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.

Requirements

Experience: Three (3) to five (5) years' experience in insurance industry is preferred.

• Experience: Five (5) to ten (10) years' experience in sales is preferred.

• Education requirement: College degree in Business, Sales or related field is preferred.

• Familiar in 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.

• 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.

WORKING CONDITIONS/PHYSICAL DEMANDS

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 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.

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