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

• Solicit new clients and develop clientele through 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, correspond, and report.
• 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.
• Absorb and assist customers in arranging payment terms in accordance with established guidelines.
• Participate in sales seminars, sales and renewal meetings, or educational activities to stay updated on the latest developments, trends, and 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.

QUALIFICATIONS

• 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: A college degree in Business, Sales, or a related field is preferred.
• Familiarity with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing systems.
• Required state licensing certification, or a desire to obtain one at the time of employment.
• Motivated to acquire advanced insurance designations.
• Professional designations are a plus.

WORKING CONDITIONS/PHYSICAL DEMANDS

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; 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. 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.