Broker Manager-S

CVS Health

9d

About The Position

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary Western, Florida Medicare Advantage Plan, Broker Managers are accountable for driving and achieving company defined distribution channel sales goals and objectives in their FL submarkets (Pinellas, Hernando & Citrus County). They are responsible for recruiting, training and engaging Agent/Brokers in delivering the highest margin and most competitive HMO, CSNP, DSNP, PPO & HMO-POS business in the country. Broker Managers are required to build and enhance strong Agency relationships with all contracting levels to successfully deliver very aggressive sales goals in the fall for 2026 & 2027 (AEP) Annual Enrollment Period. In Florida, Broker Managers deliver 60% of all MA sales thru their External Broker sales channels and are vital to achieving Florida’s overall sales goals. In, Western FL., Broker Managers ((Pinellas, Hernando & Citrus County) are expected to deliver an Annual sales quota between, 3,000-4,000 sales through relationship building, agent recruitment and trainings. Fundamental Components/Job Description: Responsible for meeting established health plan broker sales goal through management of assigned block of agents. • Prospects for and recruits new agents through collaboration with National and Direct agency relationships or through agent marketing activities targeted direct to the agents. Assures appropriate market coverage through management of agent recruiting activities. Responsible for identifying and developing local preferred agents to support the attainment of health plan goals. • Responsible for onboarding new agents by supporting their navigation of contracting, certification, and training requirement. Provides leadership for all broker training, recertification, and testing through face-to-face, individual, and group meetings and web-based resources. Administers broker testing and recertification. • Proactively develops agent activation. Strategy should utilize the deployment of various tactics such as face-to-face, telephonic, and written communication methods and information management. • Responsible for ongoing individual agent management. Responsibilities include the establishment of production goals and compliance thresholds, along with the communication and ongoing enforcement of these established expectations with each assigned agent. Key role is to prioritize broker relationships according to their ability to meet or exceed expectations. Makes recommendations to management on agents plan preferred designation and contract level status. • Responsible for ensuring agent adherence to all CMS and Aetna guidelines. Monitors compliance with state, federal, and health plan regulatory requirements. Maintains all files associated with broker contracting, including broker agreements. Reports all implementations and corrections to health plan management. Coordinates response to broker-related complaints. Investigates documents and retrains brokers as necessary. Recommends termination of broker relationship with company as appropriate. • Coordinates with the appropriate customer service and health plan resources to support broker activities. • Verifies and validates broker commission payments. Ensures broker commission payments are submitted for payment. Resolves issues and inquiries related to commissions from health plan and brokers.

Requirements

• Must live in the Western, Tampa Florida Sub-markets (Pinellas, Pasco, Hillsborough, Hernando, Citrus County Regions)
• Appropriate FL State licensure to sell insurance as required, subject to products sold.
• Medicare Advantage Plan, Sales Management experience is required.
• Minimum 5 years sales and/or broker sales experience required.
• Ability to communicate effectively with all levels of management.
• Excellent written and verbal communication and presentation skills.

Nice To Haves

• Prior history of Medicare Advantage Plan and Part D Plans (MAPD) Agent/Broker Sales and/or Sales Management background.
• Bilingual (Spanish) skills are a plus.
• Practical knowledge with MS Office Applications: MS ‘Outlook’ MS ‘Excel’ MS ‘Word’ MS ‘PowerPoint’ SalesForce.com Management Think Agent, Sunfire, etc. (Electronic Enrollment & Sales Office Experience in selling Florida Medicare Supplemental & ‘Ancillary’ Portfolio Products. Defined as: Dental Insurance Plan (Florida) Cancer and Heart Attack (CHAS) Hospital Indemnity Flex Home Care Plus Recovery Care Final Expense - Whole Life Options

Responsibilities

• Responsible for meeting established health plan broker sales goal through management of assigned block of agents.
• Prospects for and recruits new agents through collaboration with National and Direct agency relationships or through agent marketing activities targeted direct to the agents.
• Assures appropriate market coverage through management of agent recruiting activities.
• Responsible for identifying and developing local preferred agents to support the attainment of health plan goals.
• Responsible for onboarding new agents by supporting their navigation of contracting, certification, and training requirement.
• Provides leadership for all broker training, recertification, and testing through face-to-face, individual, and group meetings and web-based resources.
• Administers broker testing and recertification.
• Proactively develops agent activation. Strategy should utilize the deployment of various tactics such as face-to-face, telephonic, and written communication methods and information management.
• Responsible for ongoing individual agent management. Responsibilities include the establishment of production goals and compliance thresholds, along with the communication and ongoing enforcement of these established expectations with each assigned agent.
• Key role is to prioritize broker relationships according to their ability to meet or exceed expectations.
• Makes recommendations to management on agents plan preferred designation and contract level status.
• Responsible for ensuring agent adherence to all CMS and Aetna guidelines.
• Monitors compliance with state, federal, and health plan regulatory requirements.
• Maintains all files associated with broker contracting, including broker agreements.
• Reports all implementations and corrections to health plan management.
• Coordinates response to broker-related complaints.
• Investigates documents and retrains brokers as necessary.
• Recommends termination of broker relationship with company as appropriate.
• Coordinates with the appropriate customer service and health plan resources to support broker activities.
• Verifies and validates broker commission payments.
• Ensures broker commission payments are submitted for payment.
• Resolves issues and inquiries related to commissions from health plan and brokers.

Benefits

• Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree