Broker Account Manager

About Us:

Astiva Health, Inc., located in Orange, CA is a premier healthcare provider specializing in Medicare and HMO services. With a focus on delivering comprehensive care tailored to the needs of our diverse community, we prioritize accessibility, affordability, and quality in all aspects of our services. Join us in our mission to transform healthcare delivery and make a meaningful difference in the lives of our members.

SUMMARY: This position will be responsible for generating new member sales and drive growth through external broker channels by managing enrollment via contracted agencies and agents. Oversee all broker channel activities, including training, events, and sales support, while fostering productive, collaborative relationships with brokers and agencies.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

1. Support growth and penetration in the Senior Market through IPA engagement, PCP engagement, ancillary providers, and community activities. 
2. Drive Sales Growth: Achieve or exceed sales targets by leveraging existing relationships with FMOs (Field Marketing Organizations) and brokers within Southern California.
3. Expand and Foster Agent Relationships: Build and grow relationships with new agents while continuing to increase production with top-performing existing agents. Take a proactive approach in partnering with brokers and agencies, ensuring consistent engagement through regular check-ins and support.
4. Document and Track Agent Interactions: Keep thorough records of agent visits, training sessions, questions, and other relevant data for follow-up and future planning.
5. Lead Training Sessions: Conduct Annual Enrollment Period (AEP) kickoff training and ongoing refresher sessions to ensure agents fully understand Astiva Health benefits, and how they are administered, enabling agents to accurately communicate benefit details to prospects.
6. Manage Agent Interactions: Oversee all aspects of agent interactions, including commission tracking, resolving discrepancies, fulfilling enrollment kit requests, and ensuring agents meet certification requirements.
7. Inspire Broker Sales: Motivate brokers to actively promote and sell Astiva Health products to their prospects and clients.
8. Assist with Sales Inquiries: Provide support to brokers by responding to sales-related inquiries, such as MBI numbers, PCP ID numbers, prescription drug costs, dental networks, missing documentation, and certification issues.
9. Support Astiva Health Tele-sales: As needed, answer in-bound sales calls, and make out-bound prospect calls, response broker emails and inquiries.
10. Develop Broker Tools: Create and provide tools to simplify the application process, such as lists for the PCPs, dentists, acupuncture providers, and relevant grocery items.
11. Update Broker Training Materials: Keep agent/broker training materials, including PowerPoint presentations, Q&A documents, and other resources, current and accurate.
12. Lead Community and Provider Outreach Initiatives: Take the lead in planning, executing, and tracking provider and community events and activities.
13. Engage with PCP Offices: Build and maintain relationships with Primary Care Provider (PCP) offices to ensure high levels of PCP and member satisfaction.
14. Promote Cross-Department Collaboration: Foster teamwork and collaboration across departments to achieve shared goals and enhance overall performance.
15. Provide Competitive Feedback: Gather and share feedback on the competitive landscape from brokers with leadership, as needed, to inform strategic decisions.
16. Attend Required Training and Meetings: Participate in all mandatory management, administrative, educational, and training sessions to stay informed and compliant.
17. Ensure CMS Compliance: Ensure all sales, enrollment processes, and events are fully compliant with CMS (Centers for Medicare & Medicaid Services) regulations.
18. Individual Production: Individual sales production may be optional, depending on business needs.
19. Regular and consistent attendance 

QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, including regular and consistent attendance. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE: 

• 3 to 5+ years of work experience, preferably in healthcare or insurance, marketing, sales or customer service required
• Active California Life and Health Insurance License required
• AHIP Certification required each year
• Valid driver’s license, reliable transportation, and insurance required with clean driving record
• Experience working with Insurance Agencies/Agents/ Field Marketing Organizations is preferred but not required
• Strong working knowledge of Medicare, Medicaid, and Medicare Marketing guidelines is required. 

OTHER SKILLS and ABILITIES:

• Must possess a sense of urgency and be result-driven/goal oriented
• Must be self-motivated, and a self-starter
• Must have strong customer service skills, work ethic, and a positive attitude and outlook 
• Excellent public speaking and presentation skills
• Follow-up skills, and attention to detail are essential
• Must be able to work with minimal supervision 
• Ability to express or exchange ideas, to impart information to the public and to convey detailed instructions accurately and quickly
• Bilingual Preferred