Insurance Advisor

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 within the Shepherd family, 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.
• 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.
• Contacts current and prospective clientele to sell and explain coverage gaps, present proposals, quotes, and sales based on client needs.
• Assists 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.

Opportunities for this role are available, dependent on Shepherd Insurance location & consideration.