Account Executive, Medicare

Smith Brothers Insurance, LLC • Ithaca, NY

just now

About The Position

The Account Executive, Medicare, is responsible for the sales and ongoing service of Medicare business in accordance with CMS and carrier guidelines. This role manages a book of business that includes an assigned portfolio upon hire and grows the book through new sales, referrals, and retention efforts. The Account Executive serves as a trusted advisor to clients, guiding plan options, enrollment, renewals, and ongoing support while ensuring compliance, accuracy, and an excellent client experience

Requirements

• 2+ years of Medicare insurance experience in sales position desired.
• 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) required.
• Must obtain/maintain annual Medicare certifications.
• 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 high pace during Annual Enrollment Period(s).
• Ability to create opportunities and close business outside of AEP windows.
• Strong consultative selling skills with the ability to simplify and recommend appropriate coverage options.
• Excellent service skills, delivering support with empathy, professionalism, and a client-first approach.
• Ability to manage high-volume workflows while balancing sales and service priorities.
• Strong attention to detail and accuracy in applications, documentation, and compliance requirements.
• Strong communication skills with the ability to build trust quickly and explain coverage confidently.
• Organized and self-directed, able to prioritize, meet deadlines, and maintain consistent pipeline activity.
• Team-oriented, collaborative, accountable, and willing to share knowledge and best practices.
• Growth mindset with commitment to continuous learning, product knowledge, and improving sales/service effectiveness.
• Stay relevant/ahead on industry insights and familiarity with the Medicare marketplace.
• Ability to manage multiple priorities in a fast-paced environment.
• Flexibility and willingness to take on additional work and projects assigned.
• Ensure compliance with agency processes, confidentiality standards, and quality metrics.
• Strong MS Office skills, experience with agency management systems, and carrier platforms.
• Proficient with AI tools, AI assisted workflows, and ability to learn new/future technologies and tools.
• Committed to continuous learning and professional development.
• Self-motivated, strong work ethic, adaptable, stress tolerance to overcome hurdles.
• Team player who consistently defaults to good.

Nice To Haves

• Professional designation is a plus.

Responsibilities

• Manage a book of clients, including an assigned portfolio and new self-produced business.
• Successfully meet established annual sales and retention goals.
• Drive sales growth through outreach, referrals, rounding, cross-sell efforts, and lead follow-up.
• Manage full client lifecycle, including quoting, cost analysis, proposals, enrollment, changes, renewals, and service.
• Educate clients on plan options, networks, prescriptions, subsidies, and key enrollment deadlines.
• Support service needs, i.e., billing, ID cards, escalations, coverage verification, and basic claims help.
• Provide health provider network and pharmacy formulary support for book of business.
• Conduct Medicare sales presentations and educational presentations for internal and external groups.
• Maintain accurate, compliant documentation and activity within CRM/agency systems.
• Partner with carriers and internal teams to resolve issues and ensure timely follow-through.
• Track and manage pipeline activity, including quoting, conversions, retention, and revenue goals.
• Deliver a strong client experience through responsive communication and proactive renewals.
• Stay current on product changes, carrier requirements, compliance updates, and market trends.
• Follow department and agency defined processes, procedures, and workflows.
• Utilize the agency management system for daily activities, documentation, and assigned tasks.
• Participate in internal training sessions as well as carrier system training.
• Review, update, and help develop processes and workflows as needed.
• Ensure compliance with agency processes, confidentiality standards, and quality metrics.
• Work on projects and other work as assigned.
• Engage in ongoing professional development through internal learning and training.
• Effectively use MS Office, standard office applications, and other technologies.
• Skillfully use AI tools (Copilot, ChatGPT, etc.) to aid work and efficiency.
• Work effectively with all team members, provide backup support, and contribute to team collaboration.
• Demonstrate alignment with our purpose, values, and culture.

Benefits

• We offer competitive salaries and comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) with employer match, employee assistance program, licensing and continuing education reimbursement, paid time off, paid holidays, flexibility, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED