Remote Lead Manager @ Bloom Insurance

Lead Manager

Position Overview:

Bloom, the insurance industry’s trusted growth partner, is seeking a strategic and results-driven Lead Manager to join our Medicare team. This leader will play a critical individual contributor role in managing and optimizing our lead funnel, ensuring that purchased leads are efficiently routed, actively monitored, and effectively converted by our agent teams. The ideal candidate is highly analytical, comfortable working cross-functionally, and experienced in Medicare or ACA lead performance optimization.

This role has an opportunity to make a massive impact with meaningful upside for a rapidly growing part of Bloom’s portfolio!

We are looking for an exceptional individual who can:

Lead Distribution & Routing

• Manage daily and intra-day lead routing to ensure timely and fair allocation across internal sales teams.
• Implement dynamic lead assignment strategies based on agent performance, licensing, availability, and compliance needs.

Performance Monitoring

• Track lead contact rates, conversion rates, cost per acquisition (CPA), and other KPIs across vendors, lead sources, and agent segments.
• Provide real-time feedback and reporting to sales leaders on lead utilization and outcomes.

Vendor & Budget Management

• Serve as the day-to-day point of contact for lead vendors, coordinating lead orders, pacing, and delivery cadence.
• Monitor lead budget spend and ensure alignment with ROI and CPA goals.
• Evaluate vendor performance and recommend renewals or changes to sourcing strategy.

Optimization & Strategy

• Partner with Sales, Marketing, and Compliance teams to test and refine lead campaigns and scripts.
• Recommend improvements to lead nurturing, follow-up cadence, and agent workflow to maximize performance.
• Identify underperforming lead segments, types and vendors, and implement corrective actions.

Technology & Tools

• Leverage lead management and CRM platforms (e.g., Five9, Salesforce, Velocify) to optimize delivery and tracking.
• Collaborate with IT/ops teams to build dashboards, reports, and automation workflows.

Qualifications:

• Bachelor degree in Marketing, Business Administration, Sales or other related field
• 5+ years’ experience in a lead management, performance marketing, or sales operations role
• Medicare Advantage experience is strongly preferred.
• Hands-on experience with CRMs, lead management tools, and dialers required
• Experience with captive or field Medicare sales channels preferred

Required Skills and Abilities

• Deep understanding of sales funnel metrics: CPL, CPA, contact rates, conversion rates, etc.
• Strong Excel and data analysis skills; familiarity with reporting platforms (Tableau, Looker, Power BI) is a plus.
• Ability to work independently while collaborating with multiple stakeholders (Sales, Compliance, Vendors).
• Excellent communication, time management, and organizational skills.
• Comfortable working in a fast-paced, seasonal, performance-driven environment.
• Preferred Qualifications
• Familiarity with lead compliance regulations (CMS, TCPA).
• Proven success managing six- or seven-figure lead budgets and multi-vendor portfolios.

What We Offer

Bloom operates with a people-first culture, which means listening to our employees to provide the benefits that mean the most to them. Our competitive compensation, comprehensive health coverage, long-term growth opportunities, and remote work environment are among the reasons that many of our employees have been with us since the beginning of our business. BeBloom™, our proprietary employee training and engagement program, helps you learn our business model and immerse yourself in everything our culture has to offer from day 1. From virtual live events to mentorship and leadership programs and employee-led councils, there are countless opportunities to get involved, build connections, and share your voice – because at Bloom, the real you belongs here.

Core Values:

1. Put People First: Uphold and promote a people-first culture within the organization, emphasizing empathy, kindness, and a commitment to making a positive difference.
2. Be Stronger Together: Embrace a team player mentality, leveraging the strengths of yourself and others to collaborate as one team.
3. Do What’s Right: Adhere to high ethical standards, acting with integrity to do what’s right for partners, customers, and colleagues.
4. Embrace a Growth Mindset: Embrace a culture of continuous learning, education, and professional development.
5. Drive Solutions: Demonstrate ingenuity and skill by sharing ideas and solutions that drive our mission forward.

About Bloom

Bloom is a third-party insurance services provider that partners with Medicare health plans to enable high-quality Medicare enrollment and drive earlier health plan activation. Founded in 2007, Bloom has partnered with national and regional payers to implement solutions for every step of the member journey, from telesales and quote & enroll to health activation outreach. Supported by its Ascend technology platform, Bloom produces closer connections and better outcomes for Medicare beneficiaries and health plan stakeholders to deliver High Value Enrollment.

Avoid Recruitment Fraud
Bloom corresponds with candidates via several communication channels including our secure online application portal. We may also correspond with candidates using email, phone call, or text message. We interview all candidates via phone and/or Microsoft Teams. At least one interview will always precede an offer of employment. We do not send offers of employment to candidates without prior communication.
Bloom does not request confidential banking information, such as checking or savings account numbers and routing numbers, prior to an offer of employment. We will never contact a candidate or potential candidate via email, text message, social media message, Venmo, or another digital payment service to send or request money. In addition, Bloom does not ask for personal-banking access credentials, such as usernames, PIN numbers, or passwords.
We urge all candidates to avoid recruitment fraud by ensuring any and all information you provide to our company is supplied via our secure online application portal. If you are unsure whether or not you are operating on our secure platform or uncertain as to whether or not a communication you’ve received has come from Bloom, please reach out to recruiter@bloominsurance.com.