Licensed Agent | Medicare Insurance Division

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.

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.
• Filer 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.

Working Conditions/Physical Demands

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.