Licensed Medicare Insurance Agent - NH

Service Credit Union is a rapidly expanding Medicare brokerage firm dedicated to serving credit union members. They are seeking a Licensed Medicare Insurance Agent to provide exceptional member service, identify sales opportunities for Medicare products, and engage in community outreach efforts.

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

• New Hampshire Life and Health Insurance licenses required for resident state
• Exhibit high self-motivation, resilience, and discipline in a fast-paced, performance-driven sales environment
• Maintain all required licenses and certifications, completing continuing education annually
• Demonstrate strong organizational skills and disciplined follow-up communication, ensuring no opportunities or client needs are overlooked
• 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
• 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
• Conduct periodic client reviews to ensure satisfaction, retention, and compliance with all regulatory requirements
• Mentor and support new agents as requested, contributing to team development and success
• 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
• 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

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• 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.

Company Overview