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Agency Account Executive (Bilingual Chinese)

Company: Clever Care Health Plan
Location: Arcadia
Posted on: June 23, 2022

Job Description:

Clever Care Health Plan is a Medicare Advantage health plan currently serving Medicare beneficiaries in Southern California. Our employees are passionate in providing best services to our members and healthcare providers. We deliver on our commitment to our members' health and well-being by offering plans that connect the benefits of Eastern and Western medicine. To learn more, please visit Functions and Responsibilities:The Agency Account Executive is responsible for helping the regional teams to achieve Clever Care's established Medicare enrollment objectives in their assigned language segments, by working with the Regional Managers and Field Agency Leaders to drive enrollments through contracted Agencies and Agents. They will be assigned to a specific language/market segment, as we feel success in growing these segments will be aided to a great degree by their ability to speak the languages and understand the culture of the markets targeted by their assigned Medicare Agents and Agencies. They will be responsible for not only supporting existing agent and agency relationships, but also for finding and developing new ones and encouraging them to actively sell Clever Care products and services to their clients and communities.In their role they will work with the Regional Manager and Agency Leader to create and execute a solid growth strategy, conduct face to face meetings, take and make telephone calls with prospective agents and agencies, and providing them with the ongoing training and support needed to ensure that the expected number of RTS Agents are in place in advance of AEP. The AAE will also develop key relationships in the community and work with their agencies/agents to schedule, organize, and conduct public events (education/marketing/sales/health fairs). The AAE will work through their agency channel to educate prospective members on Clever Care products and enroll them into the product that best fits their needs.The AAE will work with the Agency Channel Leader in 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 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. He/she reports to Medicare Regional Sales Manager.Job Functions and Responsibilities:
--- This position is responsible to:

  • Sell Clever Care's Medicare products.
  • Meet/exceed individual sales goals.
  • Meet compliance requirements.
  • Develop, expand, and increase the productivity of their Agency distribution channel.
  • Evolve existing Provider and Community relationships to increase channel performance.
  • Identify new provider and community referral opportunities.
  • Work with their agents to conduct sales presentations for prospects and leverage community partnerships to host events.
  • Create a lead pipeline through provider partnerships and personal network.
  • Work their agents to develop creative and compliant was to find and engage prospects.
  • Focus on improving average number of enrollments per agent and agency.
  • Carefully evaluate agent and agency performance focusing on key indicators like close ratio and lead pipeline, and disposition of any Clever Care provided leads or events.
  • Attend sales training and department sessions.
  • Lead, collaborate and execute on provider and community relations activities including event planning, execution, and tracking.
  • Produce regular campaign, event tracking, and weekly activity reports showing return on investments, key initiatives, and activities.
  • Carry out appropriate sales activity standards as directed by their manager.
  • Manage allocated agency co-op budgets, carefully evaluating agent/agency ROI for sales events, sponsorship activities, and key community events.
  • Maintain knowledge of compliance regulatory procedures and Medicare Marketing Guidelines to utilize in all functions, processes, and communication.
  • Other duties/tasks as assigned by supervisor.Qualifications:
    • Active California Life and Health Insurance License is required.
    • Valid driver's license, reliable transportation, and insurance required - mileage reimbursement.
    • Experience working with Insurance Agencies/Agents/ Field Marketing Organizations
    • Bilingual in Mandarin and Cantonese
    • Strong working knowledge of Medicare and Medicaid and other government health programs/ income assistance programs.
    • Experience working with senior citizens and low-income individuals.
    • Strong customer service.
    • Excellent communication and presentation skills.Clever Care Health Plan is proud to be an Equal Employment Opportunity and Affirmative Action workplace. Individuals seeking employment will receive consideration for employment without regard to race, color, national origin, religion, age, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender perception or identity, age, marital status, disability, protected veteran status or any other status protected by law. A background check is required.

Keywords: Clever Care Health Plan, Arcadia , Agency Account Executive (Bilingual Chinese), Other , Arcadia, California

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