What are the responsibilities and job description for the Medicare Partnership Program Manager position at Advisors Excel?
Title: Medicare Partnership Program Manager
Department: Medicare Solutions
Reports to: President of Medicare Solutions
Overview:
Are you knowledgeable about Medicare? Do you have a passion for helping seniors gain a better understanding on the various options available and enjoy connecting them with the right plans? Our Medicare Partnership Program is designed to assist financial offices all over the country with their Medicare sales support. Partnering with the advisors’ offices, you will have access to their client base; providing Medicare education and enrollment with all Medicare plan options. (Medicare Supplement, Medicare Advantage, Part D & Ancillary plans)
State Insurance License is required; Advisors Excel will pay for additional state licenses as needed. Plus, AHIP and Carrier Certifications.
What you’ll do:
- Conduct warm and cold sales calls to advisors’ clients for the purpose of identifying Medicare/Ancillary product needs
- Engage with your group of Advisors to build relationships and encourage more interaction with their clients
- Periodic Medicare 101 client webinars to help spur interest from Advisors clients
- Analyze and educate participating clients on Medicare plan options, which may include ancillary products
- Create, track and manage sales follow up process for prospective client sales
- Enroll and guide clients through the application process
- Regularly follow up with carriers on pending applications and any outstanding issues
- Monitor and track success of the program and advise on team growth potential
- Stay current on compliance and product knowledge in order to make the best product recommendations for each client
Experience you’ll bring:
- 3 to 5 years’ experience related to Medicare industry
- Previous phone sales experience (cold and warm calls)
- Strong understanding of various Medicare plans: Medicare supplements, Medicare Advantage, Part D and Ancillary products
- Confident, professional, and articulate in written and verbal communication
Bonus Points:
- Previous experience working with carrier portals, quoting tool software’s and enrollment platforms
- Bachelor’s Degree in Business, Sales, or Marketing
What you’ll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site café, gym and even an on-site primary care physician
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Company outings and so much more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.