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.

Bachelor’s degree in relevant field preferred.
0-3 years of experience as a licensed insurance agent.
Health Insurance license required for resident state.
Experience working in financial institutions is preferred.
Commitment to high ethical standards, regulatory compliance, and member-focused service.
Ability to perform tasks requiring manual dexterity (filing, paperwork processing, typing).
Ability to sit for extended periods.
Ability to lift 20-40 pounds as needed.
Use of office equipment, including computer, telephone, copy machine, fax, and calculator.

$5,000 signing bonus!
Base rate: $30 per hour
On-target earnings (OTE): $85,000
$100,000 annually. You will be an employee of Silvur Insurance Services. Employees receive a total compensation package including a base salary, policy incentive compensation, health benefits, and 401(k) with employer contribution. You will have the technology and resources to excel in your role.

Life and Health Insurance Agent

Key skills