Insurance Advisor

Overview

Join to apply for the Insurance Advisor - Employee Benefits role at Shepherd Insurance
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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. You will be a positive team player, coachable, and demonstrate poise, tact, and diplomacy.

• 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, renewal meetings, or educational activities to stay up-to-date on the latest developments, trends, regulations in the market place.
• Collaborate with account managers to develop renewal strategies, including in-depth analysis, adjustment considerations, and negotiation tactics with carriers.
• Perform other related duties as assigned.

• 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:
  
  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 time of employment.
• Desire to acquire advanced insurance designations; professional designations are a plus.

Work environment characteristics and 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 include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.