Broker Support Specialist

Clever Care Health Plan; Huntington Beach (CA); Hybrid; USD 34,000 - 40,000; Full time

Job summary

Clever Care Health Plan is seeking a Broker Support Specialist to assist independent broker partners, agencies, and field marketing organizations. The role focuses on contracting, onboarding, enrollment verification, commission questions, and provider look-ups, with a path to support growth across the broker channel.

This position operates on a hybrid schedule, with three days onsite at the Monrovia or Huntington Beach offices.

Qualifications

• High school diploma or GED required; Bachelor's degree preferred.

Responsibilities

• Assist appointed independent agents and agencies with contracting/onboarding and enrollment verification.
• Develop and distribute educational materials to broker partners to support growth.
• Create templates and resources with Sales Trainer and Marketing Team for faster growth.
• Coordinate virtual events and provide training support.
• Perform general office and administrative tasks.

Skills

Bilingual (Korean/Spanish/etc)

Analytical skills

Organizational skills

Communication skills

MS Office proficiency

Education

High school diploma or GED

Bachelor’s degree preferred

California Medicare Sales Life/Health license or willing to obtain within 90 days

Tools

SharePoint

MS Teams

Job description

This position operates on a hybrid work schedule. This position will require 3 days onsite at the Monrovia or Huntington Beach office.

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 Summary

The Broker Support Specialist supports the day-to-day broker channel service and growth strategy by providing support to Clever Care’s independent broker partners, agencies, and field marketing organizations. The Broker Support Specialist is responsible for building and maintaining a positive and professional relationship with Clever Care’s contracted General Agencies (GA) and their contracted Agents

Functions & Job Responsibilities

• Broker Support Specialist will assist appointed independent agents and agencies in contracting/onboarding, commission related questions, commission payment status, enrollment verification and status, provider look-up, in/out of network search, RTS (ready to sell) support, Evolve portal support, enrollment kits ordering, promo item orders, ancillary vendor info advise, Supplemental benefits support, web enrollment support, benefits support.


• Work with our independent broker partners, agencies, field marketing organizations, by developing and distributing educational and informational materials and coordinating product and policy communications which allow them sell more, earn more, and support CCHP’s on-going growth and success.


• Assist the Broker channel in positioning our sales staff, insurance agents, and agencies for quick growth by creating presentations, templated materials, and other resource tools in collaboration with the Sales Trainer and Marketing Team.


• Work with both internal Sales team and/or external brokers on assigned projects.


• General Office & Clerical/Administrative Work.


• Virtual Event Coordination, scheduling, and support for training purposes


• Other duties as assigned.

Qualifications

Qualifications

Education and Experience

• High school diploma or GED required. Bachelor's degree preferred


• Two (2) to three (3) years’ experience providing customer service support.


• Two (2) years of health care industry experience preferred.


• Broker Support experience a plus


• Valid California Medicare Sales Life/Health Insurance license required or must be willing to obtain a state health/life insurance license within 90 days of hire

Skills

• Bilingual in Korean, Cantonese, Mandarin, Vietnamese, or Spanish.


• Analytical and detail oriented


• Ability to organize, multitask and problem solve.


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


• Technology proficiency includes comfort with MS Office (Excel, Word, PowerPoint, SharePoint), MS Teams, Zoom, Adobe Pro, etc.

Wage Range

$25.00 to $29.00

Physical & 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 required.


• Ability to operate a keyboard, mouse, phone and perform repetitive motion (keyboard); writing (notetaking)


• Ability to sit for extended periods; stand, sit, reach, bend, lift 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 the 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.