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.