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About the role
Key responsibilities & impact- Provide excellent member service aligned with Silvur and credit union objectives.
- Identify risk management strategies and sales opportunities for Medicare products.
- Engage with members through referrals, develop new client relationships, and manage existing relationships.
- Collaborate with wealth management advisors to provide strategic financial planning tailored to members' goals.
- Maintain a thorough knowledge of all Medicare insurance product offerings.
- Conduct periodic client reviews and service existing clients to ensure satisfaction and compliance.
- Maintain client records consistent with federal/state regulations and carrier policies.
- Refer members to credit union deposit and loan products as appropriate.
- Mentor new agents as requested.
- Collaborate cross-functionally to recommend member risk management strategies.
- Stay current on licenses and certifications, completing annual continuing education.
- Exhibit self-motivation and discipline to succeed in a fast-paced sales environment.
- Travel periodically for training and meetings.
- Perform other duties as assigned.
- Be accountable for meeting or exceeding benchmark KPIs including quoting, enrollment, and effectuation rates.
- Maintain persistency and compliance standards in accordance with company and carrier requirements.
- Ensure timely and accurate documentation to support Medicare sales and enrollment processes.
- Consistently manage a book of business with a focus on member satisfaction and retention.
Requirements
What you’ll need- Bachelor’s degree in relevant field preferred.
- 0-3 years of experience as a licensed 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.
Benefits
Comp & perks- $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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Medicare productsrisk management strategiesfinancial planningclient relationship managementcompliance standardsdocumentation accuracysales techniquesKPI managementinsurance salesclient reviews
Soft Skills
member serviceself-motivationdisciplinementoringcollaborationcommunicationethical standardsmember satisfactionorganizational skillsadaptability
Certifications
Life Insurance licenseHealth Insurance licenseBachelor's degree
