MyPlanAdvocate

Financial Planning and Analysis

• Own the monthly close process in partnership with internal and external accounting teams; ensure accuracy, timeliness, and compliance.
• Strengthening financial controls, reconciliation processes, and documentation.
• Manage AR/AP, vendor payments, and customer invoicing processes.
• Build and maintain financial models for revenue, margin, and cash flow forecasting.
• Partner with media and operations teams to analyze ROI on paid traffic and optimize spend.
• Heavy analysis on data science and rigorous, data first approach to working with the business.
• Develop reporting that provides actionable insights for leadership and the board.
• Support working capital management, including media spend vs. receivables timing.
• Assist VP of Finance with scenario modeling, board materials, and lender reporting.
• Drive budgeting process and provide variance analysis vs. actuals.
• Help evaluate growth opportunities, partnerships, and new business lines.
• Manage and mentor a small but growing finance team.
• Improve finance systems and processes, ensuring scalability and SOC 2 alignment where required.
• Partner cross-functionally with the GM, CTO/CPO, and external stakeholders to ensure alignment between finance and operations.

Director of Finance

Compliance

• Own all Medicare advertising submissions through the CMS Health Plan Management System (HPMS), including file & use and prior approval filings for MA, MAPD, and PDP materials
• Submit and manage advertising materials through each contracted carrier’s co-op advertising portal or designated advertising review process
• Track every filing from initial submission through final disposition—maintaining records of submission dates, carrier/CMS response dates, approval status, objections received, corrections made, and final approval confirmation
• Respond to carrier and CMS objections promptly, coordinating corrected materials with internal staff and resubmitting within required timeframes
• Monitor HPMS filing calendars, carrier advertising deadlines, and material expiration dates; initiate renewals and withdrawals proactively
• Maintain a master advertising filing log covering all active, pending, approved, expired, and withdrawn materials across all carriers and plan types
• Review all agency-produced advertising content against CMS Medicare Marketing Guidelines (MMG) before submission, including for example: direct mail pieces, print ads, digital display, paid social, email campaigns, radio/TV scripts, websites, landing pages, and sales event invitations
• Identify non-compliant content (e.g., misleading benefit representations, prohibited comparisons, unauthorized use of Medicare or government seals, impermissible inducements, missing required disclosures, etc.) and direct corrections before any material is filed or published
• Apply and verify all required disclaimers, co-branding requirements, and plan-specific benefit disclosure standards
• Review other insurance (e.g., Medicare Supplement) advertising for compliance with applicable NAIC model standards and state-specific advertising regulations
• Serve as the final compliance sign-off before any advertising asset is submitted to a carrier or CMS, or released for publication
• Monitor CMS HPMS memos, Annual Marketing Review releases, and Medicare Marketing Guideline updates throughout the plan year; translate changes into clear, actionable guidance for agency staff and producers
• Maintain an up-to-date reference library of advertising guidelines, required disclaimers, approved language, and plan-specific advertising rules for each contracted carrier (e.g., MA, MAPD, PDP, and Medicare Supplement)
• Advise producers and agency leadership on what advertising content is and is not permissible under current CMS rules and carrier requirements
• Support the agency’s response to carrier compliance audits, CMS oversight inquiries, and state Department of Insurance advertising reviews
• Develop and maintain written SOPs for the advertising material lifecycle, from internal review through carrier/CMS submission, approval, publication, expiration, and withdrawal
• Build and maintain filing documentation that would satisfy a carrier audit or CMS review at any point in the year
• Report advertising compliance activity, filing volumes, approval rates, and outstanding items to agency leadership on a regular basis
• Identify recurring content errors or process gaps and recommend corrections to prevent compliance exposure.

Medicare Compliance, Advertising Filing Specialist

Insurance

• Consistently submit quality applications that effectuate, contribute to accretive growth, and maintain 90-day retention.
• Receive inbound calls from customers seeking information and guidance on health insurance options for the states you are licensed in.
• Engage in outbound sales calls to reach potential customers and introduce them to a variety of health insurance plans.
• Assess customer needs and recommend suitable health insurance plans based on their individual requirements and preferences.
• Enroll prospects in selected health insurance plans, ensuring a seamless and efficient enrollment process.
• Effectively quote, present, and close sales, demonstrating strong communication skills and the ability to overcome objections.
• Maintain consistent follow-up with prospects by making outbound calls to provide updates, address concerns, and close pending sales opportunities.
• Prioritize customer satisfaction by providing exceptional service, addressing inquiries promptly, and resolving issues efficiently.
• Receive and adhere to coaching from sales leadership.
• Comply with CMS standards while also understanding and adhering to CMS standards.
• Achieve daily, weekly, monthly, and annual sales and productivity goals.
• Maintain accurate customer records in the CRM system, providing concise summaries of interactions.
• Demonstrate proficiency in using desktop computers, including Office applications such as Microsoft O365, web browsing tools, and other company software.
• Perform additional duties as assigned by the Sales Manager.

