Medicare Account Executive

12 hours ago

Glastonbury, United States Smith Brothers Insurance Full time
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 effectively.
  • Ability to produce results while responding positively to pressure.
  • Ability to learn and utilize agency management system and multiple technologies essential for job functions e.g., (MS Office products, Carrier websites, Zywave, Employee Navigator, etc., etc.).
  • Ability to work collaboratively and effectively with team to build trust and enhance team productivity and performance.
  • Ability to plan, organize, and prioritize time and competing priorities to reach objectives and meet deadlines.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Ability to set, achieve goals, and measure goals while demonstrating persistence and ability to overcome obstacles.
  • Strong team player with results driven approach and who can work with limited guidance.
  • Ability to adjust to shifting priorities, be flexible, and welcome change.
  • Flexibility to take on additional responsibilities and projects as needed.
  • Highly self-motivated, strong work ethic, demonstrated resilience, and grit to overcome hurdles.
  • Team player who consistently defaults to good.
Qualifications
  • 2+ years' Medicare insurance experience.
  • Life & Health license in good standing and willing to become licensed per state requirements.
  • CMS registered agent in good standing and willingness to maintain.
  • AHIP and Carrier certification in good standing.
  • College degree preferred. High school diploma or equivalent (GED) is required.
  • Professional designation is a plus.
General Working Conditions
  • Fast paced office environment with significant telephone, email, and technology use.
  • Ability to sit and view computer monitors for extended periods of time.
  • Client visits may require non-standard work hours.

Why Smith Brothers Insurance

We are a team of professionals who seek to consistently deliver our Be Sure brand promise, contribute to our organization being a great place to work, and working together to be a sustainably relevant company. 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. At Smith Brothers, we are sure in our ability to do the right thing, the right way. When you work with Smith Brothers you can be sure our core values, collaborative culture, and expertise will reinforce your decision to partner with us. Our standard of excellence is the internal foundation for treating everyone based on our core values of trust, respect, creativity, and fun - leading to individual fulfillment through group achievement.

Smith Brothers Insurance LLC offers competitive salaries and comprehensive benefits and programs including Health, Dental, Vision, Short and Long-term Disability, Life, Long Term Care and 401K with employer match, employee assistance program, licensing and continuing education reimbursement, travel and expense allowance, internal & external meetings, and learning and development opportunities. For more information about our company please visit us at: www.smithbrothersusa.com.

This description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties.

Full-Time/Part-Time
Full-Time

Tags

Exempt/Non-Exempt
Exempt

Location
Glastonbury, CT

This position is currently accepting applications.

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