What are the responsibilities and job description for the Medicare Account Executive position at USI Holdings Corporation?
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.
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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.