Job Description

PURPOSE:

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

As a Licensed Agent – Medicare Insurance Division within the Shepherd family, you will provide high level Medicare insurance consultation to eligible clients in accordance with CMS, Agency, and carrier procedures and guidelines. In addition, you will provide a high level of support and customer service as assigned and requested such as eligibility, network and formulary support, sales presentations, lead program participation, quoting and cost analysis assistance.

RESPONSIBILITIES:

• Provide customer service for Medicare insurance business.
• Quote & evaluate all Medicare insurance lines of business.
• Conduct Medicare Sales Presentations and Public Presentations.
• Provide network and formulary support for book of business.
• Run cost analysis.
• General administrative tasks of the department.
• File and maintain all client information in a timely manner.
• Maintain client records and demographics within agency management system.
• Document scanning and recordkeeping.
• Perform additional duties as assigned.

Requirements

• Experience: At least two (2) years’ experience in similar position is desirable.
• Required state licensing certification. Must be Life & Health licensed or willing to become licensed per state requirements.
• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Must obtain/maintain Medicare certifications.
• Proficient in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency management system.
• Professional designation is a plus.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.

WORKING CONDITIONS/PHYSICAL DEMANDS

Work environment characteristics and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.