Medicare Specialist

Shepherd Insurance LLC • Indianapolis, IN

19d

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 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.

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 requirement: High school diploma or equivalent (GED) is required.
• Experience: At least two (2) years’ experience in similar position is desirable.

Nice To Haves

• College degree is preferred, not necessary.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED