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About the Role

The Individual and Medicare Sales Consultant is responsible for achieving sales goals for both Medicare and Individual insurance products. This role involves acquiring Medicare broker appointments and certifications, maintaining FMO and carrier relationships, and providing product and technology training to brokers.

Responsibilities

• Help establish goals and milestones for individual and Medicare sales team.
• Ensure that sales team has all necessary training and tools to perform their duties effectively.
• Manage insurance carrier and FMO relationships at all levels within their organizations.
• Coordinate with Warner Pacific Operations Manager to establish and improve client services, processes and procedures.
• Work to establish and maintain a visible presence in their applicable market.
• Strictly adhere to the CMS and Warner Pacific’s marketing and compliance regulations.
• Maintain insurance license, AHIP and health plan certifications.
• Demonstrate knowledge on the mechanics and differences between Medicare Advantage plans, Part D plans and Medicare Supplements and be able to assist brokers with questions.
• Provide guidance to Commercial Sales team on how to educate agents to convert T65 employees into Medicare Plans.
• Thoroughly understand Warner Pacific contracted carrier plans and be able to quote in SMS or from carrier sites as appropriate.
• Design, build and conduct Medicare training webinars for brokers.
• Participate in Medicare project, planning and marketing meetings.
• Conduct broker training and update meetings including broker round table, WarnerFest, NAHU symposiums and Medicare summits as required.
• Provide brokers with an appropriate commission structure specific to carrier and type of Medicare plan they contract as needed.
• Broker outreach to potential and active brokers to increase Medicare sales volume and provide carrier/plan consultative services to brokers to assist with new purchasing decisions.
• Educate brokers on release processes from carrier/FMO.
• Provide broker guidance carrier links for appointment process.
• Follow up post appointment and registration process and train brokers on Lead Advantage.
• Demonstrate solid understanding of Medicare market factors, carriers, plans, benefits and Medicare guidelines in their market landscape.
• Direct brokers on how to submit Medicare enrollments and communicate eligibility requirements, Medicare review/approval process including timing of ID card receipt, etc. and the service contacts and process.
• Participate in marketing events and exhibits, present Warner Pacific’s Value Add Proposition to actively recruit new Medicare brokers.
• Coordinate, communicate and educate with the Medicare Pre-Sales Associate to ensure broker messaging and communication is consistent.
• Develop constructive and cooperative working relationships with sales Consultants, brokers and carriers and maintain them over time.
• Document leads and communication in Sales Force.
• Review SMS hierarchy report to determine new brokers and Medicare plans sold.
• Conduct timely follow up on issues in progress.
• Make note of potential workflow enhancements and communicate with the management.
• Work with management and marketing to develop appropriate marketing materials.
• Conduct all business activities with a sales acumen and a goal of providing only the soundest purchasing recommendations to brokers.
• Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
• Ability to identify and maintain the most efficient process to reach required outcome.
• Provide back up in other areas within the department/company as needed/requested.
• Other activities as assigned.

Requirements

• Minimum of a high school diploma, GED or equivalent.
• Valid life/health New York insurance license and the ability to be licensed in all 50 states if necessary.
• Must be a New York resident.
• Knowledge of principles and methods for showing, promoting, and selling products or services.
• Knowledge of principles and processes for providing customer service.
• Ability to self-start and think/act independently and in concert with co-workers, management and customers.
• Demonstrate ability to maintain and foster positive, open communication channels with internal and external customers, with emphasis on sales force and carrier partners.
• Demonstrate ability to effectively negotiate.
• Demonstrate ability to think and act independently and to consider all available avenues to obtain desired results for customers.
• Demonstrate ability to remain calm in pressure situations.
• Demonstrate ability to multi-task effectively.
• Attention to detail is a must.
• Ability to work from 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed.
• Ability to sit for extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach and pull.

Skills

• Sales techniques
• Marketing strategy and tactics
• Product demonstration
• Assessment of customer needs
• Meeting quality standards for services
• Evaluation of customer satisfaction
• Interpersonal skills
• Written and oral communication
• Presentation skills
• Computer literacy with proficiency in the Microsoft Office suite

Location

• New York

Work Type

• Full-time

Experience Level

• 3-5 years of Medicare Sales experience

Education Level

• Advanced education or degree preferred

Salary/Compensations

• $71,250- $95,000 annually plus bonus

Benefits

• Merit increases
• Paid holidays
• Paid Time Off
• Medical
• Dental
• Vision
• Short- and long-term disability benefits
• 401(k) + match
• Life insurance

About the Company

• Warner Pacific Insurance Services is a full-service general agency that provides insurance agents with sales assistance, innovative technology and back-office support.
• With strong leadership and a focus on building and deepening our relationships, we have become a top-producing general agency for many of the nation’s largest insurance carriers.

Equal Opportunity

• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law.