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Business Development Manager – CA OPEN

Business Development Manager

Business Development Manager – CA

Job description

SBHIS Insurance Services is an insurance agency dedicated exclusively to helping Medicare beneficiaries find the plan that best suits their needs, all of our services are free of charge. Our company’s mission is simple, we believe in “Making Medicare Easier,” and everything we do revolves around this. Our company’s core values require that we treat everyone with care and integrity. Our values support a culture that is innovative, diverse, and quickly adapts to change. We are looking for a BDM in the Los Angeles area.

The Business Development Manager is responsible for increasing the sales revenue in the Counties they oversee. BDM is to grow and maintain relationships with medical groups and primary care physicians. The relationships built by the BDM become lead sources for agents. BDM is actively developing the territory to develop new business opportunities.

BDM manages all activities associated with the broker channel, including but not limited to, recruitment, training, compliance oversight, sales, member retention and marketing. In addition, works collectively with agents and supports the team’s efforts while achieving customer satisfaction, increased revenue, and achieving long-term goals in line with company vision and values

Key Duties and Responsibilities

Delivers SBHIS’s Value Proposition to the sales and broker team in assigned market.

Provides oversight of compliance metrics to ensure compliant broker behavior and enrollments.

Develop, grow and maintain relationships with medical groups, providers and community contacts.

Ensures team is meeting & exceeding corporate objectives for compliance (Early Cancellations, Rapid Disenrollment).

Recruit, staff, trains and develop sales force in assigned territory

Create enrollment/ lead generation opportunities for agents with new and existing business partners.

Work with management to develop a business plans with proven sales strategies for the territory to assure that the team meets its goals

Conduct weekly sales meetings

Maintains contact with all Agents in the market area to ensure high levels of satisfaction

Drive sales and agents teams to maximize new membership enrollment

Maintains sales volume and profitability by keeping current with industry trends, lead generation initiatives, and report analysis.

Ensure positive and effective relationships are established and maintained with partners, customers, employees and sales agents.

Comply with Medicare, Medical, and state sales, marketing and enrollment requirements

Performs other duties as assigned.

Education & Experience:

  • Bachelor’s degree preferred
  • 3 – 5 years of sales experience in the industry
  • Preferred knowledge in Medicare
  • Must have clean driving record required

Knowledge, Skills & Abilities:

  • Excellent customer service skills and aptitude for working collaboratively with agents, Medical groups and healthcare providers
  • Knowledge of healthcare industry
  • Self-starter with high degree of drive, initiative, and follow through to meet deadlines
  • Skilled at multi-tasking and communicating in a team environment
  • Proficient in Microsoft Office and Excel
  • Daily travel within assigned territory

Job Type: Full-time

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    Community Outreach Specialist – AZOPEN

    SBHIS-COMMUNITY-OUTREACH-SPEACIALIST

    Community Outreach Specialist – AZ

    SBHIS Medicare Solutions is an insurance agency dedicated exclusively to helping Medicare beneficiaries find the plan that best suits their needs. All of our services are free of charge. Our company’s mission is simple, we believe in “Making Medicare Easier,” and everything we do revolves around this. Our company’s core values require that we treat everyone with care and integrity. Our values support a culture that is innovative, diverse, and quickly adapts to change.

    Our Outreach team plays a crucial role in reaching out to Medicare seniors in the community to promote client growth, and Community Relationship Specialist are an integral part of this team. One of the key responsibilities of a Growth and Community Engagement is to build and nurture relationships with community leaders to facilitate engagement with Medicare-eligible seniors. This requires a high degree of flexibility, creativity, teamwork, and problem-solving skills to be effective.

    In addition to engaging community leaders, Community Relationship Specialist are responsible for establishing and maintaining mutually beneficial relationships with local organizations. They also work to promote SBHIS Medicare Solutions to eligible seniors by connecting with people who are important to our Medicare population. To accomplish these goals, Community Relationship Specialist need to be skilled at marketing and adept at building and nurturing relationships

    Visit 20 to 30 offices a week to develop and maintain relationships

    Develops and maintains relationships with Doctors, Medical groups and the Community

    The task at hand is to conduct research and gain a comprehensive understanding of the influencer and community partner network in your specific market Serve as a liaison between SBHIS Medicare Solutions and local providers

    The job involves prospecting and making cold calls to businesses within your designated territory, including but not limited to senior buildings, libraries, churches, senior groups, and other similar entities

    The primary objective is to impact prospect acquisition and lead generation targets for each center within your assigned territory by utilizing community relationships to engage with Medicare seniors

    Collaborating with community leaders to identify potential avenues for expanding and developing new channels of client growth

    Coordinating all aspects of the events, both internally and externally, to ensure that they are captivating, attract significant participation, and effectively generate leads

    Generate leads in order to assist the Sales Team to reach and accomplish the monthly enrollments goal

    Event Planning:

    Creating and overseeing a calendar of events, covering a period of at least six weeks, in collaboration with local community leaders within the assigned territory

    Coordinating all aspects of the events, both internally and externally, to ensure that they are captivating, attract significant participation, and effectively generate leads

    Clearly communicating the goals, strategies, and expectations for each event with the Business Development Director and Managers

    Ensures all events, activities, communication, materials, media, promotions, etc. meet corporate and CMS rules and regulations

    Assists in preparation of all marketing and education events, activities and all presentations to eligible partners and provider partners, etc

    Sales:

    Proactively collaborating with local community leaders to create community outreach opportunities and increase field account engagement

    Keeping abreast of internal sales system knowledge and marketing programs by attending scheduled meetings to learn about new services, workstreams, and initiatives

    Planning lead generation and community engagement activities at least two weeks in advance to effectively develop and maintain a lead pipeline

    Continually monitors activities of health industry competitors and provides information to management

    Work with agent leader to place agents in provider offices and maintain the relationship to ensure positive results

    Assists in preparation of all marketing and education events, activities and all presentations to eligible partners and provider partners, etc.

