Account Executive, Medicare

About the role

This full-time role has the potential for a hybrid schedule with an expectation of approximately 3 days per week working on-site in Vestal, NY, with flexibility for remote work with manager approval. 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.

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.

Qualifications

• 2+ years of Medicare insurance experience in sales position preferred.
• 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.
• Professional designation is a plus.
• Must obtain/maintain annual Medicare certifications.
• Experienced in Medicare sales and service with proven record of building and servicing book of business.