Broker Channel Rep

| Remote
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Our health system is broken, and it’s a huge problem. Costs are rising out of control while the patient experience gets worse. At Sana, we're passionate about fixing this problem by bringing accessible and affordable health plans to small and medium businesses. We've built an innovative team with top talent from across the health insurance and tech industries to create engaging, modern plans for our clients. This allows our customers to offer competitive benefits packages while paying an average of 20% less than traditional plans.

We are looking for a passionate, hard-working, highly motivated, and skilled sales person to join the sales department in what will be a new dedicated channel. In this role, you will be responsible for generating new business sales volume through third party licensed agents. This role is the first of a new channel for Sana so aside from generating sales and new clients you will be helping build the framework of what this role and department will be as we continue to grow in the future. You’ll be joining a talented, experienced team and be a part of building something special from the ground up.

What you will do

  • Generate small group (5-200 employees) new business proposals through both the agent network you build via outbound dialing and inbound broker leads
  • Accountable for making cold sales calls into health insurance brokerages to generate new relationships and and new proposals 
  • Develop processes to improve the conversion and working relationship with brokers 
  • Actively utilize our CRM (salesforce) sales tracking system to validate and record sales calls, quotes, and recruited agents
  • Evaluate agent performance and continually recruit agents to fill the sales pipeline
  • Work closely with underwriting to produce rates. This could include collecting and sharing census data and claims information
  • Educate both brokers and their clients on Sana's offerings and value through remote presentations
  • Work with internal stakeholders to determine optimal commission structure / partnership structure as we scale
  • Prospect for potential agents from referrals, references, or industry listings
  • Provide guidance to agents in developing selling strategies to obtain new business
  • Manage agent relationships regarding perceived problems with underwriting, rate increases, and company decisions impacting an agent’s clients
  • Provide timely communication to agents on product offerings, network changes, rate changes and plan design

About you

  • Bachelor Degree or equivalent education, training and work-related experience
  • Must be licensed to sell medical benefits 
  • Experience working with insurance brokers
  • Salesforce experience is a big plus  
  • 5+ years of sales related experience
  • Strong understanding of level funding
  • Must possess excellent verbal and written communication skills
  • Creative thinking and problem solving skills
  • Experience selling over the phone with a high volume of calls 
  • Ability to adapt to new situations and learn quickly
  • Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines
  • High degree of initiative, mature judgment, and self-motivation
  • Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within the organization


  • Competitive salary
  • Stock options 
  • Flexible vacation
  • Medical dental and vision
  • Insurance 401k
  • Parental leave
  • Wellness program
  • Opportunity for career growth
  • Dynamic start-up environment

About Sana

Sana is a modern health plan solution for small and medium businesses. We use a more efficient financing structure and integrated technology solutions to cut out wasteful spending and get members access to better quality care at lower cost. Founded in 2017, we are an experienced team of engineers, designers and health system operators. We have the financial backing of Silicon Valley venture firms and innovative reinsurance partners. If you are excited about building something new and being a part of fixing our broken healthcare system from the inside, please reach out!

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