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.
Requirements
- 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.
- 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.
Benefits
- 401(k) contribution
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
