Silvur

Licensed Medicare Insurance Agent

Silvur

full-time

Posted on:

Location Type: Hybrid

Location: Tacoma • Washington • United States

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Salary

💰 $25 - $30 per hour

Job Level

Junior

About the role

  • 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

  • Bachelor’s degree in relevant field preferred.
  • 1-3 years of experience as a licensed Medicare insurance agent.
  • Health, and Disability Insurance licenses required for resident state.
  • AHIP certification required for Medicare policy sales.
  • Experience working in financial institutions is preferred.
  • The ability to speak Spanish is preferred but not mandatory.
  • 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.
Benefits
  • 401(k) contribution
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Medicare productsrisk management strategiesclient relationship managementsales techniquescompliance standardsdocumentation accuracylead generationclient retention strategieseducational presentationscommunity outreach
Soft Skills
organizational skillsself-motivationresiliencedisciplinecommunication skillsteam developmentmember-focused serviceethical standardsfollow-up communicationinterpersonal skills
Certifications
Health Insurance licenseDisability Insurance licenseAHIP certification