Customer Success Agent Jobs in California

INTRODUCTION

Alignment Health is breaking the mold in conventional health care, committed to serving seniors and those who need it most: the chronically ill and frail. It takes an entire team of passionate and caring people, united in our mission to put the senior first. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment Health community. Working at Alignment Health provides an opportunity to do work that really matters, not only changing lives but saving them. Together.

This position is hybrid. Candidates must live in Orange, CA.

ROLE AND RESPONSIBILITIES

The Direct Agent Strategy & Recruitment Manager is responsible for driving the growth of the direct agent sales channel and reports to the Senior Vice President, Sales. This role develops and leads the direct channel recruitment strategy, including managing recruitment marketing vendor relationships, overseeing direct agent onboarding, guiding initial training and development, and partnering with sales leadership across all markets to activate, engage, and support direct agents.

Job Responsibilities:

• Achieve direct agent recruitment and engagement goals through development and oversight of direct agent recruitment strategy
• Build a simple and efficient direct agent onboarding process
• Manage direct agent recruitment vendors and overall execution of recruitment marketing tactics
• Work closely with sales market leaders (Regional Sales Directors, Regional Sales Managers & Broker Account Managers) to develop direct agent recruitment plans tailored to market needs and growth opportunities
• Monitor and report on direct agent recruitment activities, onboarding results, and engagement metrics
• Propose changes and enhancements to overall direct agent value proposition
• Build meaningful relationships with new and existing direct agents to promote meaningful transition of daily sales oversight at a sales market level
• Grow direct agent channel unique seller and average application across all sales markets
• Foster and communicate direct channel success proof points
• Provide consultative feedback around competitive landscape and SWOT with sales leadership team
• Proactively manage DER outlier direct channel agents across all sales markets in coordination with local sales leadership
• Identify, measure, and evaluate direct channel agents with largest books-of-business to increase retention rates and persistency
• Other duties and projects not listed above

Supervisory Responsibilities:

Oversees assigned staff. Responsibilities include recruiting, selecting, orienting, and training directly contracted independent agents, coordinating and assigning action plans, planning, monitoring, measurement, and appraising job results, coaching with internal matrix co-workers, counseling, coaching, and performance management with direct agents and internal matrix co-workers.

Job Requirements

Experience:

Required:

• 5 – 8 years of relevant experience. Strong knowledge and understanding of the CMS Marketing Guidelines.
• Minimum of 2 years general sales experience, clinical outreach, or community outreach

Preferred:

• Minimum of 2 years of general sales or marketing strategy experience
• Minimum of 2 years of people-management experience
• Medicare knowledge and/or health insurance background preferred
• Experience in talent acquisition, recruitment marketing, or agent/broker recruiting strongly preferred
• Experience designing or improving onboarding programs or recruitment processes
• Experience partnering with sales leadership or supporting sales-driven organizations
• Experience managing external vendors, agencies, or third-party partners

Education:

Required:

Preferred: Bachelor’s degree preferred

Training:

Required: AHIP and Medicare carrier annual certification

Preferred:

Specialized Skills:

• Extremely organized, detail driven and a self-starter.
• An innovative and effective leader with the ability to motivate direct team, community affiliates, and influence relationships.
• Strong analytical skills with experience using data to drive decisions and report performance.
• Excellent public speaking and presentation skills.
• Strong relationship-building and stakeholder management skills.
• Ability to influence without authority across multiple markets.
• Exceptional computer skills (Word, Excel and PowerPoint).

Licensure:

Required: Current and active life insurance license within respective selling state

Essential Physical Functions:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms.

2. The employee frequently lifts and/or moves up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

COMPENSATION

Pay Range: $113,332.00 - $169,999.00
Pay range may be based on a number of factors including market location, education, responsibilities, experience, etc.

Alignment Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity, or sexual orientation.

DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at https://reportfraud.ftc.gov/#. If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email careers@ahcusa.com.