Medicare Account Executive

USI Insurance Services; Austin (TX); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Health benefits

Commissions and draw structure

Job summary

USI Insurance Services is seeking an outside sales professional focused on Individual and Group Medicare to drive new business for employee benefits clients. You will provide subject matter expertise, participate in sales meetings and build strong relationships with carriers.

The role requires Medicare and employee benefits knowledge, an active Life/AD&H license and AHIP certification, with a preference for bilingual Spanish/English speakers.

Qualifications

• Medicare knowledge and employee benefits are required.
• Life, Accident & Health license is required.
• AHIP Medicare certification is required.
• Bachelor's degree preferred; GED acceptable.
• Strong sales experience with prospecting and closing skills.
• Bilingual Spanish/English preferred.
• Proficient in Microsoft Word, Excel, and PowerPoint.

Responsibilities

• Develop and implement sales business plans; generate new leads and first appointments.
• Support Large Group Retirement Benefits sales; provide product knowledge at meetings.
• Participate in client meetings and finalist presentations for new business.
• Act as Medicare subject matter expert for Individual and Large Group benefits.
• Complete sales due diligence for clients.
• Stay updated on industry trends, carriers and products.
• Build and maintain relationships with carriers and clients.
• Track appointments and opportunities in USI database.
• Oversee renewal and service activities including cross-sell of additional lines of business.
• Oversee the Annual Enrollment Period (AEP) process; ensure AHIP compliance.

Skills

Medicare knowledge

Sales experience

Life/AD&D health license

AHIP certification

Bilingual Spanish/English

MS Office proficiency

Strong communication/presentation

Large Group Retirement Benefits

Education

High school diploma or GED

Bachelor's degree preferred

Job description

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.

Benefits and Compensation

• 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