Insurance Professional

6 days ago

SaintBauzilledePutois, Occitanie, United States Shepherd Insurance Full time
Job Title: Insurance Advisor

Shepherd Insurance is seeking a highly motivated and experienced Insurance Advisor to join our Employee Benefits team. As an Insurance Advisor, you will be responsible for selling our agency's products in a specified region or major geographical area.

Key Responsibilities:
  • Develop and maintain a strong client base 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, and provide 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, and 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.
Requirements:
  • Three to five years' experience in the insurance industry is preferred.
  • Five to ten years' experience in sales is preferred.
  • 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, and document managing systems.
  • 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.

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.

Physical Demands:

The 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 by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work environment characteristics described here are representative of those that must be made 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 not exposed to weather conditions. The noise level in the work environment is usually moderate.

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