Silvur

Insurance

• 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.

Licensed Medicare Insurance Agent

• 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.

Sales

• Own Medicare sales performance across the territory (appointments, conversions, enrollments, retention)
• Lead and coach agents across virtual and in-person channels
• Step in to sell during peak demand or coverage gaps
• Ensure consistent execution of the sales process and high-quality member experience
• Design and build sales reporting, dashboards, and KPI frameworks
• Develop and standardize sales processes, workflows, and operating rhythms
• Create job aids, templates, and training resources to drive consistency and scale
• Identify inefficiencies and implement process improvements across the sales org
• Partner with operations, marketing, and technology to improve systems and automation
• Coach agents on consultative sales, compliance, and performance improvement
• Support recruiting, hiring, onboarding, and ramp of new agents
• Drive accountability to performance standards and KPIs
• Serve as a subject matter expert on Medicare products, compliance, and carrier processes
• Support agent certification, contracting, and ongoing readiness
• Support onboarding and success of credit union partners
• Drive member engagement through events, webinars, and branch activity
• Ensure operational readiness for new market and partner launches
• Lead cross-functional initiatives and special projects (process, tools, launches)
• Act as an escalation point for complex agent or operational issues
• Own key SME areas (e.g., analytics, onboarding, training, recruiting) that support broader organizational scale

Medicare Sales Manager – Territory Lead, Senior Role

Data Engineer

• Write, debug, and optimize SQL queries that power legacy dashboards and recurring reports.
• Work in Equals to build, maintain, and troubleshoot reporting workflows.
• Navigate and document existing database schemas, identifying data quality issues or inconsistencies.
• Extract, transform, and validate data from HubSpot (contacts, deals, campaigns, and custom objects) and Postgres databases to support business reporting needs.
• Collaborate closely with our Principal Data Scientist to prioritize work and ensure continuity of reporting during the engagement.

Licensed Medicare Insurance Agent

Licensed Medicare Insurance Agent

Medicare Sales Manager – Territory Lead, Senior Role

Contract Data Engineer