Broker Account Manager
Posted 2026-05-06
Remote, USA
Full-time
Immediate Start
- Job Description:
- Increases sales and meet or exceed sales expectations through existing active relationships.
- Builds new selling relationships in existing markets and expansion markets to grow the broker sales channel.
- Manages provider relationships and assign agents to partner with Medical Groups/IPA’s for growth.
- Oversees agent sales and product training including webinars for new agents, lock-in refresher trainings, and Open Enrollment recertification training.
- Assists with broker support channels including customer service calls and email inquiries.
- Oversees interactions with external agents including commissions, discrepancies, enrollment kit fulfillment, certification and contracting/appointment requirements.
- Ensures CMS compliance with all sales, enrollment processes and events.
- Oversees compliance at all times to include secret shopping and ride-alongs.
- Provides fair and objective documentation on corrective action plans and/or performance appraisals as directed by company policies and procedures.
- Provides effective and objective communication to keep managing relationships apprised of any updates and/or changes within department, CMS guidelines, company policies and procedures while keeping strong morale intact.
- Attends all mandatory management administrative, educational and/or training courses.
- Other duties as assigned.
- Requirements:
- Required: Minimum of 2 years of general sales / marketing strategy experience.
- Preferred: Medicare knowledge and/or health insurance background preferred.
- Required: High School Diploma or GED. Bachelor's degree or four years additional experience in lieu of education.
- Preferred: MBA.
- Required: Effective written and oral communication skills; ability to establish and maintain a constructive relationship with diverse members, management, employees and vendors; Ability to communicate positively, professionally and effectively with others; provide leadership, teach and collaborate with others.
- Strong knowledge and understanding of the CMS Marketing Guidelines.
- Must have reliable means of transportation to get to all sales activities and appointments.
- Extremely organized, detail driven and a self-starter.
- An innovator and effective leader with the ability to motivate direct team, community affiliates and provider relationships.
- Excellent public speaking and presentation skills.
- Ability to perform mathematical calculations and calculate simple statistics correctly.
- Ability to prioritize multiple tasks; advanced problem-solving; ability to use advanced reasoning to define problems, collect data, establish facts, draw valid conclusions, and design, implement and manage appropriate resolution.
- Effective problem solving, organizational and time management skills and ability to work in a fast-paced environment.
- Comprehend and analyze statistical reports.
Benefits: