Insurance Advisor - Employee Benefits

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.

Responsibilities

• Seek out new clients and develop clientele by prospecting and networking.
• Performs sales and service functions for targeted markets and programs.
• Initiating and follow-up with customers and carriers to sell or resolve problems, answer questions, correspondence, and reports.
• Prepares, processes, reviews, and monitors 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.
• Aids customer and arranges 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 market place.
• 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 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.
• Familiar in 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 time of employment.
• Must desire to acquire advanced insurance designations.
• Professional designations are a plus.