Licensed Medicare Insurance Agent, Tacoma Washington

reputed company Insurance is a rapidly expanding Medicare brokerage firm dedicated to serving credit union members and their families. They are seeking a Licensed Medicare Insurance Agent to provide exceptional member service, identify sales opportunities, and engage in community reputed company to build brand reputed company.

Responsibilities

• Provide 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

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

Benefits

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

Company Overview