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Medicare Broker Account Executive (Syracuse/CNY Territory)

Excellus BCBS
Rochester, NY Full Time
POSTED ON 4/5/2025
AVAILABLE BEFORE 5/4/2025
Summary

Job Description:

Under the general direction of the Director of Medicare Sales, the Medicare Broker Account Executive provides direction and manages assigned external agents for the sales and retention of Individual Medicare products. Develops new methods to increase sales and enhance Health Plan’s Medicare reputation, compliance, impact, and importance with Medicare beneficiaries and assigned Field Marketing Organization (FMO) counterpart(s), General Agents and Individual Agents. Works closely with FMO counterpart(s) to align selling strategies, monitor agent activities, and ensure agents act according to all Centers for Medicare & Medicare Services (CMS), State, and Health Plan policies and procedures.

This position is an independent contributor and is responsible for Medicare broker administration and market growth for a single region. The position requires a seasoned incumbent with exceptional expertise to drive business success.

Essential Primary Responsibilities/Accountabilities

  • Ensures optimal external agent effectiveness through coaching, instruction, and monitoring of all sales and retention initiatives. Makes and implements recommendations for improvement.
  • Develops action plans and strategies to optimize sales potential and ensure that each Agent understands and meets sales and compliance goals.
  • Responsible for development, execution and evaluation of external Agent performance to include sales goals, strategic initiatives, annual sales plan, activity management, measurement of results, and compliance.
  • Responsible for the development and implementation of processes to manage and track agent resources, productivity, and quality.
  • Responsible for Agents thorough understanding of the Medicare product portfolio and all product benefits and relevance to meeting the needs of beneficiaries
  • Ensures that all appointed Agents have approved selling materials and that all Agents have thorough understanding of CMS Medicare Marketing Guidelines.
  • Ensures that all appointed Agents selling methods conform to Health Plan’s brand directed approach to consultative selling and always support the optimal matching of products to the needs of beneficiaries.
  • Prevents, detects, and resolves the instances of conduct that do not conform to federal (CMS) and state law, and federal and state health care program requirements, as well as ethical and business policies of the organization.
  • Develops corrective action plans for performance and process management improvement within the context of 100%
  • Ensures that CMS regulations are followed and enforced.
  • Assists in compliance oversight of external agents
  • Consistently demonstrates high standards of integrity by supporting the Lifetime Healthcare Companies’ mission and values and adhering to the Corporate Code of Conduct.
  • Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures.
  • Regular and reliable attendance is expected and required.
  • Performs other functions as assigned by management.

Minimum Qualifications

  • Bachelor’s Degree in relevant field with a minimum of five years’ experience in sales. In lieu of degree, a minimum of ten years’ Medicare/Insurance Sales experience.
  • Minimum of five years’ experience in health or managed care organization with an emphasis on Medicare.
  • LAH licensure in New York State required. Employees without a license are not eligible for any sales incentive awards or contests. Any sales made while not licensed are not eligible for incentive compensation.
  • Demonstrated training skills.
  • Excellent quality presentation skills.
  • High degree of professionalism; excellent verbal & written communication; and organization skills
  • Previous experience managing and motivating others to achieve a high level of production.
  • Self –motivated, highly organized and detail oriented, as well as above average problem solving, analytical, verbal and written communication skills are required.
  • Must be able to work independently.
  • Strong relationship building skills.
  • Ability to travel at least 60% of the time.
  • Competency in Basic Microsoft office tools or their equivalent.

Physical Requirements

The Lifetime Healthcare Companies aims to attract the best talent from diverse socioeconomic, cultural and experiential backgrounds, to diversify our workforce and best reflect the communities we serve.

Our mission is to foster an environment where diversity and inclusion are explicitly recognized as fundamental parts of our organizational culture. We believe that diversity of thought and background drives innovation which enables us to provide leading-edge healthcare insurance and services. With that mission in mind, we recruit the best candidates from all communities, to diversify and strengthen our workforce.

Our Company Culture

Employees are united by our Lifetime Way Values & Behaviors that include compassion, pride, excellence, innovation and having fun! We aim to be an employer of choice by valuing workforce diversity, innovative thinking, employee development, and by offering competitive compensation and benefits.

In support of the Americans with Disabilities Act, this job description lists only those responsibilities and qualifications deemed essential to the position.

Equal Opportunity Employer

Compensation Range(s)

Minimum: $71,880 - Maximum: $129,384

The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s minimum qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays.

Please note: There may be opportunity for remote work within all jobs posted by the Excellus Talent Acquisition team. This decision is made on a case-by-case basis.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Salary : $129,384

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