Skills

• Ability to analyze large sets of data to make strategic recommendations about the insurance carrier and competitor landscape
• Interpersonal skills that include an ability to actively listen, ask clarifying questions, and show an understanding of the needs of the business partner
• Ability to find opportunities to drive business and process improvements
• Ability to translate business requirements to viable business solutions
• Ability to prioritize in a fast-paced, at time ambiguous environment, with the flexibility to adjust in response to the shifting priorities of the team
• Outstanding collaboration skills and ability to partner and effectively influence across a variety of team members

The Value You Deliver

• Analyze carrier and state data and market trends to align and adjust business strategies
• Develop and update data to make key business decisions related to insurance carriers and other initiatives across the organization
• Research industry trends and market news to notify business partners of pertinent information that may affect the business
• Work with other parts of the business on new initiatives relating to agent/carrier tools
• Work with enterprise licensing to handle the licenses and continuing education of agents
• Coordinate and track carrier appointments for the agents
• Provide sales support for the sales team regarding carrier and licensing questions
• Maintain value proposition documentation and presentations on behalf of the Carrier Management Team
• Onboard new agents to the agency to include licensing, carrier certifications, and carrier product training
• Maintain key documentation in SharePoint; keep documentation up to date
• Make recommendations on the reporting dashboard as business strategies change
• Lead various projects for business partners across the teams within Medicare on behalf of the Carrier Management Team

The Team

The Carrier Management Team enables our sales team to be able to offer Medicare coverage solutions to our customers. We do this by partnering with insurance carriers, coordinating the licensing and contracting process, and developing our carrier relationships. Fidelity Medicare Services provides customers with tools and advice to help them select and purchase Medicare coverage that meets their health and financial needs. We are a health insurance broker, selling plans from insurance carriers.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.