What are the responsibilities and job description for the Medicare Agent (on-site) position at TEXELL CREDIT UNION?
Job Details
Description
Texell, named one of the BEST credit unions to work for in the NATION by American Banker, is seeking a Medicare Insurance Agent to work onsite at our Georgetown, TX, branch.
As a Medicare Agent, you will:
- Sell and service Medicare insurance, as well as educate our members about Medicare and their health plan options.
- Be contracted and appointed with a variety of insurance companies to assist our members with Medicare Supplement Plans, Medicare Advantage Plans, and ancillary products.
- Plan, organize, participate in, and execute various projects throughout the year, including projects that overlap into areas.
- Perform liaison function between the different health insurance companies and the financial institution when necessary to enhance/ maintain effective agency growth and operations.
- Maintain complete, accurate, and through files on every customer (new and/or renewal) to ensure successful compliance audit.
- Perform such other functions and special projects that might be needed from time to time and assist others to complete tasks and work assignments.
We're looking for someone who:
- Has six months to two years of similar or related experience.
- A two-year college degree or completion of a specialized course of study at a business or trade school.
- Is comfortable with sales and referring products and services that will benefit our members. You will be expected to meet monthly goals and could earn incentives for doing so.
- Maintains a positive and energetic attitude and a passion for helping people.
- Places a high level of attention to detail and is committed to member confidentiality.
- Can work comfortably with Microsoft 365 products such as Teams, Word, and Excel
- Has patience, demonstrates empathy, and can manage emotions. Every member interaction is a chance to provide a WOW experience.
We want you to know:
- Texell offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, and paid vacation and sick leave.
- Texell holds company events such as our annual Awards Banquet, Employee Family Day, 4th of July Fiesta, and tons more!
- We participate in sporting events such as the annual Corporate Challenge with the City of Temple (and we are a competitive bunch)!
- Texell is passionate about helping our community and those in need. We volunteer for several events each month with our team called Texell Serves such as food pantry distributions, blood drives, donation drives and much more!
About Texell:
Texell has been honored with the Excellence in Lending Award from CUNA Mutual Group, the Desjardins Adult Financial Literacy Award from the Texas Credit Union League, the Best Bank/Credit Union by the readers of the Temple Daily Telegram, Best Credit Union by the readers of the Killeen Daily Herald and the Belton Journal and consistently earns the highest five-star, superior rating for financial soundness from Bauer Financial. And Texell was named one of the Best Credit Unions to Work for in the nation by American Banker.
Qualifications
