Agency Channel Leader (Field Sales)

Clever Care Health Plan

San Diego, CA, US / Los Angeles, CA, US / Orange County, CA, US
  • Job Type: Full-Time
  • Function: Sales
  • Post Date: 06/17/2021
  • Website:
  • Company Address:

About Clever Care Health Plan

Clever Care Health Plan is a healthcare company that offers medicare advantage health plans to its members.

Job Description

About Clever Care Health Plan

Clever Care Health Plan is a newly foundedMedicare Advantagehealth plan, willserve Medicare beneficiaries inSouthernCalifornia.Our employeesare passionatein providing the best services toour membersandhealthcare providerspartners.Two office locations are at Arcadia, Los Angeles county and Westminster, Orange county.To learn more,

Job Summary

The Agency Channel Leader is responsible for achieving Clever Care’s established Medicare enrollment objectives in their assigned territory, by working with contracted Agencies and Agents. This will be accomplished by actively engaging with established Medicare Agents and Agencies, and by finding and developing new ones to actively sell Clever Care products and services to their clients and communities. Thisprocess will involve the creation and execution of a solid growth strategy, face to face meetings, taking and making telephone calls with prospective agents and agencies, and providing them with ongoing training and support needed to ensure that the expected number of RTS Agents are in place in advance of AEP. The ACL will work with their agencies/agents to schedule, organize, and conduct public events (education/marketing/sales/health fairs). The ACL will work through their agency channel to educate prospective members on Clever Care products and enroll them into the product that best fits their need.

The Agency Channel Leader has an added responsibility of assisting their agents and agency partners in creating and managing key relationships with Clever Care Providers and community-based organizations in their designated territory. These Providers could be a Primary Care Doctor, Medical Group/MSO or ancillary provider, i.e. Acupuncturist, Chiropractor, Optometrist, or Dentist. Relationship building will include working with your agents to set up marketing events (in-person and virtual), as well making sure the Agents/Agencies understand the benefits of the Clever Care Program, and adhere to both Clever Care and CMS compliance standards.

The position will work from home and travel directly to meet with their Agents and Agencies or events at the agency, community, or provider locations.

Job Functions and Responsibilities:
This position is responsible to:
oSell Clever Care’s Medicare products.
oMeet/exceed individual sales goals.

oMeetcompliance requirements.
oDevelop, expand, and increase the productivity of their Agency distribution channel.
oEvolve existing Provider and Community relationships to increase channel performance.
oIdentify new provider and community referral opportunities.
oWork with their agents to conduct sales presentations for prospects and leverage community partnerships to host events.
oCreate a lead pipeline through providerpartnerships and personal network.
oWork their agents to develop creative and compliant was to find and engage prospects.
oFocus on improving average number of enrollments per agent and agency.
oCarefully evaluate agent and agency performance focusing on key indicators like close ratio and lead pipeline, and disposition of any CleverCare provided leads or events.
oAttend sales training and department sessions.
oLead, collaborate and execute on provider and community relations activities including event planning, execution, and tracking.
oProduce regular campaign,event tracking, and weekly activity reportsshowing return on investments,key initiatives, and activities.
oCarry out appropriate sales activity standards as directed by their manager.
oManage allocated agency co-op budgets, carefully evaluating agent/agency ROIfor sales events,sponsorship activities, and key community events.
oMaintain knowledge of compliance regulatory procedures and Medicare Marketing Guidelines to utilize in all functions, processes, and communication.
oOther duties/tasks as assigned by supervisor.

oActive California Life and HealthInsurance License is required.
oValid driver’s license, reliable transportation, and insurance requiredmileage reimbursement.
oExperience working with Insurance Agencies/Agents/ Field Marketing Organizations
oBilingual inMandarin/Vietnamese/Cantonese/Thai/Bahasa/Korean/Tagalog/Khmer ispreferred, but not required.
oStrong working knowledge of Medicare and Medicaid and other government health programs/ income assistance programs.
oExperience workingwith senior citizens and low-income individuals.
oStrong customer service.
oExcellent communication and presentation skills.

What’s in it for you?

1.A competitive compensation and benefits program.
2.Generous paid-time-off (PTO).
3.Ten paid holidays per year.

4.Excellent 401k saving plan, employer provides up to 4% match and employer contribution matchis 100% immediately vested.
5.A work-
life balance and much more

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.