Apply on Employer Site

Shepherd Insurance · 5 months ago

Commercial Lines Sales Executive

Louisville, KY

Full-time

Onsite

Mid Level

3+ years exp

Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. As a Commercial Lines Sales Executive, you will sell and service new and existing accounts within the Commercial Lines division, providing high-level support and customer service to clients.

Financial ServicesInsurance

Work & Life Balance

Responsibilities

Provide positive, prompt, and accurate service to clients

Sell and service new and existing clientele

Market new and renewal business as needed. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier

Perform cross-selling and account rounding functions

Prepares, processes, reviews, and monitors various documents such as premiums, coverage of risk, policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc

Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs

Maintain consistent communication with current and prospective clients to sell and explain coverage gaps, account rounding and solicitation of new business within market area

Develop and maintain clientele referral network

Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items

Presents proposals, quotes, and recommends coverages based on client needs and sales of appropriate coverages

Collects delinquent accounts on Agency billed policies

Attends sales seminars, sales meetings or educational activities to stay up to date on the latest developments, trends, regulations in the marketplace

Perform other related duties as assigned

Qualification

Commercial lines insuranceState licensing certificationProfessional designationMicrosoft OfficeCustomer serviceSales skillsCoachableTeam player

Required

At least three (3) to five (5) years' experience in similar position is desirable

Required state licensing certification

High school diploma or equivalent (GED) is required

Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems

Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system