Producer (Hybrid)

About Sheridan, A Division of Patriot Growth Insurance Services: Sheridan Benefits is a dynamic, full-service independent insurance agency, established in 2005 and based in vibrant Buffalo, NY. We specialize in providing comprehensive Benefit consulting, integrated Payroll, HR, Compliance services, and cutting-edge technology solutions to a diverse clientele—from small family-owned businesses to large national corporations. Our dedicated team also assists individuals with health insurance and Medicare needs. At Sheridan Benefits, we prioritize customer satisfaction and retention, and our commitment to excellence is reflected in everything we do. As a proud partner agency of Patriot Growth Insurance Services, we offer exciting opportunities for professional growth and collaboration in the dynamic insurance industry.

Position Overview: We are seeking a motivated and relationship-driven Medicare & Individual Health Insurance Producer to join our team. In this role, you will serve as a trusted advisor to individuals, families, and Medicare beneficiaries, helping them navigate complex health insurance options and select coverage that best fits their needs and budget. The ideal candidate is consultative, sales-oriented, and passionate about building long-term client relationships while delivering customized Medicare and individual health insurance solutions. This position plays a key role in driving new business growth, supporting client retention, and expanding the agency's presence within the individual health insurance marketplace.

Work Arrangement: This is a full-time hybrid position reporting to our office in Buffalo, NY.

Professional Responsibilities:

• Develop and maintain relationships with individuals, families, Medicare beneficiaries, referral partners, and community organizations seeking health insurance guidance.
• Serve as a trusted advisor by providing consultative recommendations related to Medicare, Medicare Advantage, Medicare Supplement, Prescription Drug Plans, Affordable Care Act (ACA) plans, Child Health Plus, Essential Plans, and other individual health insurance solutions.
• Conduct needs assessments and educate clients on available coverage options, eligibility requirements, enrollment periods, and plan benefits.
• Generate new business opportunities through networking, referrals, community outreach, educational events, and prospecting activities.
• Build, manage, and grow a profitable book of Medicare and individual health insurance business while maintaining a strong focus on client retention and satisfaction.
• Assist clients with enrollment applications, plan changes, renewals, and ongoing service needs throughout the year.
• Conduct client meetings, educational presentations, and enrollment consultations to help individuals make informed healthcare coverage decisions.
• Maintain strong relationships with carrier partners and stay informed on product offerings, underwriting requirements, and market changes.
• Collaborate with internal service and support teams to deliver a seamless client experience and ensure service expectations are met.
• Identify cross-selling opportunities and collaborate with other agency teams to provide additional insurance and financial protection solutions when appropriate.
• Stay current on Medicare regulations, ACA requirements, carrier updates, enrollment guidelines, and industry best practices.
• Maintain accurate prospect and client records within agency management systems and sales tools.
• Represent the agency professionally within the community and cultivate relationships with healthcare providers, referral partners, and local organizations.

Qualifications and Requirements:

• 3-5 years of experience in Medicare, individual health insurance, insurance sales, business development, or a related field preferred; strong candidates with transferable sales experience will be considered.
• Active Life & Health insurance license required.
• Experience working with Medicare Advantage, Medicare Supplement, Part D, ACA Marketplace plans, Child Health Plus, Essential Plans, or other individual health insurance products preferred.
• Experience with agency management systems or CRM platforms preferred.
• Strong business development, relationship-building, and consultative selling skills.
• Excellent interpersonal and communication skills, both written and verbal.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Strong organizational and time management skills with the ability to manage multiple priorities independently.
• Ability to establish and maintain effective working relationships with clients, carrier partners, referral sources, and internal team members.
• Self-motivated, goal-oriented, and committed to delivering exceptional client service.
• Knowledge of Medicare enrollment periods, ACA eligibility requirements, and individual health insurance regulations preferred.

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Pay Range: $60,000 - $62,500 per year plus commission depending on experience.

A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.