Medicare Agent (onsite, Temple headquarters)

Texell, named one of the BEST credit unions to work for in the NATION by the Credit Union Journal, is seeking a Medicare Agent to work onsite at our Temple, TX, headquarters.

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.

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.
• Has open availability and can work the occasional Sat.
• 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. We never know what the person in front of us might be going through. Every member interaction is a chance to provide WOW! service.

We want you to know that Texell:

• Values its' employees, members, and communities they serve.
• Recognizes and rewards hard work via quarterly events such as the Annual Awards Banquet, Employee Family Day, and much more!
• Proudly participates in Corporate Challenge hosted each Fall with the City of Temple.
• Is passionate about helping those in need and volunteers for several events each month.
• Offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, tuition reimbursement, and paid vacation and sick time.