Licensed Medicare Insurance Agent

Responsibilities

• Provide exceptional member service aligned with Silvur and credit union objectives, ensuring a high-quality, trusted client experience.
• Proactively identify risk management strategies and drive new sales opportunities for Medicare products.
• Actively engage in community outreach efforts, including local events, partnerships, and educational initiatives to build brand presence and generate leads.
• Develop and deliver webinar presentations and educational sessions to inform and attract prospective and existing members.
• Build and maintain a robust pipeline by engaging with members through referrals, cultivating new client relationships, and managing ongoing relationships.
• Maintain deep knowledge of all Medicare insurance products and stay current with market trends and carrier offerings.
• Conduct periodic client reviews to ensure satisfaction, retention, and compliance with all regulatory requirements.
• Maintain accurate and compliant client records in accordance with federal/state regulations and carrier policies.
• Utilize technology and CRM tools effectively to track activity, manage leads, automate follow-ups, and enhance client engagement.
• Demonstrate strong organizational skills and disciplined follow-up communication, ensuring no opportunities or client needs are overlooked.
• Refer members to appropriate credit union financial advisors and loan products to support holistic financial wellness.
• Mentor and support new agents as requested, contributing to team development and success.
• Maintain all required licenses and certifications, completing continuing education annually.
• Exhibit high self-motivation, resilience, and discipline in a fast-paced, performance-driven sales environment.
• Travel periodically for training, meetings, and community engagement opportunities.
• Meet or exceed benchmark KPIs, including quoting, enrollment, and effectuation rates.
• Maintain persistence while adhering to all compliance standards set by the company and carrier partners.
• Ensure timely, accurate documentation supporting all Medicare sales and enrollment activities.
• Effectively manage and grow a book of business with a focus on client retention, satisfaction, and long-term relationship building.
• Perform other duties as assigned.

• Bachelor’s degree in relevant field preferred.
• 0‑3 years of experience as a licensed Medicare insurance agent.
• Life and Health Insurance licenses required for resident state.
• Experience working in financial institutions is preferred.
• Commitment to high ethical standards, regulatory compliance, and member‑focused service.
• Ability to perform tasks requiring manual dexterity (filing, paperwork processing, typing).
• Ability to sit for extended periods.
• Ability to lift 20‑40 pounds as needed.
• Use of office equipment, including computer, telephone, copy machine, fax, and calculator.
• Life Insurance license.
• Health Insurance license.
• Continuing education certifications.