Account Executive, Medicare

Job Description Job Description Description: Work Arrangement: This full-time role has the potential for a hybrid schedule with an expectation of approximately 3 days per week working on-site in Vestal, NY, with flexibility for remote work with manager approval. 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…

Our finance team ensures the fiscal health and stability of our operations. You will support budgeting, forecasting, and financial analysis to help the company grow sustainably. We value integrity, precision, and the ability to turn numbers into strategic advice.

Requirements

• Strong understanding of accounting principles and financial reporting.
• Proficiency in MS Excel (advanced formulas, pivot tables, modeling).
• High level of accuracy and attention to detail in financial calculations.
• Ability to manage multiple deadlines in a fast-paced environment.
• Strong ethical standards and understanding of regulatory compliance.
• Degree in Finance, Accounting, or Economics; progress toward CPA/CFA is a plus.