Company Overview

Keystone Advisors is a full-service marketing company aligned with Top Health Insurance Carriers to provide our partners and clients with a broad and competitive portfolio of Insurance Options. We have over 20 years’ experience in Insurance marketing while serving our local communities with Medicare, Individual, Group Health, Life, and Annuity products. The foundation of the company and its employees lies in our core values: Customer service, integrity, compassion, tenacity, & being a collaborator.

Job Summary

The Broker Account Manager maintains relationships between Keystone Advisors and the broker community. This position promotes overall market visibility, broker performance and growth of Keystone Advisors.

Duties and Responsibilities

  • Manage relationship of all brokers/agents in territory. Identify and engage low producing brokers, contract, and certify new brokers, encourage high producing brokers.
  • Organize and conduct annual and ongoing trainings for agencies and brokers, virtual or in person.
  • Coordinate activities, organize events, and educate the community about Keystone Advisors
  • Attend and be involved in industry related organizations to promote Keystone Advisors
  • Secret shopping of brokers to ensure they are acting compliantly.
  • Receive incoming and place outgoing broker calls.
  • Assist Broker Support with reconciling applications that are pending for brokers in the territory.
  • Organize broker social outings: lunches, dinners, movies, bowling etc.
  • Liaison between outside brokers and all internal departments
  • Establish and maintain consistent and strong relationships with provider offices for enrollment opportunities.
  • Assist with organizational and operational strategies to better service the brokers.
  • Assist and coordinate special projects as assigned or directed.
  • Ability to build and foster strong working relationships resulting in positive interactions and increased membership.
  • Maintain strong working knowledge of Medicare concepts, multiple plan benefit packages, including but not limited to eligibility requirements and enrollment procedures.
  • Strong written and verbal communication skills with ability to present to a wide variety of audiences (brokers, seniors, PCP's)
  • Manage time efficiently, prioritize workload and multi-task when required.
  • Present self in a professional and positive demeanor when communicating with others.
  • Ability to proactively identify potential issues or concerns and resolve or escalate quickly in order to mitigate risk.
  • Possess generous enthusiasm and commitment to fulfilling job requirements and embracing continual process improvements.
  • Bilingual skills are a required.
  • Minimum high school diploma or equivalent, Bachelor's degree preferred.
  • Minimum 5-year experience working in a Medicare Advantage program interacting with Agencies and brokers.
  • Must have independent and reliable transportation to work at primary and satellite office locations or off-site broker locations and community/marketing events.
  • Proficient with PC computer and Microsoft software products (Excel, Word, and PowerPoint).
  • Physical requirements: must occasionally lift and/or move up to 30 pounds.

Qualifications

  • Bilingual skills are a required.
  • Minimum high school diploma or equivalent, Bachelor's degree preferred.
  • Minimum 5-year experience working in a Medicare Advantage program interacting with Agencies and brokers.
  • Must have independent and reliable transportation to work at primary and satellite office locations or off-site broker locations and community/marketing events.
  • Proficient with PC computer and Microsoft software products (Excel, Word, and PowerPoint).
  • Physical requirements: must occasionally lift and/or move up to 30 pounds.