Insurance Account Management Specialist

2 days ago


Louisville, Kentucky, United States Shepherd Insurance Full time
About Us">

Shepherd Insurance is a leading provider of risk management solutions, serving customers across the country since 1977.

Job Overview">

This is an exciting opportunity to join our team as a Personal Lines Account Manager, where you will play a key role in assisting insurance advisors and providing exceptional customer service.

Key Responsibilities">

Your primary responsibilities will include:

">
  • ">
  • Providing top-notch customer service to clients.">
  • Marketing new and renewal business opportunities.">
  • Evaluating premiums and preparing proposals.">
  • Assisting advisors and cross-selling and account rounding.">
  • Maintaining a suspense system to track outstanding orders and correspondence.">
Requirements">

To succeed in this role, you should have:

">
  • ">
  • Two or more years of experience in a similar position.">
  • State licensing certification.">
  • A high school diploma or equivalent (GED) is required; a college degree is preferred but not necessary.">
  • Excellent knowledge of personal lines insurance coverages and procedures.">
  • Familiarity with Microsoft Office and agency documentation systems.">
Why Join Us?">

We offer a dynamic work environment, competitive salary, and comprehensive benefits package. If you are a motivated individual looking for a new challenge, we encourage you to apply.



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