Job Description

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 Medicare Specialist within the Shepherd family, you will serve as a knowledgeable support partner to the Licensed Agents – Medicare Insurance Division and team by executing specialized operational functions, ensuring compliance accuracy, enhancing workflow efficiency, and support the client and agent experience. With a positive attitude, you will provide strong attention to detail and the ability to navigate Medicare and carrier systems with accuracy and efficiency.

ROLES AND RESPONSIBILITIES

• Mange the intake, organization and closing of Medicare-related data with a strong focus on accuracy and compliance.
• Oversee policy renewal processing with AgencyBloc system, ensuring data integrity and timely completion.
• Coordinate and prepare pre-appointment documentation, including Scope of Appointment forms and Client Intake Sheets, ensuring readiness for agent consultations.
• Maintain and audit required sales documentation to ensure adherence to CMS and carrier guidelines.
• Navigate Medicare and carrier portals to perform provider searches, formulary and drug cost assessments, and benefit verification at a specialist level.
• Assist the Director of Medicare and team with ongoing and specialized data projects, often involving cross-system information gathering, cleanup and reporting.
• Identify process improvements and contribute to enhancing operational workflows across the Medicare division.
• Perform other related duties as assigned.

Requirements

• Complete annual training for General Compliance and Fraud/Waste/Abuse.
• Familiar with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint).
• Ability to work independently, manage multiple priorities, and adapt quickly to directional changes within the Medicare division.
• Strong organizational skills, attention to detail and commitment to confidentiality.

EDUCATION AND EXPERIENCE REQUIREMENTS

• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Experience: At least two (2) years’ experience in similar position is desirable.

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