Program Manager, Broker Management

Program Manager, Broker Management

Join to apply for the Program Manager, Broker Management role at Cal Optima
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We are a mission driven community-based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all.

• 85% - Program Support
  • Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.
  • Ensures strategic direction of broker and agent strategy is in line with department goals and Cal Optima Health’s strategic priorities.
  • Makes moderate to significant improvements of processes to enhance the performance of broker management.
  • Develops and maintains reports to document broker performance and ensures brokers are meeting sales performance requirements.
  • Ensures compliance with all company, Center for Medicare & Medicaid Services (CMS) and state Medi-Cal outreach regulations.
  • Monitors, analyzes and reports on health care marketplace conditions, marketplace competitors and policy developments/changes.
  • Conducts analysis and assesses information from different sources focused on health care initiatives, new programs or focus areas as assigned.
  • Develops an initial workplan for assigned projects and activities, and manages the scope, schedule, budget and quality of the project.
  • Develops workflows, key performance indicator (KPI) dashboards, procedures and/or policies and recommends changes to ensure timely, efficient and effective outputs of assigned agents and FMOs.
  • Develops specifications and/or scopes of work for requests for community activities and lead generation partnerships with agents and FMOs.
  • Drafts presentations and provides reports to support broker training and education, and field activities.
  • Attends and supports agents at community events and lead generation activities.
  • Supports project workgroup activities.
• 10% - Administrative Support
  • Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department.
  • Assists, shares knowledge with and mentors Cal Optima Health staff regarding standards, organizational understanding and relationship building to promote successful delivery of projects.
  • Documents agent activity into Cal Optima Health’s broker customer relationship management (CRM) system.
  • Assists management with strategic programs and pilots for the department.
  • Supports the day-to-day team administrative activities.
• 5% - Other
  • Completes other projects and duties as assigned.

• Bachelor’s degree in public health, business, health care administration or related field PLUS 3 years of experience working in a sales role within health care programs is required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying.

• Experience in broker management.
• Managed care operations experience.
• 2 years of experience and aptitude for working in a highly matrixed, mission-driven organization.

• California Department of Insurance License.

• Develop rapport and establish and maintain effective working relationships with Cal Optima Health’s leadership and staff and external contacts at all levels and with diverse backgrounds.
• Work independently and exercise sound judgment.
• Communicate clearly and concisely, both orally and in writing.
• Work a flexible schedule; available to participate in evening and weekend events.
• Organize, be analytical, problem-solve and possess project management skills.
• Work in a fast‑paced environment and in an efficient manner.
• Manage multiple projects and identify opportunities for internal and external collaboration.
• Motivate and lead multi-program teams and external committees/coalitions.
• Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific…