Medicare Account Executive

EOE Statement:
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Description

Why Smith Brothers Insurance Needs You

We are seeking a licensed and experienced Medicare agent to help clients navigate the complex world of Medicare. You will work with clients to provide plan options to meet their healthcare needs and guide them through the enrollment process. As baby boomers turn 65 in the next decade, Medicare enrollment will continue to grow and is projected to reach 80 million in 2030.

Our ideal candidate will bring strong sales skills, excellent communication skills, the ability to analyze client needs and recommend appropriate solutions, and strong time management and prioritization skills.

Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services.

You’ll bring a deep desire to leverage your skills to help us continue to grow and make others around you better. If you want to be part of a collaborative process with team members who look out for each other and are focused on growth and sustainability, this is an opportunity for us to talk.

Primary Job Responsibilities

• Take on a mature book of business and grow it with marketing, networking, and sales skills.
• Communicate effectively with clients to understand needs.
• Analyze client information to provide insurance sales solutions.
• Engage in outside sales activities to attract new clients.
• Quote and evaluate Medicare insurance lines of business.
• Conduct Medicare sales presentations.
• Provide health provider network and pharmacy formulary support for book of business.
• Provide exceptional service to clients in accordance with our service standards.
• Prepare prospective client cost analysis.
• Maintain client records and demographics within our agency management system.
• Process tasks/activities to organize and track business.
• Establish and maintain a positive working relationship with all clients, both internal and external.
• Work on projects and other work as assigned.
• Make recommendations on how to improve workflows and procedures to aid efficiency.
• Ensure compliance with all processes and maintain confidentiality at all times.
• Participate in internal learning and development sessions.
• Stay relevant in role and updated on industry trends and best practices of team member engagement.
• Maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols.
• Ultimately, our ideal candidate will believe in Smith Brothers’ purpose, values, and standards, and be willing to work collaboratively with their teammates to drive value to all our stakeholders.

Desired Skills

• Experienced in Medicare sales and service with proven record of building and servicing book of business.
• Deep knowledge and experience in navigating constantly changing CMS rules and procedures.
• Ability to handle client changes in specified time frame for Annual Enrollment Period.
• Ability to create opportunities and close business outside of AEP windows.
• Ability to make independent decisions, research/analyze problems, and develop solutions to provide outstanding customer experience and support our team goals.
• Excellent listening and communication skills to uncover client needs, troubleshoot, and handle conflicts.
• Exceptional organizational skills, attention to detail, follows agency procedures, and thoroughness in all documentation.
• Ability to work successfully and professionally with stakeholders at all levels.
• Ability to demonstrate emotional intelligence and calmness in stressful situations.
• Ability to resolve conflicts and work towards win/win outcomes.
• Strong collaboration and teamwork skills.
• Ability to manage shifting and/or competing priorities…