Licensed Insurance Professional

12 hours ago

Sarasota, Florida, United States Shepherd Insurance Full time
Purpose

This is an exciting opportunity to work with a growing organization that values family culture. Shepherd Insurance is a privately-owned insurance agency that has been delivering risk management solutions since 1977. With a wide range of insurance and financial products, we are one of the largest independent agencies in the country.

Responsibilities
  • Provide exceptional customer service for Medicare insurance business.
  • Quote and evaluate all Medicare insurance lines of business.
  • Conduct Medicare sales presentations and public presentations.
  • Offer network and formulary support for book of business.
  • Run cost analysis and provide recommendations.
  • Perform general administrative tasks of the department.
  • Ensure timely filing and maintenance of client information.
  • Maintain client records and demographics within agency management system.
  • Document scanning and recordkeeping.
  • Perform additional duties as assigned.
Requirements
  • At least two years' experience in a 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. College degree is preferred, not necessary.
  • Must obtain and maintain Medicare certifications.
  • Proficient in a variety of computer software applications, including Microsoft Office products and agency management system.
  • Professional designation is a plus.

The above job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position.

As the nature of business demands change, so too may the essential functions of this position.

Physical Demands

The 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.

Work Environment

Work environment characteristics 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 not exposed to weather conditions.

The noise level in the work environment is usually moderate.

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