Sales Consultant-Medicare and Individual- Ohio

Sales Consultant-Medicare and Individual
- Ohio

Westerville, OH, US

3 days ago Requisition

Salary Range: $71,250.00 To $95,000.00 Annually

Medicare and Individual Sales Consultant

Warner Pacific – Ohio

Warner Pacific Insurance Services is a full-service general agency that provides insurance agents with sales assistance, innovative technology and back-office support — the tools you need to grow your business in a rapidly changing marketplace. With strong leadership and a focus on building and deepening our relationships, we have become a top-producing general agency for many of the nation’s largest insurance carriers.

The Individual and Medicare Sales Consultant is responsible for achieving sales goals for both Medicare and Individual. The Medicare Sales responsibilities will be accomplished through the acquisition of Medicare broker appointments and certifications using effective sales techniques to engage and support Medicare insurance brokers. Under minimal supervision the Medicare and Individual Sales Consultant primary duties may include yet not limited to:
Maintaining FMO and carrier relationships at all levels as it relates to Medicare and Individual. Goal setting and support of sales team to create an environment for continued growth and success. Maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all Medicare and Individual product lines. Prospect inactive brokers to find new Medicare sales opportunities.

Provide product and technology training for brokers and brokerage staff. Make outbound sales calls and follow up calls to active and potential brokers. The Medicare and Individual Sales Consultant make independent decisions within Warner Pacific, broker, CMS, SMS and carrier guidelines and procedures relative to Medicare, as well as modifications to existing business.

Overview of Responsibilities

• Help establish goals and milestones for individual and Medicare sales team.
• Ensure that sales team has all necessary training and tools to perform their duties effectively.
• Manage insurance carrier and FMO relationships at all levels within their organizations.
• Coordinate with Warner Pacific Operations Manager to establish and improve client services, processes and procedures.
• Work to establish and maintain a visible presence in their applicable market.
• Strictly adhere to the CMS and Warner Pacific’s marketing and compliance regulations.
• Maintain insurance license, AHIP and health plan certifications.
• Demonstrate knowledge on the mechanics and differences between Medicare Advantage plans, Part D plans and Medicare Supplements and be able to assist brokers with questions.
• Provide guidance to Commercial Sales team on how to educate agents to convert T65 employees into Medicare Plans.
• Thoroughly understand Warner Pacific contracted carrier plans and be able to quote in SMS or from carrier sites as appropriate.
• Design, build and conduct Medicare training webinars for brokers.
• Participate in Medicare project, planning and marketing meetings.
• Conduct broker training and update meetings including broker round table, Warner Fest, NAHU symposiums and Medicare summits as required.
• Provide brokers with an appropriate commission structure specific to carrier and type of Medicare plan they contract as needed.
• Broker outreach to potential and active brokers to increase Medicare sales volume and provide carrier/plan consultative services to brokers to assist with new purchasing decisions.
• Educate brokers on release processes from carrier/FMO.
• Follow up post appointment and registration process and train brokers on Lead Advantage.
• Demonstrate solid understanding of Medicare market factors, carriers, plans, benefits and Medicare guidelines in their market…