Performance Development Manager

Coverage Insurance Experts that guide you from enrollment to peace of mind!

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become part of a forward-thinking, customer-focused culture that invests in your growth, supports your

well-being, and empowers you to make a meaningful impact on people’s everyday lives.

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today and discover why Catch Coverage is shaping the future of Insurance.

Job Position: Performance Development Manager

Job Location: Clearwater, FL In Office

PURPOSE OF THE JOB:

The Performance Development Manager delivers live, virtual, and self-paced training on Medicare Advantage, Medicare Supplement, Part D products, Auto, Pet ACA and Ancillary products, guiding agents from onboarding through CMS and carrier certification. This role leads AHIP and certification prep, runs role-play and mock-call exercises, and monitors live and recorded calls to coach agents in real time. The position maintains and updates training curriculum for annual CMS and carrier changes, leads AEP/OEP readiness training, and tracks attendance, certification, and completion records in the LMS to keep training compliant and audit-ready.

Duties/Responsibilities:

• Deliver live, virtual, and self-paced training sessions covering Medicare Advantage, Medicare Supplement, Part D products, Auto, Pet, ACA and Ancillary insurance plans, and sales processes.

• Facilitate new-hire onboarding and certification training, guiding agents from initial hire through CMS and carrier certification readiness.

• Teach and reinforce compliant sales practices, required disclosures, and CMS marketing guidelines during every training session.

• Lead AHIP and carrier-specific certification prep, tracking individual agent completion and readiness ahead of deadlines.

• Conduct role-play, mock calls, and scenario-based exercises to build agent confidence and product knowledge.

• Monitor live and recorded calls to identify coaching opportunities and reinforce training concepts in real time.

• Provide one-on-one and small-group coaching to agents who need additional support or are struggling to meet performance benchmarks.

• Administer knowledge checks, quizzes, and certification assessments, and follow up on any gaps identified.

• Update and maintain training curriculum, presentations, job aids, and scripts to reflect annual CMS guideline changes and carrier plan updates.

• Prepare and deliver Annual Enrollment Period (AEP) and Open Enrollment Period (OEP) readiness training on a set timeline each year.

• Gather feedback from trainees and trainers to continuously refine training content and delivery methods.

• Maintain accurate attendance, certification, and completion records within the Learning Management System (LMS).

• Collaborate with compliance and sales leadership to ensure training content stays current and audit-ready.

• Stay current on CMS regulations, carrier requirements, and Medicare industry changes to keep training content accurate.

• Perform other duties as assigned.