Medicare Client Executive

Description

Medicare Sales Representative

Join our dynamic team as a Medicare Sales Representative, where you will play a vital role in expanding our Medicare segment through community engagement, educational outreach, and building meaningful relationships with individuals transitioning into Medicare. At Kapnick, we are committed to delivering exceptional service and fostering long-term client loyalty, all while upholding our core values and maintaining our reputation as a leader in the insurance industry.

Key Responsibilities:

- Achieve new business production goals within the Medicare market, including Medicare Advantage, Medicare Supplement, and Part D plans.

- Develop and maintain a grassroots prospect pipeline through community engagement, networking, and outreach initiatives.

- Educate prospective clients about Medicare options, benefits, and plan features to facilitate informed decision-making.

- Service existing clients to ensure ongoing satisfaction, address questions, and support their changing needs.

- Represent Kapnick Insurance professionally and consistently in the community, reinforcing our brand and core values.

- Collaborate with internal teams to ensure seamless onboarding and ongoing support for new clients.

- Stay informed about industry changes, plan updates, and regulatory requirements affecting Medicare products.

Kapnick is dedicated to fostering a collaborative, inclusive, and growth-oriented environment. We offer competitive compensation, ongoing training, and opportunities for professional development. If you are passionate about helping others and thrive in a community-focused role, we invite you to join our team and contribute to our continued success.

Requirements

Skills and Qualifications:

- Proven experience in Medicare sales, insurance, or related customer service roles.

- Strong interpersonal and communication skills, with the ability to educate and build trust with clients.

- Knowledge of Medicare plans, regulations, and the healthcare landscape.

- Ability to develop and sustain a prospect pipeline through community involvement and outreach.

- Self-motivated with a results-driven mindset and excellent organizational skills.

- Valid insurance license in relevant states or the ability to obtain one.

- Bachelor's degree or equivalent experience preferred.