PURPOSE:
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 an Insurance Advisor on our Employee Benefits team, you will be responsible for the sale of the Agency’s products in a specified region or major geographical area. Through developing and maintaining a strong client base, you will provide tailored insurance solutions for clientele. With a high level of interpersonal skills, it is expected that you will demonstrate poise, tact, and diplomacy. As an Insurance Advisor at Shepherd Insurance, you will be a positive team player and coachable individual.
RESPONSIBILITIES:
- Seek out new clients and develop clientele by prospecting and networking.
- Perform sales and service functions for targeted markets and programs.
- Initiate and follow up with customers and carriers to sell or resolve problems, answer questions, correspondence, and reports.
- Prepare, process, review, and monitor various documents such as premiums, coverage of risk, policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc.
- Contact current and prospective clientele to sell and explain coverage gaps, present proposals, quotes, and sales based on client needs.
- Assist customers and arrange payment terms in accordance with established guidelines.
- Participate in sales seminars, sales and renewal meetings or educational activities to stay up-to-date on the latest developments, trends, regulations in the marketplace.
- Proactively collaborate and engage with account managers to develop renewal strategies, encompassing in-depth analysis, adjustment considerations, and negotiation tactics with carriers.
- Perform other related duties as assigned.
Requirements:
- Experience: Three (3) to five (5) years’ experience in the insurance industry is preferred.
- Experience: Five (5) to ten (10) years’ experience in sales is preferred.
- Education requirement: College degree in Business, Sales, or related field is preferred.
- Familiarity with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.
- Required state licensing certification, or desire to become licensed at the time of employment.
- Must desire to acquire advanced insurance designations.
- Professional designations are a plus.
The above noted 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.
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