Shepherd Insurance
Insurance Advisor - Employee Benefits
Shepherd Insurance, Carmel, Indiana, United States, 46033
Join to apply for the
Insurance Advisor - Employee Benefits
role at
Shepherd Insurance
3 days ago Be among the first 25 applicants
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.
Description
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 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. You will develop and maintain a strong client base, providing tailored insurance solutions. The role requires high interpersonal skills, demonstrating poise, tact, and diplomacy. You will be a positive team player and coachable individual.
Responsibilities
Seek out new clients and develop clientele through 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 handle correspondence and reports.
Prepare, process, review, and monitor documents such as premiums, policies, renewals, claims, applications, changes, endorsements, binders, and contracts.
Contact current and prospective clients to sell and explain coverage gaps, present proposals, quotes, and sales based on client needs.
Assist customers and arrange payment terms in accordance with guidelines.
Participate in sales seminars, meetings, or educational activities to stay updated on market developments, trends, and regulations.
Collaborate with account managers to develop renewal strategies, including analysis, adjustments, and negotiations with carriers.
Perform other related duties as assigned.
Requirements
3 to 5 years’ experience in the insurance industry (preferred).
5 to 10 years’ experience in sales (preferred).
College degree in Business, Sales, or related field (preferred).
Proficiency with Microsoft Office and agency management systems.
State licensing certification, or willingness to obtain it upon employment.
Desire to acquire advanced insurance designations; professional designations are a plus.
The job description provides a general sense of responsibilities and expectations. As business demands change, so may the essential functions of this position.
Americans with Disabilities Act
Physical demands include standing, walking, sitting, handling objects, reaching, climbing stairs, balancing, stooping, kneeling, crouching, crawling, talking, hearing, tasting, and smelling. Occasionally lifting/moving up to 25 pounds. Specific vision abilities are required.
Work environment is moderate noise, with no exposure to weather conditions.
Seniority level Mid-Senior level
Employment type Full-time
Job function Sales and Business Development
Industries Insurance
Referrals increase your chances of interviewing at Shepherd Insurance by 2x.
#J-18808-Ljbffr
Insurance Advisor - Employee Benefits
role at
Shepherd Insurance
3 days ago Be among the first 25 applicants
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.
Description
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 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. You will develop and maintain a strong client base, providing tailored insurance solutions. The role requires high interpersonal skills, demonstrating poise, tact, and diplomacy. You will be a positive team player and coachable individual.
Responsibilities
Seek out new clients and develop clientele through 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 handle correspondence and reports.
Prepare, process, review, and monitor documents such as premiums, policies, renewals, claims, applications, changes, endorsements, binders, and contracts.
Contact current and prospective clients to sell and explain coverage gaps, present proposals, quotes, and sales based on client needs.
Assist customers and arrange payment terms in accordance with guidelines.
Participate in sales seminars, meetings, or educational activities to stay updated on market developments, trends, and regulations.
Collaborate with account managers to develop renewal strategies, including analysis, adjustments, and negotiations with carriers.
Perform other related duties as assigned.
Requirements
3 to 5 years’ experience in the insurance industry (preferred).
5 to 10 years’ experience in sales (preferred).
College degree in Business, Sales, or related field (preferred).
Proficiency with Microsoft Office and agency management systems.
State licensing certification, or willingness to obtain it upon employment.
Desire to acquire advanced insurance designations; professional designations are a plus.
The job description provides a general sense of responsibilities and expectations. As business demands change, so may the essential functions of this position.
Americans with Disabilities Act
Physical demands include standing, walking, sitting, handling objects, reaching, climbing stairs, balancing, stooping, kneeling, crouching, crawling, talking, hearing, tasting, and smelling. Occasionally lifting/moving up to 25 pounds. Specific vision abilities are required.
Work environment is moderate noise, with no exposure to weather conditions.
Seniority level Mid-Senior level
Employment type Full-time
Job function Sales and Business Development
Industries Insurance
Referrals increase your chances of interviewing at Shepherd Insurance by 2x.
#J-18808-Ljbffr