Broker Account Associate (Nevada - Nye & Clark Counties)

SCAN Health Insurance • Truckee, CA

4d • Remote

About The Position

The Broker Account Associate supports the growth and retention of broker and agency partnerships, serving as a primary point of contact for assigned Broker Account Executive escalations. The role provides operational support, facilitates communication, coordinates broker activities, and ensures brokers have the tools, training, and resources needed to succeed. The position calls for strong relationship-building skills, attention to detail, and a commitment to exceptional service.

The associate supports broker and agency relationships, account management, training and communications, sales operations, and compliance administration. Responsibilities include responding to broker inquiries, maintaining account records, coordinating learning sessions and sales materials, tracking activity and preparing reports, and helping ensure broker activities meet applicable CMS, state, and organizational requirements. The role is mostly remote and field-based in Nye and Clark Counties, Nevada.

Requirements

• Five years of experience in account management, sales support, customer service, health insurance, or broker relations is preferred.
• Knowledge of Medicare Advantage, Prescription Drug Plans, and broker distribution channels.
• Understanding of CMS regulations and compliance requirements.
• Experience coordinating sales events, trainings, or broker meetings.
• Data analysis and reporting experience.
• Strong customer service and relationship management skills.
• Excellent verbal and written communication abilities.
• Strong organizational and time management skills.
• Proficiency in Microsoft Office Suite, particularly Excel, PowerPoint, and Outlook.
• Ability to manage multiple priorities in a fast-paced environment.
• Detail-oriented, with strong problem-solving skills.
• Ability to work independently and collaboratively within a team environment.

Nice To Haves

• Bachelor’s degree or equivalent experience in Business, Marketing, Healthcare Administration, or a related field.
• Experience working with Medicare products or healthcare insurance.
• Experience with CRM systems.

Responsibilities

• Serve as a day-to-day contact for broker partners and agency escalations.
• Respond to broker inquiries about products, plans, commissions, enrollment processes, and operational issues.
• Build and maintain positive working relationships with brokers and internal stakeholders.
• Support broker recruitment, onboarding, and retention initiatives.
• Assist in managing broker accounts to ensure contractual and compliance requirements are met.
• Monitor broker performance and participate in account reviews.
• Maintain accurate broker records within internal systems.
• Support strategic sales and growth initiatives.
• Coordinate broker training sessions, webinars, and informational meetings.
• Communicate product updates, policy changes, and market information to broker partners.
• Assist in developing broker resource materials and presentations.
• Support the Broker Sales team in achieving enrollment and membership growth goals.
• Coordinate distribution of marketing materials and sales collateral.
• Track broker activity, event participation, and lead generation efforts.
• Prepare reports on sales performance, broker engagement, and market activity.
• Ensure broker activities comply with CMS, state, and organizational guidelines.
• Assist with broker licensing, certifications, and appointment requirements.
• Support audits and documentation reviews as needed.
• Maintain confidentiality of member and broker information.

Benefits

• Robust wellness program
• Generous paid time off (PTO)
• Eleven paid holidays per year, plus one floating holiday, a birthday off, and two volunteer days
• 401(k) retirement savings plan with employer match
• Employee recognition program
• Tuition reimbursement
• Work-life balance

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed