Silvur

Licensed Medicare Insurance Agent

Silvur

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $25 - $35 per hour

Job Level

Junior

About the role

  • Silvur Insurance is a rapidly expanding Medicare brokerage firm dedicated to serving credit union members, their friends, and families. Our agents are deeply rooted in the communities they serve—both locally and within the credit union network—delivering support through in-branch appointments, local seminars, virtual meetings, and educational webinars.
  • We help members turning 65 navigate Medicare Supplement and Medicare Advantage options, and provide ongoing support during AEP for those enrolled in Medicare Advantage and Part D plans.
  • If you're looking to build a long-term career as a licensed agent with the opportunity to grow alongside a mission-driven agency, Silvur Insurance is the place to be as we continue expanding nationwide.
  • Responsibilities
  • 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

  • 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.