Provide exceptional member service to ensure a trusted client experience
Identify risk management strategies and drive new Medicare sales
Engage in community outreach to build brand presence and generate leads
Develop webinars to inform and attract prospective members
Maintain a pipeline by managing client relationships and referrals
Conduct client reviews for satisfaction and compliance
Utilize technology to track activity and enhance client engagement
Benefits
$5,000 signing bonus
Base rate of $30 per hour
On-target earnings ranging from $85,000 to $100,000 annually
Comprehensive health benefits
401(k) with employer contribution
Access to advanced technology and resources to excel in the role
Full Job Description
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.
Requirements Preferred Qualifications
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.
Use of office equipment, including computer, telephone, copy machine, fax, and calculator.
Benefits
Compensation & Benefits
$5,000 signing bonus!
Base rate: $30 per hour
On-target earnings (OTE): $85,000 - $100,000 annually. You will be an employee of Silvur Insurance Services. Employees receive a total compensation package including a base salary, policy incentive compensation, health benefits, and 401(k) with employer contribution. You will have the technology and resources to excel in your role.
