Medicare Account Executive

Requirements

Description and Requirements

General Description: Outside sales position for Individual and Group Medicare. Responsible for driving new business sales revenue growth for employee benefits clients. Provide subject matter expertise and participate in sales meetings.

Responsibilities

• Develop and implement sales business plans and prospecting strategies. Generate new leads and first appointments.
• Partner with Large Group Retirement Benefits team to support sales initiatives. Provide technical and product knowledge at sales meetings. Cross-sell applicable products.
• Actively participate in prospective client meetings and finalist presentations for new business. Deliver conceptual presentations promoting Emerson Rogers’ products and services.
• Act as subject matter expert on Medicare, including Individual and Large Group Retirement Benefits and products.
• Complete sales due diligence process for clients.
• Keep current with industry, market, carrier, and product knowledge. Provide strategic and innovative guidance to beneficiaries on the complexities of Medicare.
• Build and maintain strong relationships with carriers and clients.
• Track appointments and label opportunities in USI database.
• Act as point of escalation and assist account management team on large and complex cases. Oversee renewal and service activities, including additional lines of business sales and case conservation.
• Provide oversight of the Annual Enrollment Period (AEP) process. Ensure annual AHIP Certification and Compliance regulations are met.

Knowledge, Skills, And Abilities

• High school diploma or general education degree (GED) required; Bachelor’s degree preferred.
• Strong understanding of Medicare and employee benefits required.
• Experience with Large Group Retirements Benefits preferred.
• Must hold Life, Accident & Health License.
• America’s Health Insurance Plans (AHIP) Medicare certification required.
• Demonstrated ability to sell new business and maintain positive relationships.
• Ability to work independently and in a team-based environment.
• Exhibit a professional demeanor and a consultative sales approach.
• Self-motivated and goal oriented.
• Problem-solving ability. Strong organizational skills and ability to multi-task.
• Strong working knowledge of Microsoft Office suite, including Word, Excel, and PowerPoint.
• Strong analytical skills. Capable of using and interpreting benefit related facts and figures.

Prefers bilingual - Spanish/English speaking.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time. Salary Range: $40,000 base plus commissions/draw

$40k Base + $40k Draw