Medicare Client Executive

Description

Join our dynamic team as a Medicare Sales Representative, where you will play a vital role in expanding our Medicare segment through community engagement, educational outreach, and building meaningful relationships with individuals transitioning into Medicare.

Key Responsibilities

• Achieve new business production goals within the Medicare market, including Medicare Advantage, Medicare Supplement, and Part D plans.
• Develop and maintain a grassroots prospect pipeline through community engagement, networking, and outreach initiatives.
• Educate prospective clients about Medicare options, benefits, and plan features to facilitate informed decision-making.
• Service existing clients to ensure ongoing satisfaction, address questions, and support their changing needs.
• Represent Kapnick Insurance professionally and consistently in the community, reinforcing our brand and core values.
• Collaborate with internal teams to ensure seamless onboarding and ongoing support for new clients.
• Stay informed about industry changes, plan updates, and regulatory requirements affecting Medicare products.

Requirements

• Proven experience in Medicare sales, insurance, or related customer service roles.
• Strong interpersonal and communication skills, with the ability to educate and build trust with clients.
• Knowledge of Medicare plans, regulations, and the healthcare landscape.
• Ability to develop and sustain a prospect pipeline through community involvement and outreach.
• Self-motivated with a results-driven mindset and excellent organizational skills.
• Valid insurance license in relevant states or the ability to obtain one.
• Bachelor's degree or equivalent experience preferred.