Licensed Insurance Professional

4 days ago

Sarasota, Florida, United States Shepherd Insurance Full time
Purpose:

This is an exceptional opportunity to work with a growing organization that values a strong family culture. As a Licensed Agent - Medicare Insurance Division at Shepherd Insurance, you will provide high-level Medicare insurance consultation to eligible clients in accordance with CMS, Agency, and carrier procedures and guidelines.

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 the book of business.
  • Run cost analysis and perform general administrative tasks.
  • File and maintain all client information in a timely manner.
  • Maintain client records and demographics within the agency management system.
  • Document scanning and recordkeeping.
  • Perform additional duties as assigned.
Requirements:
  • At least two (2) 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.
Education:
  • High school diploma or equivalent (GED) is required. A college degree is preferred but not necessary.
  • Must obtain and maintain Medicare certifications.
  • Proficient in a variety of computer software applications, including Microsoft Office products (Word, Excel, Outlook, PowerPoint), and the agency management system.

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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