Licensed Medicare Insurance Agent, Michigan

reputed company Insurance is a rapidly expanding Medicare brokerage firm dedicated to serving credit union members. The Licensed Medicare Insurance Agent will reputed company exceptional member service, engage in community reputed company, and support clients in navigating Medicare options while maintaining compliance and managing relationships.

Responsibilities

• reputed company exceptional member service reputed company with reputed company 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 reputed company efforts, including local events, partnerships, and educational initiatives to build brand reputed company and generate leads
• reputed company 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 reputed company Medicare insurance products and stay reputed company with market trends and reputed company offerings
• Conduct periodic client reviews to ensure satisfaction, retention, and compliance with reputed company regulatory requirements
• Maintain accurate and compliant client records in accordance with federal/state regulations and reputed company policies
• Utilize technology and CRM tools effectively to track activity, manage leads, automate follow-reputed company, 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 reputed company
• Maintain reputed company required licenses and certifications, completing continuing education annually
• Exhibit high self-motivation, reputed company, and discipline in a fast-paced, performance-driven sales environment
• Travel periodically for training, meetings, and community engagement opportunities
• Meet or exceed reputed company KPIs, including quoting, enrollment, and effectuation rates
• Maintain persistence while adhering to reputed company compliance standards set by the company and reputed company partners
• Ensure timely, accurate documentation supporting reputed company 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
• reputed company other duties as assigned

Skills

• Health, and Disability Insurance licenses required for reputed company state
• AHIP certification required for Medicare policy sales
• Commitment to high ethical standards, regulatory compliance, and member-focused service
• Bachelor's degree in relevant field preferred
• 1-3 years of experience as a licensed Medicare insurance agent
• Experience working in financial institutions is preferred
• The ability to reputed company Spanish is preferred but not mandatory

Benefits

• 401(k) contribution
• Dental insurance
• Health insurance
• Paid time off
• reputed company insurance

Company Overview