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Medicare Broker Transition & Successorship Specialist
Advocate Health Advisors, LLC —United States
- Full-time
- Remote
- Microsoft Excel
- Marketing
- Mid-level
- Paid training
- Health insurance
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Medicare Broker Transition & Successorship Specialist
Advocate Health Advisors, LLC —United States
Work directly with agents to develop long-term succession and retirement planning strategies. The ideal candidate will combine strong Medicare industry…
Quick Apply

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Medicare Broker Transition & Successorship Specialist

Advocate Health Advisors, LLC -
United States

Quick Apply

Job Details

Full-time

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Work from home
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

Succession planning
Microsoft Excel
Customer relationship building
Medicare
Spreadsheets
Client relationship development
Microsoft Office
Analysis skills
Presentation skills
Bachelor's degree
Health insurance knowledge
Compensation strategy management
Relationship building
Productivity software
Project leadership
Financial data analysis tools
Project stakeholder communication
Excel data analysis
Analytics
Stakeholder management

Full Job Description

Advocate Health Advisors, one of America’s fastest-growing Medicare Field Marketing Organizations (FMO), seeks an experienced Medicare Financial Analyst to support strategic agent acquisitions, financial analysis, and broker successorship planning. The ideal candidate will combine strong Medicare industry expertise, financial analysis skills, and relationship-building ability to help transition retiring agents’ books of business while supporting agent recruitment and acquisition initiatives

Objective:

The primary objective of this role is to support the strategic acquisition and transition of Medicare agents’ books of business while ensuring smooth successorship planning and long-term growth for the organization. This position will analyze book-of-business value, guide agents through succession planning, and collaborate with internal teams to ensure accurate financial reporting and seamless transitions for beneficiaries and brokers.

Responsibilities:

Agent Acquisition & Successorship

Develop and support the Advocate broker successorship program and curriculum.
Work directly with agents to develop long-term succession and retirement planning strategies.
Guide brokers through Book of Business (BoB) transfer processes, including carrier requirements, timelines, and documentation.
Assist retiring agents with transition planning to ensure continuity of care for beneficiaries.
Support agent recruiting and retention initiatives.

Financial Analysis & Strategic Insights

Analyze the Book of Business and commission reports.
Assess financial viability of agent acquisitions and successorship agreements.
Track successorship outcomes, purchase agreements, and financial performance.
Provide strategic recommendations based on financial modeling and data analysis.
Collaborate with commissions, finance, and client care teams to generate comprehensive reporting.

Project & Stakeholder Management

Maintain organization and oversight for each succession or acquisition project.
Document and track Book of Business B transfer processes across multiple carriers.
Build and maintain relationships with agents, carriers, and regional managers.
Present acquisition and successorship insights to leadership and stakeholders.
Represent Advocate Health Advisors at industry conferences and virtual events when assigned.
Lead internal projects related to broker acquisition, retention, and successorship initiatives.

Required Qualifications and Competencies:

Bachelor’s degree in finance, Business, Healthcare Administration, Marketing, or a related field
3+ years of Medicare industry experience
Strong working knowledge of Medicare Advantage enrollments and commissions structures
Experience analyzing Book of Business and commission data
Strong analytical skills with advanced Excel proficiency
Active Health and Life Insurance License (or willingness to obtain)
Strong communication, presentation, and relationship-building skills
Ability to manage multiple projects and stakeholders simultaneously

Preferred Qualifications:

5+ years of Medicare Advantage experience
Experience in agent acquisition, FMO operations, or broker successorship
Experience evaluating Book of Business acquisitions
Financial modeling or strategic planning experience

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Paid training
Tuition reimbursement
Vision insurance
Work from home

Education:

Bachelor's (Required)

Experience:

Microsoft Office: 3 years (Required)
Microsoft Excel: 3 years (Required)
Broker Successorship: 3 years (Required)
Medicare Advantage: 3 years (Required)
Book of Business Acquisitions: 3 years (Required)
Relationship building: 3 years (Required)
Analytics: 3 years (Required)
Presentation skills: 3 years (Required)

License/Certification:

Health Insurance License (Preferred)

Work Location: Remote

Quick Apply

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Medicare Broker Transition & Successorship Specialist

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