Broker Account Manager

Astiva Health•Orange, CA

1d•$70,000 - $85,000•Onsite

About The Position

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.

Requirements

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
Strong working knowledge of Medicare, Medicaid, and Medicare Marketing guidelines is required.
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

Nice To Haves

Experience working with Insurance Agencies/Agents/ Field Marketing Organizations is preferred but not required
Bilingual Preferred

Responsibilities

Support growth and penetration in the Senior Market through IPA engagement, PCP engagement, ancillary providers, and community activities.
Achieve or exceed sales targets by leveraging existing relationships with FMOs (Field Marketing Organizations) and brokers within Southern California.
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.
Keep thorough records of agent visits, training sessions, questions, and other relevant data for follow-up and future planning.
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.
Oversee all aspects of agent interactions, including commission tracking, resolving discrepancies, fulfilling enrollment kit requests, and ensuring agents meet certification requirements.
Motivate brokers to actively promote and sell Astiva Health products to their prospects and clients.
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.
As needed, answer in-bound sales calls, and make out-bound prospect calls, response broker emails and inquiries.
Create and provide tools to simplify the application process, such as lists for the PCPs, dentists, acupuncture providers, and relevant grocery items.
Keep agent/broker training materials, including PowerPoint presentations, Q&A documents, and other resources, current and accurate.
Take the lead in planning, executing, and tracking provider and community events and activities.
Build and maintain relationships with Primary Care Provider (PCP) offices to ensure high levels of PCP and member satisfaction.
Foster teamwork and collaboration across departments to achieve shared goals and enhance overall performance.
Gather and share feedback on the competitive landscape from brokers with leadership, as needed, to inform strategic decisions.
Participate in all mandatory management, administrative, educational, and training sessions to stay informed and compliant.
Ensure all sales, enrollment processes, and events are fully compliant with CMS (Centers for Medicare & Medicaid Services) regulations.
Individual sales production may be optional, depending on business needs.
Regular and consistent attendance