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Medicare Broker Specialist

HMSA (Hawaii Medical Service Association) · Honolulu, Estados Unidos Da América · Hybrid

  • Junior
  • Escritório em Honolulu
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  1. Broker Management/Contracting:
    • Oversee broker agency and agent contracts, ensuring all licensing and regulatory requirements are met and documented.
    • Maintain and update broker records, including contact information, activation/suspension/termination data, and system access (e.g. unique IDs, security compliance)
    • Manage all agency post-execution contractual downstream deliverables for annual licensing, security, compliance/ethics, liability, et. al.
    • Manage broker compliance, including training assignments, proof of completion, and follow-up on untimely training.
    •  Coordinate monthly agency exclusion checks, and document results as required by CMS.
    • Maintain documentation of brokers' licensing, accesses, training, and compliance activities.
    • Communicate and resolve broker-related grievances within CMS timelines and maintain agent oversight documentation per CMS and sales management guidelines.
    • Ensure all agents are properly licensed and appointed prior to going live.
  2. Reporting/Analysis
    1. Collect, analyze, and report on broker activity and performance metrics, including broker compensation and sales data.
    2. Generate and distribute monthly reports on active brokers to relevant stakeholders.
    3. Support the Sales Reporting Analyst with compensation data and analytics to ensure timely and accurate broker payments.
    4. Coordinate the implementation and tracking of sales campaigns assigned to the broker channel, including prospect extract requirements, validation, distribution, Salesforce assignment/tracking and reporting as set by sales management.
  3. Broker Sales, Support, and Training
    • Coordinate and execute on sales campaigns and strategies to meet annual sales goals, including prospect extract requirements, validation, distribution, and reporting.
    • Respond to broker inquiries and issues, ensuring timely resolution and maintaining a high level of service and meeting SLA response times.
    • Manage inventory of agency and agent sales collateral and supplies. Coordinate and support broker requests for vendor tables and event/workshop participation.
    • Maintain a SharePoint site with current and previous year agency, agent, member, training, and sales materials.
    • Deliver broker training programs, ensuring compliance with organizational policies and regulatory requirements.
    • Assign and track annual and ad hoc HMSA compliance, sales, and product training; document completion and follow up on untimely training.
    • Revise and publish the Broker Policies and Procedures Manual annually, collecting attestations of receipt from brokers.
      Performs all other miscellaneous responsibilities and duties as assigned or directed.
 
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