Silvur Insurance is a rapidly expanding Medicare brokerage firm dedicated to serving credit union members and their families. They are seeking a Licensed Medicare Insurance Agent to provide exceptional member service, identify sales opportunities, and engage in community outreach to build brand presence.
Responsibilities
- 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
Skills
- 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
Benefits
- 401(k) contribution
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Company Overview
- Silvur is a retirement planning app that helps baby boomers reach their retirement goals. It is a sub-organization of Kindur. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 11-50 employees. Its website is https://www.silvur.com/.