies or events at the agency, community, or provider locations.Functions & Job ResponsibilitiesDevelop, expand, and increase the productivity of their Agency distribution channel in their assigned market by ensuring their channels understand the benefits of the Clever Care Program, and adhere to both Clever Care and CMS compliance standards.Encourage agents and agencies to sell Clever Care products to their clients and community.Evolve existing Provider and Community relationships to increase channel performance.Identify new provider and community referral opportunities.Partner with the Network department and Field Engagement to create and management key relationships with Clever Care Providers and community-based organizations (Providers could be a Primary Care Doctor, Medical Group/MSO or ancillary provider, i.e. Acupuncturist, Chiropractor, Optometrist, or Dentist.)Work with their agents to conduct sales and marketing presentations for prospects and leverage community partnerships to host events.Create a lead pipeline through provider partnerships and personal network.Work their agents to develop creative and compliant was to find and engage prospects.Focus on improving average number of enrollments per agent and agency.Carefully evaluate agent and agency performance focusing on key indicators like close ratio and lead pipeline, and disposition of any Clever Care provided leads or events.Attend sales training and department sessions.Lead, collaborate and execute on provider and community relations activities including event planning, execution, and tracking.Produce regular campaign, event tracking, and weekly activity reports showing return on investments, key initiatives, and activities.Carry out appropriate sales activity standards as directed by their manager.Manage allocated agency co-op budgets, carefully evaluating agent/agency ROI for sales events, sponsorship activities, and key community events.Maintain knowledge of compliance regulatory procedures and Medicare Marketing Guidelines to utilize in all functions, processes, and communication.Comply with all federal, state and compliance requirements.Other duties as assigned.QualificationsEducation and Experience:Active California Life and Health Insurance License is required.Valid driver’s license, reliable transportation, and insurance required with clean driving recordExperience working with Insurance Agencies/Agents/ Field Marketing OrganizationsStrong working knowledge of Medicare and Medicaid and other government health programs/ income assistance programs.Experience working with senior citizens and low-income individuals.Skills:Strong customer service.Excellent communication and presentation skills.Bilingual in Mandarin/Vietnamese/Cantonese/Thai/Bahasa/Korean/Tagalog/Khmer is preferred, but not required.Wage Range: $67,522/year - $81,024/yearPhysical & Working Environment.Physical requirements needed to perform the essential functions of the job, with or without reasonable accommodation:Must be able to travel when needed or requiredAbility to operate a keyboard, mouse, phone and perform repetitive motion (keyboard); writing (note-taking)Ability to sit for long periods; stand, sit, reach, bend, lift up to fifteen (15) lbs.Ability to express or exchange ideas to impart information to the public and to convey detailed instructions to staff accurately and quickly.Work is performed in an office environment and/or remotely. The job involves frequent contact with staff and public. May occasionally be required to work irregular hours based on the needs of the business.Clever Care Health Plan 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.Salary ranges posted on the job posting are based on California wages. Salary may be higher or lower depending on the candidate’s state residency.#LI-hybrid