Licensed Health Insurance Agent

Business Analyst

• Own and manage an individual caseload of in-process Medicare insurance applications by:
• Monitoring the statuses of submitted policies via insurance carrier reporting
• Communicating possible hindrances like the need for additional information, rejected applications, etc. to the enrolling advocate to fulfill needs or correct information
• Updating policy statuses in Salesforce
• Advocating for enrolling members with insurance carriers
• Develop a deep understanding of all carrier workflows, application processes, and internal and external systems necessary to accomplish your responsibilities (CRM, carrier back-office platforms and reporting, etc.)
• Collaborate cross-functionally with other internal teams (Sales, Quality Assurance, Training, etc.) to ensure a seamless and transparent enrolling member experience and improve our overall processes
• Build out, regularly update, and communicate the results of reporting that reflect our book of business.

Case Management Analyst

Data Scientist

• Own analytical problem-solving within a core Mission (Acquire, Convert, or Retain), proactively identifying the highest-impact opportunities.
• Translate ambiguous business goals into structured problem statements, hypotheses, and test plans.
• Conduct deep-dive funnel analysis across marketing, sales, operations, product, and compliance systems.
• Identify margin expansion, conversion optimization, and cost efficiency levers.
• Partner with leaders across Growth, Sales, Marketing, Product, Engineering, Operations, and Agency teams to drive implementation — not just insights.
• Design scalable experimentation and measurement frameworks (not one-off analyses).
• Leverage AI tools to accelerate modeling, root-cause analysis, scenario planning, and operational automation.
• Build and maintain analytical assets that inform executive decision-making.
• Present clear, executive-ready recommendations tied to measurable business outcomes.

Senior Strategy & Analytics Lead – AI-Driven Growth

Performance Marketing

• Own end-to-end performance of native acquisition channels, driving profitable growth across Insurance products with clear accountability to revenue and margin targets.
• Scale spend efficiently while improving core KPIs (CPL, RPC, CPA, ROI) and maintaining strict compliance standards.
• Identify and unlock new revenue opportunities through strategic testing of audiences, publishers, ad formats, and creative frameworks.
• Translate complex datasets into actionable insights that materially improve performance and competitive advantage.
• Diagnose performance bottlenecks through root-cause analysis and implement high-impact optimizations across targeting, bidding, creative, and funnel strategy.
• Build scalable reporting frameworks and dashboards that enable faster, smarter decision-making across the team.
• Leverage automation, tracking infrastructure, and emerging technologies to create operational leverage and drive efficiency.
• Develop differentiated campaign angles and positioning tailored to the Medicare audience that improve click quality and downstream conversion value.
• Partner cross-functionally to align media strategy, creative execution, and compliance requirements into a cohesive growth engine.
• Stay ahead of regulatory changes, platform policies, and competitive dynamics to proactively adapt strategy.
• Build repeatable acquisition playbooks that turn successful tests into scalable, durable revenue streams.

Performance Marketing Manager – Native Advertising

• Launch, manage, and scale YouTube video, Display & Search campaigns (GDN, DV360, other DSPs) with a focus on lead generation KPIs (CPL, RPC, CPA, ROI)
• Build and manage audience targeting (demographics, custom intent, retargeting, lookalikes)
• Partner with design/creative teams to develop ad creatives, video storyboards, thumbnails, and CTAs optimized for click-through and conversion
• Set up tracking links, pixels, and postbacks to ensure proper attribution across click and call funnels
• Monitor campaigns daily and optimize for click quality, conversion rates, and profitability
• Adjust budgets, bids, placements, and targeting strategies based on partner feedback and performance data
• Test multiple ad angles (headline, imagery, hooks) and run multivariate creative tests
• Deliver weekly performance reporting with insights, wins, and recommendations
• Ensure ads, landing pages, and funnels meet carrier, CMS, and platform compliance standards
• Work with internal compliance/legal teams to get approvals on creatives before launch
• Maintain call and click routing accuracy to align with carrier/state requirements
• Scale spend profitably while balancing margin targets vs. volume goals
• Explore new publishers, ad formats, and placements
• Build repeatable playbooks for lead generation
• Stay current on Google Ads policies, insurance category restrictions, and competitor strategies

Senior Performance Marketing Analyst

• Maintain deep understanding of CMS guidelines and other regulatory requirements impacting the sales and marketing of Medicare and related health insurance products.
• Prepare, review, and file required marketing materials and documents in HPMS within mandated timelines.
• Ensure continual development, implementation, and management of the organization’s compliance program, ensuring adherence to relevant laws, regulations, and contract standards.
• Provide guidance and actionable summaries of CMS updates and Code of Federal Regulations (CFR) changes.
• Manage / conduct audits of marketing materials and internal processes to identify and mitigate compliance risks.
• Manage and perform ongoing compliance monitoring to ensure accuracy, timeliness, and adherence to procedures.
• Develop and refine Standard Operating Procedures (SOPs) and analyze key performance indicators to measure compliance effectiveness.
• Lead process improvement initiatives to enhance compliance outcomes and operational efficiency.
• Partner with Marketing, Legal, and Operations teams to ensure regulatory compliance throughout campaign development and execution.
• Provide training, tools, and clear regulatory updates to internal teams to foster a culture of compliance and accountability.
• Partner with Training and Sales leaders to ensure compliance education is embedded into onboarding, ongoing training, and remediation workflows.