Affiliate Manager

• Answer inquires and resolve issues from process servers
• Oversees distribution and dispatch of cases to process servers
• Work in Skye (in-house application) to ensure orders are being dispatched and fulfilled
• Monitor process server status to ensure they are in good standing and able to accept and complete work
• Obtain status of orders via phone calls, fax, court docket that have been dispatched with Sheriff
• Collaborate with team members to find broken processes or inefficiencies in daily tasks
• Resolves issues on task board in Skye

Partner Experience, Chat Specialist

• 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

• Lead the effort to define the Partner 3-Year Roadmap and Annual Operating Plan (AOP)
• Work with Global Partner Organization leadership and Partner Program Design leads to translate business needs into actionable commercial options
• Identify operational and programmatic needs for new revenue streams and partner motions
• Establish and monitor KPIs to measure ecosystem health
• Act as a strategic advisor to Global Partner Organization leaders

Affiliate Manager jobs in Oregon

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Partner Experience, Chat Specialist

Licensed Medicare Insurance Agent

Senior Principal, Partner Operational Planning and Execution