Broker Sales Manager (Bilingual)

Functions & Job Responsibilities

• Develop, 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.

Qualifications

Education and Experience:

• Active California Life and Health Insurance License is required.
• Valid driver s license, reliable transportation, and insurance required with clean driving record
• Experience working with Insurance Agencies/Agents/ Field Marketing Organizations
• Strong 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.

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 (note-taking)
• Ability to sit for long periods; stand, sit, reach, bend, lift up to fifteen (15) lbs.

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.