Silvur

Controller

• Manage day-to-day accounting tasks, including reconciliations, accounts payable/receivable, and journal entries
• Accurately process and track commission payments, particularly for Medicare insurance agents or related sales roles
• Administer employee payroll, ensuring accuracy, timeliness, and compliance with federal, state, and local laws
• Maintain payroll and commission records; collaborate with HR and sales departments for compensation reporting
• Prepare and review financial reports and ensure records are audit-ready
• Support the company audit process, including preparing documentation and working with external auditors
• Ensure financial practices align with GAAP and internal policies
• Assist with month-end and year-end closing procedures
• Prepare financial accounting for commercial partners
• Build financial accounting framework for holding company subsidiary
• Recommend and implement improvements to financial processes and reporting

Fractional Controller

Insurance

• 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.

Fractional Controller

Licensed Medicare Insurance Agent