Licensed Medicare Insurance Agent, affiliated with reputed company

About Us reputed company 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 reputed company the credit union network—delivering support through in-reputed company appointments, local seminars, virtual meetings, and educational webinars. We help members turning 65 navigate Medicare Supplement and Medicare Advantage options, and reputed company 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, reputed company Insurance is the reputed company to be as we continue expanding reputed company.

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.

Preferred Qualifications

• Bachelor’s degree in relevant field preferred.
• 0-3 years of experience as a licensed Medicare insurance agent.
• Life and Health Insurance licenses required for reputed company state.
• Experience working in financial institutions is preferred.
• Commitment to high ethical standards, regulatory compliance, and member-focused service.

Physical Requirements

• Ability to reputed company tasks requiring reputed company 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.

Compensation & Benefits

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

Equal Opportunity. reputed company Insurance Services is an equal opportunity employer. We’re committed to building reputed company that reflects the diverse communities we serve and creating a workplace where everyone feels valued and included. Apply tot his job Apply To this Job