Medicare Insurance Specialist

6 days ago


SaintBauzilledePutois, Occitanie, United States Shepherd Insurance Full time
About the Role

We are seeking a highly skilled and experienced Licensed Insurance Professional to join our team at Shepherd Insurance. As a Medicare Insurance Specialist, you will play a critical role in providing high-level Medicare insurance consultation to eligible clients.

Key Responsibilities
  • Provide exceptional customer service for Medicare insurance business, ensuring timely and accurate resolution of client inquiries and concerns.
  • Quote and evaluate all Medicare insurance lines of business, including Medicare Advantage, Medicare Supplement, and Prescription Drug Plans.
  • Conduct Medicare Sales Presentations and Public Presentations to educate clients on Medicare options and benefits.
  • Provide network and formulary support for clients, ensuring seamless access to healthcare services and medications.
  • Run cost analysis to identify cost-effective solutions for clients.
  • Perform general administrative tasks, including filing and maintaining client information in a timely manner.
  • Document scanning and recordkeeping to ensure accurate and up-to-date client records.
Requirements
  • At least two (2) years' experience in a similar position, preferably in the insurance industry.
  • Required state licensing certification, including Life and Health licenses.
  • High school diploma or equivalent (GED) is required; 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 and agency management systems.
What We Offer

As a Licensed Insurance Professional at Shepherd Insurance, you will have the opportunity to work with a growing organization that values family culture and provides a wide range of insurance and financial products. You will be part of a team that is dedicated to delivering risk management solutions and making a positive impact on the lives of our clients.



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