    Schedule and attend providers in-service and IPA’s meetings and track all visits and activities

    Coordinating with the Business Development Director to establish and sustain relationships with the agents

    The primary objective is to impact prospect acquisition and lead generation targets for each center within your assigned territory by utilizing community relationships to engage with Medicare seniors

    Assumes other responsibilities as required or requested by upper management

    Job Type: Full-time

    Salary: $20.00 – $25.00 per hour

    Benefits:
    Paid time off
    Vacation
    Sick paid

    Shift:
    8 hour shift
    Weekly day range:

    Monday to Friday
    Weekend availability

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      Accounts payable -Receivable Assistant – CA OPEN

      accounts PAYABLE

      Accounts Payable-Receivable Assistant – CA

      SBHIS Insurance Services is an insurance agency dedicated exclusively to helping Medicare beneficiaries find the plan that best suits their needs, all of our services are free of charge. Our company’s mission is simple, we believe in “Making Medicare Easier” and everything we do revolves around this. Our company’s core values require that we treat everyone with care and integrity. Our values support a culture that is innovative, diverse and quickly adapts to change.

      Full Time multi-tasking, dependable, detail oriented and organized Accounts Payable-Receivable Assistant needed to keep records and reconcile accounts. The qualified candidate will have strong quantitative and interpersonal skills, as well as proficiency in accounting functions and software programs (QuickBooks). We’re looking for a team player with a keen interest in growing within the company. Since our business environment is always changing, a willingness to learn and the ability to adapt are essential.

      Duties and Responsibilities:

      • Updating and maintaining records of expenditures
      • Sending out payments for company credit cards
      • Responding to vendor invoices
      • Ensuring that all payments are made in accordance with company policy
      • Ensuring that all payments are sent on time
      • Resolving payment discrepancies and disputes on behalf of the company
      • Preparing and mailing invoices to customers
      • Posting payments to customer accounts
      • Organizing and filing deposit receipts as invoices are paid
      • Preparing reports on delinquent accounts and customer payment profiles
      • Reconciling cash receipts and deposits
      • Analyzing financial records for accuracy
      • Using bookkeeping databases, spreadsheets and software (QuickBooks)
      • Maintaining highest ethical practices and protecting valuable company/customer information

      Skills and Qualifications:

      • At least 3 to 5 years of experience in data entry, a/r and a/p, and bookkeeping experience preferably
      • Competency in MS Office (Excel emphasis), databases and accounting software
      • Hands-on experience with spreadsheets (creating, proofing and updating)
      • Accuracy and attention to detail
      • Ability to perform filing and record keeping tasks
      • Data entry and word processing skills
      • Well organized and self-motivated

      · High level of integrity and trustworthiness

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        Accounting Clerk position – CA OPEN

        Accounting Clerk

        Accounting Clerk – CA

        SBHIS is an insurance agency that specializes in helping people with Medicare find the plan that best suits their needs. We believe that having the right plan to go along with Medicare may be one of the most important decisions a Medicare eligible individual has to make. We apply our mission in all we do and that is “to care, simplify, educate and provide options for Medicare Beneficiaries.”

        Accounting Clerk will have a positive and professional attitude and be able to work with minimal supervision. Candidate must take initiative, accept responsibility, and be flexible/ adaptive to a fast-paced environment. This is an exciting and challenging opportunity for a hard-working, motivated, goal oriented individual with administrative experience.

        SUMMARY: Provides accounting and clerical assistance to accounting department.

        DUTIES AND RESPONSIBILITIES:

        • Maintains accounting department files and records.
        • Enters information into accounting data entry system.
        • Verifies and prepares checks for mailing.
        • Researches problem invoices; interfaces with vendors, customer service team, and other appropriate staff to reconcile.
        • Prepares and posts deposits; balances deposits on bank statements.
        • Prepares invoices, checks and other records and reviews for accuracy.
        • Logs, posts, and balances petty cash.
        • Answers, screens, and directs incoming telephone calls.
        • Sorts and distributes internal and external mail.
        • Performs general clerical duties including but not limited to filing, photocopying, faxing, typing, and mailing.
        • Assists with special accounting projects as needed.
        • Performs other related duties as assigned by management.

        QUALIFICATIONS:

        • High School or equivalent combination of one year of clerical experience.
        • Demonstrated ability to calculate figures and amounts.
        • QuickBooks (Preferred)
        • Acute attention to detail.
        • Strong organizational skills.
        • Commitment to excellence and high standards.
        • Excellent written and verbal communication skills.
        • Ability to understand and follow written and verbal instructions.
        • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.

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