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:

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