Account Executive, Medicare

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 & What You’ll Be Doing

• 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, Knowledge, Skills, & Abilities, You’ll Bring

• 2+ years of Medicare insurance experience in sales position desired.
• 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.
• Deep knowledge and experience in navigating constantly changing CMS rules and procedures.
• Ability to handle high pace during Annual Enrollment Period(s).
• Ability to create opportunities and close business outside of AEP windows.
• Strong consultative selling skills with the ability to simplify and recommend appropriate coverage options.
• Excellent service skills, delivering support with empathy, professionalism, and a client-first approach.
• Ability to manage high-volume workflows while balancing sales and service priorities.
• Strong attention to detail and accuracy in applications, documentation, and compliance requirements.
• Strong communication skills with the ability to build trust quickly and explain coverage confidently.
• Organized and self-directed, able to prioritize, meet deadlines, and maintain consistent pipeline activity.
• Team-oriented, collaborative, accountable, and willing to share knowledge and best practices.
• Growth mindset with commitment to continuous learning, product knowledge, and improving sales/service effectiveness.
• Stay relevant/ahead on industry insights and familiarity with the Medicare marketplace.
• Ability to manage multiple priorities in a fast-paced environment.
• Flexibility and willingness to take on additional work and projects assigned.
• Ensure compliance with agency processes, confidentiality standards, and quality metrics.
• Strong MS Office skills, experience with agency management systems, and carrier platforms.
• Proficient with AI tools, AI assisted workflows, and ability to learn new/future technologies and tools.
• Committed to continuous learning and professional development.
• Self-motivated, strong work ethic, adaptable, stress tolerance to overcome hurdles.
• Team player who consistently defaults to good.

General Working Conditions

• Fast paced environment with significant telephone and in person interactions.
• Some travel and non-standard working hours may be required.
• Ability to view computer monitors for extended periods of time.
• Culture rooted in collaboration, integrity, trust, respect, creativity, and fun.
• Flexible Work Environment.

About Smith Brothers

Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services.

We offer competitive salaries and comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) with employer match, employee assistance program, licensing and continuing education reimbursement, paid time off, paid holidays, flexibility, and more. Learn more at www.smithbrothersusa.com.