Licensed Agent - Medicare Insurance Division

Shepherd Insurance LLC • Carmel, IN

8h • Onsite

About The Position

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.

Requirements

• 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.
• High school diploma or equivalent (GED) is required.
• Must obtain/maintain Medicare certifications.
• Proficient in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency management system.

Nice To Haves

• College degree is preferred, not necessary.
• Professional designation is a plus.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees