Licensed Medicare Insurance Agent

Summit Credit Union•Madison, WI

9h•Hybrid

About The Position

Summit Credit Union is partnering with Silvur Insurance to provide service to our members, their friends and families. Silvur Insurance 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.

Requirements

Life and Health Insurance licenses required for resident state.
Wisconsin life and health insurance license (Required)

Nice To Haves

Bachelor’s degree in relevant field preferred.
0-3 years of experience as a licensed Medicare insurance agent.
Experience working in financial institutions is preferred.
Commitment to high ethical standards, regulatory compliance, and member-focused service.

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.